Complexities & Risks of Retirement Financial PlanningThis course is an interview with Robert Powell, award-winning financial journalist, and Martha Shedden, president and co-founder of NARSSA.
Topics covered include:
The current Social Security and retirement landscape
Not just retiring from, but "retiring to something"
New retirement research, products and laws
Retirement planning pitfalls
Weathering historical anomalies and risk capacity
Upon successful completion of this course, participants will be able to:
Explain why "the decumulation or use of savings in retirement is the nastiest, hardest problem in finance".
List some newer retirement research, products, and laws that retirees may not be aware of.
Understand the value of ongoing "asset-liability matching" and covering essential expenses with guaranteed income sources.
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