PREMIUM: HOPKINS & GHILARDUCCI

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FAILING RETIREMENT

Why are so many American seniors facing downward mobility in retirement? Retirement experts Teresa Ghilarducci and Jamie Hopkins have answers and solutions.

WEALTHTRACK Episode #1624; Originally Broadcast on December 13, 2019

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TERESA GHILARDUCCI

• Co-author, Rescuing Retirement: A Plan to Guarantee Retirement Security for All
  Americans,
• Director of the Schwartz Center for Economic Policy Analysis (SCEPA),
• Director of The New School’s Retirement Equity Lab (ReLab),
• Professor of Economics, The New School for Social Research,

JAMIE HOPKINS

• Author, Rewirement: Rewiring the Way You Think About Retirement,
• Finance Professor,
• Creighton University College of Business

Newsletter available soon.

HAVE A PLAN TO SAVE REGULARLY

Top 10% of savers in every income group consistently held 10-20 times retirement
wealth of bottom 10% of savers

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Rescuing Retirement: A Plan to Guarantee Retirement Security for All Americans (Columbia Business School Publishing)

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Rewirement: Rewiring The Way You Think About Retirement!

GHILARDUCCI: DEFER SOCIAL SECURITY

• Wait until 70 to collect
• Each year deferred adds 8% to annual benefits for life

HOPKINS: BOND PORTFOLIO REPLACEMENT

• Consider a Fixed-Indexed Annuity with an income rider
• Protection from losses
• Partial upside potential based on the chosen index
• Provides investment stability and income for life

No stock mentions in this episode.

This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

Jamie hopkins from the WEALTHTRACK Archives:

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FINANCIAL INSECURITY

Financial insecurity in childhood was a primary motivator for both Teresa Ghilarducci’s and Jamie Hopkins’ personal and professional interest in retirement security.

PRESCIENT ECONOMIST DAVID ROSENBERG WARNS OF MOUNTING RECESSION SIGNS

Social Security has been one of the most popular topics on WEALTHTRACK over the years. During public television’s fall fundraising drive we are revisiting our interview with Social Security guru, Mary Beth Franklin who will tell us about an expiring benefit for those born by January 1, 1954, and for younger viewers why tracking your social security account early can pay off. You can watch that episode again here. NEW THIS WEEK…
Influential economist David Rosenberg lays out a persuasive case for the end of the record-breaking economic recovery in part one of a two-part WEALTHTRACK podcast.

DAVID ROSENBERG

• Economist & Strategist,
• Gluskin Sheff + Associates Inc.
• Founder & Chief Economist (as of January 2, 2020),
• Rosenberg Research and Associates

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David Rossenberg from the WEALTHTRACK Archives:


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PREMIUM – TRENNERT

RECESSION & BEAR MARKET RISKS

Recession and bear market risks with Financial Thought Leader Jason Trennert

WEALTHTRACK Episode #1620; Originally Broadcast on November 15, 2019

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JASON TRENNERT

• Co-Founder, Chief Investment Strategist,
• Strategas Research Partners

Newsletter available soon.

PAY ATTENTION TO POLICY, NOT POLITICS

Political drama doesn’t determine:
• financial plan
• portfolio direction
• business climate

Policy can determine:

• Interest rates
• Taxes
• Rules and regulations

Keeping At It: The Quest for Sound Money and Good Government

REGIONAL BANKS BENEFIT

Buy SPDR® S&P® Regional Banking ETF (KRE)

KRE data by YCharts

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GREAT ECONOMIC HERO

Jason Trennert, a student of Wall Street, Main Street and Washington has seen it all from his perch as an influential investment strategist and head of a leading macro research firm. Always on the look-out for inspiring leaders, he has one to share with us.

Keeping At It: The Quest for Sound Money and Good Government