The financial planning professor and researcher discusses retirement-spending strategies, sequence risk, and portfolio construction.
Yesterday
Eric Jacobson: The Entire Face of the Bond Market Has Changed
<p>Our guest this week is our colleague, Eric Jacobson. Eric is a senior principal for fixed-income strategies on Morningstar’s Manager Research team. He focuses on a variety of taxable, tax-exempt, and nontraditional managed strategies. He covers some of the key asset managers, ... Show More
52m 26s
Oct 2021
244: Finance Friday: Why a $1M Retirement Goal Isn’t Far Fetched For Late Starters
Retirement planning can be complicated when you have so many options to choose from. Do you stick with the Roth IRA, the 401k, the Roth 401k, your employee pension plan, or solely invest in stocks and real estate? With all these different types of accounts and their numerous bene ... Show More
59m 11s
Mar 2015
172-Retirement Planning From The Financial Advisor's Perspective: Interview with Roger Whitney, Host of the Retirement Answer Man Podcast
<p>Retirement planning is at the core of the financial planning profession. But, it's a very complex subject and it's tough to wrap your head around the process.</p>
<p>I've invited Roger Whitney, CFP®, CIMA®, CPWA®, AIF®, financial advisor and host of the Retirement Answer Man ... Show More
59 m
Mar 2023
The Risk of Not Fully Living, with Michael Lynch
#432: Have you ever worried about running out of money after you retire?
Do you keep checking your net worth to make sure you have enough? Does this always feel a little … unsatisfying?
This episode discusses why.
Today's guest, Michael Lynch, is a certified financial planner and ... Show More
47m 5s
Dec 2021
Hope is NOT a Retirement Strategy
Retirement fund giant, CALPERS, voted in early November to use borrowed money and alternative assets to meet its investment-return target, even after lowering that target just a few months ago. Today’s guests discuss what this means for retirees depending on their pension for the ... Show More
58m 22s