
Nate Conrad
From Lifex Funds at Stone Ridge. Expert in retirement income and bond laddering strategies, focusing on Lifex ETFs.
Best podcasts with Nate Conrad
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12 snips
Nov 4, 2024 • 28min
Talk Your Book: Longevity Income
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.

6 snips
Mar 25, 2025 • 50min
Episode 171: Unlocking the Secrets of Bond Laddering
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.