Bogleheads® Conference 2023 - Wade Pfau Discusses Retirement Income Planning with Jim Dahle
Channel: Bogleheads
Date: 2023-12-23

Jim Dahle interviews Wade Pfau about retirement income styles, retirement spending strategies, annuities, reverse mortgages, and more.

Chapters:
0:00 Introduction of Wade Pfau
1:26 Industry conflicts of interest
3:03 International safe withdrawal rates
4:10 Two schools of thought about retirement income
5:07 Dealing with Conflicts of Interest
8:29 Decumulation phase as compared to accumulation phase
12:25 Retirement income styles
23:56 Sequence of returns risk
28:18 Variable spending stratgies
39:27 Annuities
44:47 Whole life insurance
50:55 Reverse mortgages

Recorded on October 14, 2023.

The complete Bogleheads 2023 Conference Proceedings can be found at https://boglecenter.net/2023conference/

Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics. 

The Bogleheads University Courses can be found at https://boglecenter.net/bogleheads-university/. Slides and transcripts are also available.

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