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Ep 49: Finding a Sense & Purpose for Retirement with Wade Pfau
There’s not one single playbook for building a retirement plan. Advisors and planners are constantly studying and evaluating different options and strategies, and few people have the level of knowledge as today’s guest, Wade Pfau, Ph. D, CFA, RICP®. We’re grateful to have some of this time to pick his brain on retirement planning and get a better understanding of his process for crafting a portfolio and managing assets.
Join us on today’s episode as we discuss these important topics and more:
- How retirement income style awareness is a starting point for creating a retirement income strategy. (3:20)
- Understanding risk tolerance and how it plays into your retirement. (9:52)
- The benefits and merits of different retirement strategies. (11:20)
- How he views the role tax planning plays in retirement. (15:14)
- His feelings about dividend paying whole life. (20:42)
- How to use these investments to provide death benefits. (27:23)
RESOURCES
About our guest: https://retirementresearcher.com/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
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By Scott FordThere’s not one single playbook for building a retirement plan. Advisors and planners are constantly studying and evaluating different options and strategies, and few people have the level of knowledge as today’s guest, Wade Pfau, Ph. D, CFA, RICP®. We’re grateful to have some of this time to pick his brain on retirement planning and get a better understanding of his process for crafting a portfolio and managing assets.
Join us on today’s episode as we discuss these important topics and more:
- How retirement income style awareness is a starting point for creating a retirement income strategy. (3:20)
- Understanding risk tolerance and how it plays into your retirement. (9:52)
- The benefits and merits of different retirement strategies. (11:20)
- How he views the role tax planning plays in retirement. (15:14)
- His feelings about dividend paying whole life. (20:42)
- How to use these investments to provide death benefits. (27:23)
RESOURCES
About our guest: https://retirementresearcher.com/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.