In this episode, Wade and Alex discuss various topics related to retirement planning and investment strategies. They address questions about reconciling portfolio structure when spouses have different orientations, allocating between growth and value stocks, estimating healthcare expenses in retirement, investing in high-yielding stocks, using closed-end funds for retirement income, and implementing a reverse glide path for early retirement. We'll also discuss various retirement planning topics, including managing the sequence of returns risk in early retirement, blending time segmentation and total return strategies, balancing safety first and commitment orientation, and the impact of RMDs on immediate annuities. Listen now to learn more.Takeaways
Chapters
00:00 Introduction03:07 Reconciling Portfolio Structure09:02 Allocation Decisions13:05 Healthcare Expenses in Retirement20:13 Allocation Decisions: Growth vs. Value Stocks31:12 Investing in High-Yielding Stocks36:21 Using Closed-End Funds for Retirement Income39:24 Implementing a Reverse Glide Path40:31 Managing Sequence of Returns Risk in Early Retirement42:27 Blending Time Segmentation and Total Return44:54 Balancing Safety First and Commitment Orientation45:25 RMDs and Immediate Annuities
Links
Registration for the next Retirement Income Challenge is OPEN: Learn more and join us for this LIVE 4-Day event starting on March 4th-7th, 2024 from 12:00 -2:00 PM ET each day by visiting risaprofile.com/podcast
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2024! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
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