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Rethinking retirement

37:36
 
Kongsi
 

Manage episode 329256287 series 3352848
Kandungan disediakan oleh InvestmentNews. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh InvestmentNews atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode, you'll hear about:

  • David's background.
  • The most compelling research David is working on now — the value of advisers.
  • Plan providers and advice — should they give it?
  • Why delay the start of Social Security benefits?
  • Decumulation.
  • Inflation.

Related Article:

Demand for Social Security advice increases

Gomez would bring industry experience to DOL’s retirement plan oversight

This season is brought to you by Realized

Realized strives to put you in control of managing your investment property wealth. Our goal is to help bridge the gap between investment property ownership and sophisticated wealth management, helping you meet your income needs in retirement and pursue your investment goals across generations. 

Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals. 

For more information, visit www.Realized1031.com/RepairShop to learn more.

Guest Bio

David Blanchett, PhD, CFA, CFP, is managing director and head of retirement research for PGIM DC Solutions. PGIM is the global investment management business of Prudential Financial Inc. In this role he develops research and innovative solutions to help improve retirement outcomes for investors. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management and before that the director of consulting and investment research for the Retirement Plan Consulting Group at Unified Trust Co.

David has published over 100 papers in a variety of industry and academic journals. His research has received awards from the Academy of Financial Services (2017), the CFP Board (2017), the Financial Analysts Journal (2015), the Financial Planning Association (2020), the International Centre for Pension Management (2020), the Journal of Financial Planning (2007, 2014, 2015, 2019), and the Retirement Management Journal (2012). He is a regular contributor to the Advisor Perspectives, ThinkAdvisor and the Wall Street Journal.

  continue reading

39 episod

Artwork
iconKongsi
 
Manage episode 329256287 series 3352848
Kandungan disediakan oleh InvestmentNews. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh InvestmentNews atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode, you'll hear about:

  • David's background.
  • The most compelling research David is working on now — the value of advisers.
  • Plan providers and advice — should they give it?
  • Why delay the start of Social Security benefits?
  • Decumulation.
  • Inflation.

Related Article:

Demand for Social Security advice increases

Gomez would bring industry experience to DOL’s retirement plan oversight

This season is brought to you by Realized

Realized strives to put you in control of managing your investment property wealth. Our goal is to help bridge the gap between investment property ownership and sophisticated wealth management, helping you meet your income needs in retirement and pursue your investment goals across generations. 

Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals. 

For more information, visit www.Realized1031.com/RepairShop to learn more.

Guest Bio

David Blanchett, PhD, CFA, CFP, is managing director and head of retirement research for PGIM DC Solutions. PGIM is the global investment management business of Prudential Financial Inc. In this role he develops research and innovative solutions to help improve retirement outcomes for investors. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management and before that the director of consulting and investment research for the Retirement Plan Consulting Group at Unified Trust Co.

David has published over 100 papers in a variety of industry and academic journals. His research has received awards from the Academy of Financial Services (2017), the CFP Board (2017), the Financial Analysts Journal (2015), the Financial Planning Association (2020), the International Centre for Pension Management (2020), the Journal of Financial Planning (2007, 2014, 2015, 2019), and the Retirement Management Journal (2012). He is a regular contributor to the Advisor Perspectives, ThinkAdvisor and the Wall Street Journal.

  continue reading

39 episod

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