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Episode 25: How Much Can I Spend in Retirement?

Sep 23, 2019

A deep dive into Dr. Wade Pfau’s Retirement Researcher© Manifesto as Nate takes an academic look into how to plan for retirement.

Here are just a handful of the things that we'll discuss:

  • Dr. Pfau’s 8 Principles:
    • Play the long game
    • Do not leave money on the table
    • Use reasonable expectations for portfolio returns
    • Be careful about plans that only work with high market returns
    • Build an integrated strategy to manage various retirement risks
    • Approach retirement income tools with an agnostic view
    • Start by assessing all household assets and liabilities
    • Distinguish between technical liquidity and true liquidity
  • How does Miller Retirement Group implement these 8 principles?

Link to Dr. Pfau’s book, How Much Can I Spend in Retirement? – https://www.amazon.com/How-Much-Spend-Retirement-Investment-Based/dp/1945640022/ref=sr_1_1?keywords=how+much+can+I+spend+in+retirement&qid=1566925896&s=gateway&sr=8-1

Neither AEWM nor Miller Retirement Group are affiliated with Dr. Wade Pfau

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