Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

The Importance of Managing Drawdowns in Retirement

Apr 15, 2024

58:29

In this episode of Two Quants and a Financial Planner, we dive into the important topic of withdrawal rates and retirement planning. We discuss how Monte Carlo simulations can help us understand the potential outcomes and risks associated with different withdrawal strategies. We also explore the concept of sequence of returns risk and how it can impact a portfolio's longevity. Additionally, we examine how utilizing different asset classes and employing factor investing can potentially enhance retirement outcomes.

We hope you enjoy the discussion.

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