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Say Cheese!: The Retirement Spending Smile | David Blanchett | 110
Manage episode 454448194 series 3446314
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.
Thank you to our sponsor:
Resources mentioned on the show:
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.
144 episodes
Manage episode 454448194 series 3446314
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.
Thank you to our sponsor:
Resources mentioned on the show:
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.
144 episodes
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