Eric Brotman discusses ways to preserve your assets in retirement and which strategies you can use to create retirement income with Professor of Retirement Income, Wade Pfau, Ph.D.:
- Strategies for using and preserving retirement income.
- How reverse mortgages can be tools for retirement income.
- With pensions becoming more and more rare, different tools are needed to ensure financial independence in retirement.
- How annuities, Social Security, life insurance, and other financial tools should be managed in a financial plan.
- Managing longevity risk—making sure you don’t outlive your retirement income.
Guest Bio
Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income at The American College in Bryn Mawr, PA. He also serves as the curriculum director for the College’s Retirement Income Certified Professional designation. As well, he is a Principal and Director for McLean Asset Management.
He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income. 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. He is the author of the books 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.
