Seeking Alpha

Retirement Advisor: 'Good Trades' (Podcast)

by: SA For FAs
SA For FAs
Senior Editor, FA Content
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.

Listen on the go! Subscribe to the SA for FAs podcast on iTunes, Stitcher and SoundCloud (click the highlighted links).

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."