Wade Pfau: Retirement Income Style Awareness (From the Vault)

Описание: In this classic episode, Stan The Annuity Man revisits a powerful conversation with Wade Pfau, one of the most respected voices in retirement planning.

They explore:

What true retirement success really means

The role of RISA (Retirement Income Style Awareness)

Strategies for funding long-term care

How reverse mortgages and risk pooling fit into the picture

Highlights:

Retirement isn’t about quitting—it’s about creating the freedom to live on your own terms.

Three main paths to income: total return investing, time-segmented or bucket strategies, and the guaranteed income of annuities and Social Security.

Your approach depends on where you fall on the spectrum between probability-based and safety-first, and how much optionality vs. commitment you want.

“There’s no ROI until you die”—up to that point, it’s all about transferring risk.

Always retire to something, not from something.

CONNECT WITH WADE PFAU:
Website: www.retirementresearcher.com | http://wpfau.blogspot.com/  
LinkedIn:   / wpfau  
Twitter:   / wadepfau  


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