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Episode 32: The Retirement Income Challenge

Nov 11, 2019

Nate discusses how to develop income with all the various risks.

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

  • Financial Goals in Retirement
  • Risks – Physical Decline and Immobility, Reduced Earning Capacity, Sequence of Return Risk, Declining Cognitive Skills, Changing Tax Rules, Rising Health Care Costs, and more.
  • 4 L’s of Retirement: Lifestyle, Longevity, Legacy, and Liquidity
  • 7 Categories of Risk: Reduced Earning Capacity, Visible Spending Constraint, Heightened Investment Risk, Unknown Longevity, Spending Shocks, Compounding Inflation, and Declining Cognitive Ability.
  • Risk Capacity



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