HS 353 Video: Retirement Income Process, Strategies and Solutions
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Episodes of HS 353 Video
Mark All
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We examine a variety of retirement decisions facing your client. We conclude that the help of an advisor is necessary and we become aware of how different decisions interrelate.
We review the costs of retirement healthcare/long-term care and the traditional notion of replacement rates. We learn that in order to have a high degree of certainty that assets will last a life-time that traditional replacement rate approach
In this video we talk about the skills required by a financial advisor to perform retirement income planning.
Wade Pfau’s recommended reading for those advising long-term investors is William J. Bernstein’s “Deep Risk: How History Informs Portfolio Design.”
An analysis of a calculation (risquotient) that can indicate the degree of risk a client has for running out of savings during retirement. We learn how to recognize if a clients income is in jeopardy.
How to help pre- and post-retirement clients stay relevant to the working world and resources for finding jobs later in life, with Anna Rappaport.
We discuss the economic and psychological reasons for creating an income floor in retirement.
In this video we discuss lifecycle investment theory, the theoretical underpinnings for the safety first, or flooring approach, to retirement income planning.
In this video David Nanigian points out some of the practical implications of the research on mutual funds.
We discuss choosing appropriate investments in a portfolio with the systematic withdrawal approach. We learn that asset allocation and having a broad array of investments are both key considerations.
We look at products planners may use for systematic withdrawals. We analyze how a variety of choices fit.
We learn about how often to monitor the retirement income plan and how important this step is to the success of the plan.
We learn about how to successfully implement the retirement income plan.
We examine how to build a portfolio using the bucket approach. We analyze how a variety of products fit.
We learn that knowing the client's prioritized objectives is key to analyzing data for a retirement income plan.
We learn about what data to gather and communicating with the client to ensure that all relevant information is known at this crucial stage of the retirement income planning process.
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