Рет қаралды 3,988
IN THIS EPISODE, THE ANNUITY MAN AND WADE PFAU DISCUSS:
- Success in retirement
- RISA - Retirement Income Style Awareness
- Funding long-term care
- Reverse mortgages and risk pooling
KEY TAKEAWAYS:
- Retirement doesn't only mean stopping work, it's about being able to do what you want.
- Three retirement strategies: Total return investment strategy, time segmentation or bucketing, or annuity and social security.
- These are the factors that determine which retirement strategy or style will work for you: probability-based or safety first; and optionality versus commitment.
- There is no ROI until you die, up until that point it’s a transfer of risk.
Retire to something, don’t retire from something.
"Retirement… doesn't have to mean just not working, it's about having financial independence to do what you want and be who you wanna be… it's about finding your passion and purpose. " - Wade Pfau
CONNECT WITH WADE PFAU:
Website: www.retirementresearcher.com | wpfau.blogspot.com/
LinkedIn: / wpfau
Twitter: / wadepfau
LISTEN ON ALL YOUR FAVORITE PODCAST PLATFORMS:
Libsyn: directory.libsyn.com/shows/vi...
Stitcher: www.stitcher.com/podcast/nice...
Apple: podcasts.apple.com/us/podcast...
Google: podcasts.google.com/feed/aHR0... Amazon: music.amazon.com/podcasts/11f...
Spotify: open.spotify.com/show/26y3c7v...
CONNECT WITH STAN
Call Stan The Annuity Man: 800-509-6473
Website: theannuityman.com/
Email: Stan@TheAnnuityMan.com
Facebook: / stantheannuityman
Twitter: / stanannuityman
TikTok: / theannuityman
Instagram: / theannuityman
Use the Calculators - www.stantheannuityman.com/ann...
Get The Annuity Man's Books - www.stantheannuityman.com/how...
Schedule a time to talk to Stan - www.stantheannuityman.com/boo...
FUN WITH ANNUITIES (r)