Tools in retirement

Growth and Accumulation Phase and Retirement Phase

Tools in Retirement

Total Return Investment Portfolio

Income Annuities

Long Term Care Planning

Individual Bonds

Traditional Pensions

Social Security

Housing Wealth

Sequence of Return Risk

Declining Cognitive Ability and Decisions on Retirement

Holding Bonds Until Maturity

Longevity Protection

Nate discusses how to develop income with all the various risks and the tools available to mitigate those risks

Nate explains the hidden fees associated with mutual funds and how mutual funds are different from exchange-traded funds.

Ruby is an actuary & author of The No-Compromise Retirement Plan. Nate and Marty talk about alternatives to the Roth IRA as places to save or convert for tax free income in retirement.

To Wrap Up the HENRY Series, Nate Focuses on Tax Risks for Younger Savers

Nate looks at the market risk for today's young savers:

- Market risk, dart funds, and the dot com crash

- Market swings for younger savers

- The lost decade of investing

- Math of gains and losses and how they can work against us

- Explanation on why interest rates are low and if they could potentially remain that way

Nate begins his discussion on the 3 biggest risks to young savers today. Structural risks come with the mechanics of saving: What vehicles are available? What are the rules of the savings game? Who is going to help you save?

You can't believe everything you Google about annuities. Nate did his own search and found an article that gave some incorrect information.

A deep dive into Dr. Wade Pfau's writings as Nate takes an academic look into how to plan for retirement.

Nate talks about how to move from a taxable environment to a tax free situation.