We talk about a strategy to make your retirement portfolio last with one of the most respected financial planners in the country. We have a rare interview with Harold Evensky, President of the fee-only financial advisory firm, Evensky & Katz. Evensky has been recognized as a top financial advisor by numerous publications, held leadership positions on many professional financial industry boards, writes financial columns and papers and is the author of several books including Wealth Management.
FAMILIARIZE YOURSELF WITH IMMEDIATE ANNUITIES
Payouts are still much higher than what you can get on long term U.S. treasuries. Mary Beth Franklin recommends pre-retirees check out deferred income annuities: you pay a lump sum to the insurance company and you determine the date future payments begin.
Robert Shiller: Expert on Market Bubbles Weighs in on Housing, Stocks and Bonds
Why is renowned Yale economist, Robert Shiller, who predicted the bursting of the tech and housing bubbles, now calling the bond market “dangerous”? Financial Thought Leader and visionary Robert Shiller shares his views and advice on the stock, bond and housing markets.
Robert Shiller: A Different Perspective on Financial Institutions
In his latest book, Finance and the Good Society, Yale professor and economist Robert Shiller advocates for more financial innovation and more financial products. He explains why. [bliptv id=”hsM9g5DJRwA”] Robert Shiller’s Financial Markets class can be found on Open Yale courses
MAKE SURE YOU OWN SOME STOCKS
As far as inflation beating returns, preserving your purchasing power, U.S. stocks beat U.S. government bonds hands down.
Great Investor Mark Headley: “You Learn From Your Losses”
Matthews Asia’s portfolio manager Mark Headley tells Consuelo about the sport closest to his heart and the lessons learned from it. [bliptv id=”hsM9g5CXQAA”] Watch this episode with Mark Headley
