Artwork

תוכן מסופק על ידי Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Player FM - אפליקציית פודקאסט
התחל במצב לא מקוון עם האפליקציה Player FM !

Interview with Retirement Researcher Dr. David Blanchett Part 2

27:13
 
שתפו
 

Manage episode 332374998 series 2401634
תוכן מסופק על ידי Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Dr. David Blanchett is Head of Retirement Research formerly at Morningstar and currently at Prudential’s asset management arm PGIM. He is also an adjunct professor at The American College of Financial Services. David has been a voracious and accomplished researcher, being published in a variety of peer-reviewed articles, and receiving many ‘best paper’ awards. Today he conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement.

Listen to Kevin and David do a deep dive into key assumptions made in your retirement planning – investment returns, spending assumptions, longevity, and inflation. Learn from David’s original research on retirement spending and how it is likely to decline as you age, including the positive implications it has on your planning. (Hint: you may be able to retire earlier than you think.)

Be sure to pay attention to the end where David and Kevin discuss guaranteed income, cryptocurrency, and empirical studies on quantifying the benefits of working with a trustworthy and competent advisor.

A big "thank you" to Dr. Blanchett for sharing his research and wisdom. To read David’s research, visit https://www.davidmblanchett.com/research

Learn more about our Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/ Have a financial question? Contact us at https://www.truewealthdesign.com/contact/ Key topics on this episode: 1:05 - Using the spending data to build a financial plan 2:47 - Success rate as an outcome metric 5:27 - Measuring your wants and needs 9:52 - Building guaranteed income 14:16 - Annuities 16:53 - Comparing annuities 20:21 - His recent paper on cryptocurrency 22:40 - Recent/current projects 24:21 - How an advisor adds value
  continue reading

173 פרקים

Artwork
iconשתפו
 
Manage episode 332374998 series 2401634
תוכן מסופק על ידי Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Dr. David Blanchett is Head of Retirement Research formerly at Morningstar and currently at Prudential’s asset management arm PGIM. He is also an adjunct professor at The American College of Financial Services. David has been a voracious and accomplished researcher, being published in a variety of peer-reviewed articles, and receiving many ‘best paper’ awards. Today he conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement.

Listen to Kevin and David do a deep dive into key assumptions made in your retirement planning – investment returns, spending assumptions, longevity, and inflation. Learn from David’s original research on retirement spending and how it is likely to decline as you age, including the positive implications it has on your planning. (Hint: you may be able to retire earlier than you think.)

Be sure to pay attention to the end where David and Kevin discuss guaranteed income, cryptocurrency, and empirical studies on quantifying the benefits of working with a trustworthy and competent advisor.

A big "thank you" to Dr. Blanchett for sharing his research and wisdom. To read David’s research, visit https://www.davidmblanchett.com/research

Learn more about our Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/ Have a financial question? Contact us at https://www.truewealthdesign.com/contact/ Key topics on this episode: 1:05 - Using the spending data to build a financial plan 2:47 - Success rate as an outcome metric 5:27 - Measuring your wants and needs 9:52 - Building guaranteed income 14:16 - Annuities 16:53 - Comparing annuities 20:21 - His recent paper on cryptocurrency 22:40 - Recent/current projects 24:21 - How an advisor adds value
  continue reading

173 פרקים

כל הפרקים

×
 
Loading …

ברוכים הבאים אל Player FM!

Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.

 

מדריך עזר מהיר

האזן לתוכנית הזו בזמן שאתה חוקר
הפעלה