Episode 23: Wade Pfau

Wade Pfau, Ph.D., CFA, RICP®

RICP Programme Director, Founder of Retirement Researcher & RISA Profile, & Author of Retirement Planning Guidebook

You can also listen to the episode on Apple Podcasts & Spotify.

In this episode:

Abraham and Wade have an insightful discussion on:

• How to define retirement success

• Dividend investing or natural yield investing in retirement

• Key advice for managing the volatility or growth assets in retirement

• Wade’s approach to saving for retirement and what his portfolio looks like

  Wade’s new book titled Retirement Planning Guidebook, covering the details of…

• Retirement Income Styles

• The explanation behind the 6 specific retirement income factors

• Measuring the effectiveness of these different approaches

• How to identify each individual retirement income style and how this is different from Risk Profiling

• Wade’s latest thinking about what sustainable withdrawal looks like and whether Covid has impacted this

Guest profile

Wade Pfau is the founder of Retirement Researcher and also the Professor of Retirement Income at The American College of Financial Services, a higher education institution for financial planners. He is also the Director of Retirement Research for McLean Asset Management and inStream.

Wade earned a Ph.D. in economics from Princeton University in 2003 with a dissertation about Social Security reform, and became a CFA charterholder in 2011.