Tag: Longevity Risk
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218 – Annuities and The Income Path with Tamiko Toland and Michael Finke
Tamiko Toland and Michael Finke join us today as founders of Income Path. Income Path is a tool that visualizes retirement income paths and the impact…
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203 – Risks That Matter to Companies And Individuals with Tamara Burden
Our world is filled with risks today. At a personal level, we’ve spent a lot of time talking about risks in managing retirement. Today, we explore how…
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175 – Thinking Ahead Of Older Age with Marti DeLiema, Naomi Karp, and Steve Vernon
Dementia presents a growing risk for all of us as we age. Research shows that even mild cognitive impairment makes it hard for people to manage their …
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171 – Helping Canadians Retire From Work, Not Life With Fraser Stark
Can a mutual fund create new income potential for investors by sharing mortality risk? The answer is “yes”, starting in Canada. Fraser Stark, Presiden…
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160 – Insurance to Help Care Givers With Tom Beauregard
Most of us will need long term care at some point in our life. What if we could purchase insurance that would help us and our caregivers navigate the …
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152 Helping The Constrained Investor Plan for Retirement With David Macchia
Too often, investment advisors focus on “reverse dollar cost averaging” strategies for retirement planning and ignore longevity risk. All too frequent…
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150 Providing Lifetime Income When Annuities May Not Available With Richard Fullmer
How can companies and governments offer lifetime income for groups of employees or other individuals when annuities may not be available? Richard Fulm…
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148 Planning for Very Long Happy Retirement With Steve Vernon
People are living longer. Much longer. How should that change how we plan for retirement? Steve Vernon, President at Rest-of-Life Communications and C…
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143 When Should Your Client Pay Off The Mortgage With Jason Fichtner
Should your client pay off their mortgage as they head into retirement? Today, Jason Fichtner joins us again to talk about the risks inherent in answ…
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131 Don’t Forget About Hidden Home Values When Planning For Retirement With Don Graves
Retirement planning conversations can easily focus only on traditional savings vehicles – 401(k)s, IRAs, money market accounts and stocks. However, ho…