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078: Wade Pfau: Retirement Income Style Awareness

57:14
 
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Manage episode 304444727 series 2798004
Innehåll tillhandahållet av The Annuity Man. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av The Annuity Man eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

In this episode, The Annuity Man and Wade Pfau discuss:

  • Success in retirement
  • RISA - Retirement Income Style Awareness
  • Funding long-term care
  • Reverse mortgages and risk pooling

Key Takeaways:

  • Retirement doesn't only mean stopping work, it's about being able to do what you want.
  • Three retirement strategies: Total return investment strategy, time segmentation or bucketing, or annuity and social security.
  • These are the factors that determine which retirement strategy or style will work for you: probability based or safety first; and optionality versus commitment.
  • There is no ROI until you die, up until that point it’s a transfer of risk.
  • Retire to something, don’t retire from something.

"Retirement… doesn't have to mean just not working, it's about having financial independence to do what you want and be who you wanna be… it's about finding your passion and purpose. " — Wade Pfau

Connect with Wade Pfau:

Website: www.retirementresearcher.com | http://wpfau.blogspot.com/

LinkedIn: https://www.linkedin.com/in/wpfau/

Twitter: https://twitter.com/WadePfau

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: Stan@TheAnnuityMan.com

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator!

  continue reading

281 episoder

Artwork
iconDela
 
Manage episode 304444727 series 2798004
Innehåll tillhandahållet av The Annuity Man. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av The Annuity Man eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

In this episode, The Annuity Man and Wade Pfau discuss:

  • Success in retirement
  • RISA - Retirement Income Style Awareness
  • Funding long-term care
  • Reverse mortgages and risk pooling

Key Takeaways:

  • Retirement doesn't only mean stopping work, it's about being able to do what you want.
  • Three retirement strategies: Total return investment strategy, time segmentation or bucketing, or annuity and social security.
  • These are the factors that determine which retirement strategy or style will work for you: probability based or safety first; and optionality versus commitment.
  • There is no ROI until you die, up until that point it’s a transfer of risk.
  • Retire to something, don’t retire from something.

"Retirement… doesn't have to mean just not working, it's about having financial independence to do what you want and be who you wanna be… it's about finding your passion and purpose. " — Wade Pfau

Connect with Wade Pfau:

Website: www.retirementresearcher.com | http://wpfau.blogspot.com/

LinkedIn: https://www.linkedin.com/in/wpfau/

Twitter: https://twitter.com/WadePfau

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: Stan@TheAnnuityMan.com

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator!

  continue reading

281 episoder

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