Nate Conrad

Nate Conrad, Head of LifeX at Stone Ridge Asset Management, specializes in longevity income ETFs and retirement planning. He delves into how longevity income ETFs can reshape retirement strategies, emphasizing the importance of aligning spending with investment products. Discussions include innovative bond solutions, tackling the psychological challenges retirees face, and managing ETF funds for stable income. Conrad also highlights the need for flexibility in financial planning, ensuring security as life expectancies increase.

Nate Conrad, an expert in retirement income from Lifex Funds at Stone Ridge, shares insights on bond laddering as a strategic approach for retirees. He explains how bond ladders provide predictable income compared to traditional bond funds, aligning investments with spending goals. The conversation also highlights the flexibility of Lifex ETFs, which facilitate monthly distributions tailored to retirees' needs. Additionally, Nate discusses income strategies, tax implications, and managing surplus wealth, offering practical advice for enhancing financial security in retirement.