In this episode of the Inspired Money series, we're joined by esteemed experts Wade Pfau, Colleen (Scheetz) Jaconetti, CPA, CFP, David Blanchett, and Emily Guy Birken. Together, we explore the retirement income strategies.
From mastering market fluctuations to navigating healthcare in retirement, our panelists cover essential topics to help you build a stable and prosperous future.
* This LinkedIn live will include the opening of the show. Please follow on YouTube for the entire episode: https://lnkd.in/ehZDXV7m *
Segments Overview:
Segment 1: Mastering Market Fluctuations: A Retiree's Guide to Stability
Segment 2: Securing Health in Retirement: A Comprehensive Medicare Guide
Segment 3: Real Estate Retirement Strategies: Building a Stable Future
Segment 4: Financial Safety Nets: Preparing for Retirement’s Unexpected Expenses
Segment 5: Retirement Planning in the Digital Era: A Guide for the Modern Retiree
🌟 Meet Our Esteemed Guest Panelists 🌟
Wade D. Pfau, PhD, CFA, RICP® is the professor at The American College of Financial Services and author of the "Retirement Planning Guidebook." As a partner at McLean Asset Management and Retirement Researcher, he puts his research on retirement income planning into practice with clients. With a Ph.D. from Princeton University in economics, Wade's research is regularly featured in top financial planning journals.
Colleen Jaconetti, CPA, CFP® from Vanguard brings her expertise in aligning short-term and long-term financial goals. She delves into the complexities of financial planning, discussing the nuanced balance between immediate needs and future aspirations. Jaconetti's analysis of withdrawal strategies and the art of balancing risk and income generation in retirement provides listeners with practical tools for financial planning.
David Blanchett, PhD, CFA, CFP®, is a Managing Director and Head of Retirement Research for PGIM DC Solutions, where he pioneers innovative solutions to enhance retirement outcomes for investors. With over 100 published papers and numerous accolades from prestigious institutions, including the CFP Board and the Financial Analysts Journal, Blanchett is recognized as a leading authority in retirement planning and wealth management.
Emily Guy Birken is a Plutus Award-winning finance writer known for her expertise in personal finance, with a knack for making complex topics understandable. As the author of five books, including "End Financial Stress Now", " Making Social Security Work For You", and "The Five Years Before You Retire," Emily's goal is to help readers navigate money matters with confidence and ease.
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