Retirement Advisor: 'Good Trades' (Podcast)

Jan. 14, 2020 7:00 AM ET2 Comments2 Likes
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SA For FAs
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Summary

  • A paper on "Trends in Retirement Income Adequacy" reports that households who have "outlived their savings" is the authors' most concerning finding.
  • These are households that are completely dependent on Social Security income, "without an asset buffer".
  • For the benefit of advisors assisting families with high-school-age children, I think it is important to outline the process of avoiding this fate.

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A paper on "Trends in Retirement Income Adequacy" reports that households who have "outlived their savings" is the authors' most concerning finding.

This podcast (6:10) outlines the process of avoiding this fate, acquiring income and assets by making what I call "good trades."

This article was written by

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GIL WEINREICH - Author of "The Mentor," a unique parable for financial advisors and those who aspire to become one. I have worked in the FA arena since 1997, and during that time, the New York State Society of CPAs twice awarded its prestigious Excellence in Financial Journalism award to me for a monthly column I wrote on business ethics. Previously, I reported on international news for Voice of America (where I was awarded a newsroom writing award) and prior to that worked as an editorial assistant at U.S. News and World Report. I live with my wife and children amidst the verdant and vibrant hills and dales of Jerusalem.
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