121: The Safety First Approach to Retirement Income with Wade Pfau
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 30 March 2020
⏱️ 69 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
Today's guest is Wade Pfau, the Retirement Researcher. He's the author of The Retirement Researcher's Guide Series, a collection of books in which he's explored investment-based strategies, ways to use reverse mortgages to secure your retirement, and much more.
Wade has dedicated his career to helping retirees answer tough questions, understand their options, and build financial plans that will truly serve them.
In his new book, Safety-First Retirement Planning, he provides highly insightful, valuable information for anyone considering making annuities a part of their retirement portfolio.
Today, Wade returns to the podcast for a deep dive into this topic. You'll learn how you can utilize the many financial products available to reduce your risk, the different approaches you can take as you create your retirement plan, and the intentional strategies that will help you live the life you spent your career aspiring toward.
Show Notes: Howardbailey.com/121
Rate & Review the Podcast: RetireWithPurpose.com/review
Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.4 | His newest book, Job Optional, is a Wall Street |
| 0:21.3 | Journal bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on |
| 0:27.9 | Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven by |
| 0:34.1 | meaning and purpose. Join me this week and every week as we discuss thoughts and ideas |
| 0:40.3 | with some of today's foremost experts in the field of finance and retirement, as well as |
| 0:45.8 | discussing trending topics that could impact your bottom line. These discussions can help you |
| 0:51.5 | make better financial decisions so you can live the lifestyle you've always imagined and deserved. |
| 0:57.9 | Welcome to the show. |
| 1:02.3 | Today, we have a very special guest for you. |
| 1:05.2 | We've got Dr. Wade Fow back with us. |
| 1:08.5 | And if you didn't catch Dr. Fow's first interview with us, that was back in |
| 1:13.2 | episode 11, where we discussed his book on reverse mortgages, the Retirement Researcher's |
| 1:19.7 | Guide series on reverse mortgages, how to use reverse mortgages to secure your retirement. |
| 1:26.7 | And today we're going to be talking about it, his latest book |
| 1:29.3 | in the series titled Safety First Retirement Planning, an Integrated Approach for a Worry-Free |
| 1:34.5 | Retirement. The book prior to that was called How Much Can I Spend in Retirement, a Guide to Investment-Based |
| 1:40.8 | Retirement Income Strategies. So I've been really excited to have Wade on the show, |
| 1:45.6 | and I'm always excited to have Wade on the show because Wade is actually nerdyer than I am, |
| 1:50.5 | and that's hard to come by. But I love this guy's research. He comes at things from an academic |
| 1:56.6 | perspective, and I find there's just so much bias out there in the financial world today. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Casey Weade, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Casey Weade and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.