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Find Your Retirement Investing and Living Style

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Manage episode 317981551 series 2137790
Content provided by Money For the Rest of Us and J. David Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money For the Rest of Us and J. David Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What are the pros and cons of the four approaches to managing retirement savings. How to implement a bucketing or time segmentation retirement investing approach.

Topics covered include:

  • Why it takes time to find a retirement pattern that fits
  • How retirement investing is a balance between safety-first and probability-based as well as maintaining optionality and committing.
  • How total return investing differs from a safety-first approach
  • What are products allow for a risk floor but also provide some potential growth
  • How a time segmentation or bucket approach to retirement investing works

Thanks to Policygenius and Masterworks for sponsoring the episode.

For more information on this episode click here.

Show Notes

Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success (The Retirement Researcher Guide Series) by Wade Pfau

A Model Approach to Selecting a Personalized Retirement Income Strategy by Alejandro Murguia and Wade D. Pfau

The Four Approaches to Managing Retirement Income Risk by Wade D. Pfau

Build Ladders With iBonds® ETFs—iShares

Related Episodes

279: Why All Retirees Should Consider an Income Annuity

306: Three Approaches to Asset Allocation

326: The New Math of Retirement Spending and Investing

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

493 episodes

Artwork
iconShare
 
Manage episode 317981551 series 2137790
Content provided by Money For the Rest of Us and J. David Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money For the Rest of Us and J. David Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What are the pros and cons of the four approaches to managing retirement savings. How to implement a bucketing or time segmentation retirement investing approach.

Topics covered include:

  • Why it takes time to find a retirement pattern that fits
  • How retirement investing is a balance between safety-first and probability-based as well as maintaining optionality and committing.
  • How total return investing differs from a safety-first approach
  • What are products allow for a risk floor but also provide some potential growth
  • How a time segmentation or bucket approach to retirement investing works

Thanks to Policygenius and Masterworks for sponsoring the episode.

For more information on this episode click here.

Show Notes

Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success (The Retirement Researcher Guide Series) by Wade Pfau

A Model Approach to Selecting a Personalized Retirement Income Strategy by Alejandro Murguia and Wade D. Pfau

The Four Approaches to Managing Retirement Income Risk by Wade D. Pfau

Build Ladders With iBonds® ETFs—iShares

Related Episodes

279: Why All Retirees Should Consider an Income Annuity

306: Three Approaches to Asset Allocation

326: The New Math of Retirement Spending and Investing

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

493 episodes

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