Wade Pfau & Michael Finke on Using Annuities to Optimize Retirement
November 13, 2024 by Brad Pistole
In this conversation, Brad Pistole hosts Dr. Michael Finke and Dr. Wade Pfau, two experts in retirement planning. They discuss the importance of guaranteed income, the shift from traditional bonds to annuities, and the concept of mortality credits. The discussion also covers the RISA assessment tool for retirement planning and offers practical advice for pre-retirees and retirees on how to manage their finances effectively. The experts emphasize the need for a tailored approach to retirement income, focusing on individual goals and risk tolerance.
Wink’s Moore on the Market: I really enjoyed my friend Brad Pistole, RICP®, CAS®, IRMAACP™‘s recent interview with my buddies Michael Finke and Wade Pfau.
Thank you, Brad. I appreciate you bringing together these two industry heavyweights for a compelling conversation on lifetime income. -sjm
