055: How to Navigate The Changing Retirement Landscape with David Blanchett

Lots of retirement research comes from people who are trying to sell you products, but David Blanchett is not that kind of researcher. A CFP, CFA, and PhD, David is Adjunct Professor of wealth management at The American College of Financial Services, a leading contributor to the Wealth Management Certified Professional® (WMCP®) designation program, and the head of retirement research for Morningstar Investment Management, LLC.

For his authentic, impartial research, David has been called one of the brightest minds in financial planning by Money. He made InvestmentNews' inaugural 40 under 40 list in 2014 and has had his work featured in the New York Times, PLANSPONSOR, and the Wall Street Journal, among many others.

I've been following David's research and sharing it with colleagues and clients for years. Today, he joins the podcast to discuss the uncertainties that can set a financial plan awry, how to build a plan to protect you from the worst case scenario, and why changes in life expectancy have done more to reshape retirement planning than anything else in recent American history.

Show notes

Get access to the full show notes, including audio, transcript, and links to all the resources mentioned during the interview. Visit Howardbailey.com/55

Sign Up to Casey's Weekend Reading Email!

Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Disclosure:

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.