
Amy Arnott
Portfolio strategist at Morningstar, Inc. Specializes in retirement income research and safe withdrawal rates.
Best podcasts with Amy Arnott
Ranked by the Snipd community

Apr 25, 2025 • 23min
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Amy Arnott, a portfolio strategist at Morningstar, dives into the evolving landscape of retirement income strategies. She explains why the traditional 4% rule is now viewed as overly optimistic, proposing a more cautious 3.7% starting withdrawal rate instead. Arnott introduces a new metric for assessing spending priorities and shares insights on dynamic withdrawal strategies. The discussion also covers the timing of Social Security claims, the benefits of annuities, and unique spending strategies that aim to maximize retirees’ financial sustainability.

Sep 15, 2023 • 16min
3 of the Best Robo-Advisors, and One of the Worst
Morningstar portfolio strategist Amy Arnott and senior manager research analyst Gabe Denis discuss the blurring lines between robo-advisors and traditional financial advisors. They cover topics such as the benefits of robo-advisors, limitations of digital investment advice, and the best and worst robo-advisors of 2023.