Retire With Style

Episode 102: Practical Implementation of Time Segmentation with Rob Cordeau

Nov 7, 2023
Guest
Rob Cordeau
Rob Cordeau, Managing Director of Wealth Management at McLean Asset Management, discusses practical implementation of Time Segmentation in retirement planning. Topics include bucketing assets for financial goals, behavioral benefits in investments, creating income streams with CD and bond ladder strategies, balancing rules and flexibility in financial planning decisions, and rearchitecting a bond portfolio for stability.
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Episode notes
1
Introduction
00:00 • 2min
2
The Strategy of Bucketing Assets for Financial Goals
02:25 • 9min
3
Exploring Time Segmentation and Behavioral Benefits in Investments
11:40 • 5min
4
Time Segmentation for Retirement Income
16:34 • 17min
5
Balancing Rules and Flexibility in Financial Planning Decisions
33:10 • 2min
6
Rearchitecting a Bond Portfolio: A Focus on Stability and Guarantee
35:38 • 10min
7
Wrap-up Discussions on Tax-Free Interest, Light-hearted Banter, and Appreciation
45:11 • 2min