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Say Cheese!: The Retirement Spending Smile | David Blanchett | 110

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Manage episode 454448194 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Today Bill and Jackie are joined by another genius in the world of retirement planning research, David Blanchett, PhD, CFA, CFP. In his role at PGIM, David is responsible for Target Date Funds and Retirement Spending Portfolios. In this episode he discusses redefined retirement concepts, the myths surrounding the 60/40 portfolio and some practical adjustments of the 4% rule. He also explains the 'retirement spending smile,' and retirement strategies for late starters.

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Thank you to our sponsor:

DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off

Resources mentioned on the show:

🌐David's Website

David's Latest Research

A Time-Honored Strategy Puts Your Retirement at Risk of Financial Ruin

Guided Spending Rates: Rethinking “Safe” Initial Withdrawal Rates

Redefining the Optimal Retirement Income Strategy

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

  continue reading

144 episodes

Artwork
iconShare
 
Manage episode 454448194 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Today Bill and Jackie are joined by another genius in the world of retirement planning research, David Blanchett, PhD, CFA, CFP. In his role at PGIM, David is responsible for Target Date Funds and Retirement Spending Portfolios. In this episode he discusses redefined retirement concepts, the myths surrounding the 60/40 portfolio and some practical adjustments of the 4% rule. He also explains the 'retirement spending smile,' and retirement strategies for late starters.

🔗Connect with us

Buy CUtFI a coffee

Record a message for CUtFI

Thank you to our sponsor:

DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off

Resources mentioned on the show:

🌐David's Website

David's Latest Research

A Time-Honored Strategy Puts Your Retirement at Risk of Financial Ruin

Guided Spending Rates: Rethinking “Safe” Initial Withdrawal Rates

Redefining the Optimal Retirement Income Strategy

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

  continue reading

144 episodes

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