Adviser 3.0: The Podcast

Ep 23 - Wade Pfau discusses his newly released 'Retirement Planning Guidebook' with Abraham Okusanya. Wade dives into retirement income styles, the effectiveness of different approaches and much more.


Listen Later

· How to define retirement success

· Dividend investing or natural yield investing in retirement

· Key advice for managing the volatility or growth assets in retirement

· Wade’s approach to saving for retirement and what his portfolio looks like

Wade’s new book titled Retirement Planning Guidebook, covering the details of…

· Retirement Income Styles

· The explanation behind the 6 specific retirement income factors

· Measuring the effectiveness of these different approaches

· How to identify each individual retirement income style and how this is different from Risk Profiling

· Wade’s latest thinking about what sustainable withdrawal looks like and whether Covid has impacted this

...more
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Adviser 3.0: The PodcastBy Abraham Okusanya


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