011: Rethinking Reverse Mortgages and Building Better Portfolios with Dr. Wade Pfau

Dr. Wade Pfau, CFA, the Retirement Researcher, has made his career diving deep into the world of academic retirement research to find practical applications and strategies to help retirees and financial planners alike. He's the Professor of Retirement Income at The American College and the Director of Retirement Research for McLean Asset Management and inStream Solutions.

In addition to the Retirement Researcher blog and publishing in many academic and practitioner journals, he is also a monthly columnist for Advisor Perspectives, a RetireMentor for Market Watch, a Wall Street Journal Expert Panelist, and a contributor to Forbes.

He is also the author of Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement and How Much Can I Spend in Retirement?: A Guide to Investment-Based Retirement Income Strategies. Though Dr. Pfau is an academic, his books aren't unapproachable: they're easy to read, engaging, and full of useful advice.

Today, Dr. Pfau joins the podcast to talk about the research that led to Reverse Mortgages, the key differences between investing before and after retirement, and how to build a more holistic portfolio designed to sustain your lifestyle, even in the face of a market downturn.

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