4.4 • 823 Ratings
🗓️ 28 September 2021
⏱️ 38 minutes
🧾️ Download transcript
Wade Pfau is one of America’s top financial-planning experts and the author the recently published Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success. Bro talks with Wade about how to coordinate your portfolio, Social Security, home equity, insurance, and different types of accounts to create dependable income that lasts as long as you do.
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0:00.0 | This is Motley Fool Answers. I'm Alison Southwick, joined as always by Robert Brokamp, |
0:07.7 | personal finance expert here at the Motley Fool. It's the last week of the month, which means |
0:12.3 | we get to eavesdrop as Bro sits down for a chat with a money expert. And this month, |
0:16.9 | he's joined by Wade Fow, one of America's top financial planning experts and the author |
0:21.7 | of the recently published Retirement Planning Guidebook, Navigating the important decisions for retirement |
0:26.9 | success. They'll talk about how to coordinate your portfolio, Social Security, Home Equity, |
0:31.7 | insurance, and different types of accounts to create dependable income that lasts as long as you do. |
0:40.0 | All that and nothing more, but my immense gratitude for our listeners on this week's episode of Molly Full Answers. |
0:45.7 | A retirement plan involves coordinating a lot of moving parts, investments, IRAs, 401K, |
0:51.2 | Social Security, Medicare, home equity, Estate Planning, and more. |
0:58.5 | It would take a very comprehensive book to explain it all and provide guidance on how to fit all these puzzle pieces together. |
1:00.6 | Well, fortunately, that book has just been published. |
1:03.2 | It's the retirement planning guidebook, navigating the important decisions for retirement |
1:07.1 | success. |
1:08.2 | And the author is Wade Fow, the professor of retirement income at the |
1:11.2 | American College of Financial Services, and the big brain behind the cornucopia of informative |
1:16.2 | articles at Retirementresearcher.com. Wade, welcome back to Motleyful Answers. Thanks. It's a pleasure |
1:22.0 | to be back. So congratulations on the book. It truly is very comprehensive. That said, I'd like to begin |
1:28.3 | with a topic not in your book. And one that I think is sort of neglected in financial planning, |
1:33.7 | and that is career management. And I'd particularly love to get your thoughts on the topic because |
1:38.4 | you've had such a successful career. I first interviewed you back in December of 2011 for a print article. And I began that article |
1:46.3 | with, quote, if there's such a thing as a rising star in the world of financial planning, |
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