What to Do After the Retirement Party Ends
Description
For this week’s Individual Investor Show, Charles Rotblut chats with retirement researcher Wade Pfau on the various experiences and decisions retirees commonly face when approaching this new life stage. Their discussion highlights the pros and cons of different withdrawal and allocation strategies, as well as how to factor in worst-case scenarios for your early years of retirement to ensure your portfolio lasts.
In the second portion of the broadcast, we talk with Matt Bajkowski about his recent article on intermediate-term bond mutual funds and exchange-traded funds (ETFs). His discoveries about the benefits and risks of this fixed-income category can help you decide if they might work for the income portion of your retirement portfolio.
Watch this episode and learn:
About different withdrawal and allocation strategies
How to protect your retirement portfolio from a worst-case scenario
Which intermediate-term bond funds are topping the list for five-year return
Retirement Segment
A New Perspective on Withdrawal and Allocation Strategies for Retirees, by Wade Pfau
“Retirement Planning Guidebook: Navigating the Important Decisions” (2021), by Wade Pfau
Bond Funds Segment
The Benefits and Risks of Intermediate Bond Funds, by Matthew Bajkowski
Understanding Bond Yields, by Matthew Bajkowski
Want more financial education? Learn more about AAII at: https://www.aaii.com
ABOUT AAII
The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.
Individual Investor Show: What to Do After the Retirement Party Ends | AAII
United States
