Stupid Is Stupid, Sir.

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The main way that financial advisors use this particular planning tool is to look at the fixed income that somebody has from say Social Security or a pension. And then they will take part of the assets accumulated and buy other fixed income vehicles, particularly annuities. But it does reduce in most cases your projected safe withdrawal rate,. especially if you're talking about somebody who's a younger or early retiree.

In this episode we answer emails from Kyle, Esek and Erin. We discuss 529 plans, what is "enough" in terms of this podcast, and THEN the meta approaches to retirement planning and the importance of distinguishing portfolio construction and allocation strategies from portfolio management techniques, including a tour on the Good Ship Lollipop with the Outlaw Josey Wales. Errata: I said "Bernstein assumptions" when I meant "Bengen assumptions."

And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.

EconoMe Conference link: Programming & Activities - EconoMe (economeconference.com)

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