16min chapter

Economics Matters with Laurence Kotlikoff cover image

Wade Pfau - A Financially Successful Retirement Is Possible

Economics Matters with Laurence Kotlikoff

CHAPTER

Journey to Retirement Planning Research

The chapter explores the career trajectory of a prominent figure in personal finance, from government economics to academia, with a focus on retirement income research. It delves into the speaker's experiences living in Japan, their introduction to retirement planning, and the evolution of their focus to the 4% rule in retirement planning. The conversation discusses the historical data analysis of the 4% rule, its limitations, and emphasizes the importance of annual financial plan adjustments.

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