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The Annuity Man에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Annuity Man 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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078: Wade Pfau: Retirement Income Style Awareness

57:14
 
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Manage episode 304444727 series 2798004
The Annuity Man에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Annuity Man 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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 에피소드

Artwork
icon공유
 
Manage episode 304444727 series 2798004
The Annuity Man에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Annuity Man 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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 에피소드

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