Risk Parity Radio cover image

Episode 240: Dirty Harry Kicks Over A Dignity Bucket And Portfolio Reviews As Of February 3, 2023

Risk Parity Radio

00:00

Stupid Is Stupid, Sir.

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app