Retirement income strategies for 2022 and beyond

Retirement Repair Shop with Mary Beth Franklin

English - February 09, 2022 14:47 - 40 minutes - 36.8 MB - ★★★★ - 28 ratings
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Previous Episode: The good, the bad and the ugly of Social Security

Next Episode: Longevity: A game changer for financial planning

In this episode, you'll hear about:

Retirement income style awareness.Creating retirement income that takes taxes into account.Factoring Social Security into those decisions.Is the 4% rule still valid today?RMDs as the basis for income?Social Security claiming decisions, annuities and reverse mortgages.

This season is brought to you by Realized

Realized strives to put you in control of managing your investment property wealth. Our goal is to help bridge the gap between investment property ownership and sophisticated wealth management, helping you meet your income needs in retirement and pursue your investment goals across generations. 

Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals. 

For more information, visit www.Realized1031.com/RepairShop to learn more.

Guest Bio:

Wade D. Pfau, Ph.D., CFA, RICP®, is the program director of the Retirement Income Certified Professional® designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA, as well as a co-director of the college’s Center for Retirement Income. As well, he is a Principal and Director for McLean Asset Management and RISA, LLC. He holds a doctorate in economics from Princeton University and has published more than sixty peer-reviewed research articles in a wide variety of academic and practitioner journals. He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal. Wade’s newest book is Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success. He is also the author of the books Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.