Retirement income, annuities, 401(k) plans and decumulation, for advisors building income for clients. Selected by our editors.
29 videos and podcasts · new this week: 4
For wealth professionals working with retiree clients, the episode frames account-type choice and withdrawal timing as tax-planning considerations. It reviews mechanics such as RMDs, Roth conversions and asset location that can affect retirement income planning discussions.
Retirement income planning is a core advisory task, and this episode focuses on income sources other than bonds alongside withdrawal and spending decisions. Advisors working on retiree portfolios may want to hear how the guests frame those trade-offs.
Wealth professionals working with older clients or their families may find the discussion useful for understanding how cyber fraud and cognitive decline can intersect. The episode also addresses when a financial professional should be brought into the conversation.
For wealth professionals who work with retirement plans or retirement policy, the episode packages research and policy discussion around 401(k) tax incentives and retirement security. It may be useful context for conversations about plan design, tax benefits and the direction of U.S. retirement policy.
The episode is aimed at advisors who are questioning their next move or considering a firm transition, and it frames that decision around whether the problem is the environment rather than the work itself. It offers practice-level framing rather than market or product content.
The description points to a broad agenda of themes advisors get client questions about, including concentration in the stock market and the effect of higher rates on housing. It is a general discussion format rather than a research presentation, so the value is in how two commentators frame those questions.
For advisors building retirement income plans, the discussion focuses on assumptions and policy mechanics that can change client outcomes, including Social Security, long-term care and decumulation.
The episode works through the mechanics advisors use when building retirement income: how buffer or reserve assets fit a total return approach, how valuations feed into withdrawal-rate assumptions, and how annuities are classified in a plan. It is framed as a discussion of planning math rather than product selection.
The episode is pitched at the client-conversation side of advising, pairing market-strategy perspective with behavioral finance at a moment the description calls uncertain. Advisors thinking about how to frame 'stay the course' discussions with clients may find the framing relevant.
For advisors working with retirees, the episode lays out how taxes interact with spending, investments and future income when evaluating Roth conversions and withdrawal choices. It frames tax planning as a whole-picture exercise rather than optimization of a single bracket or decision.
For wealth professionals, the episode offers a view of how retirement and personal-finance concepts are being explained to middle-class and do-it-yourself audiences. It touches on Social Security, long-term care, annuities, and the value of working with an advisor later in life.
It offers a look inside how one of Canada's largest pension plans structures a whole portfolio across public and private assets, including the case for in-house versus external management and the use of leverage and liquidity. Useful context for allocators thinking about the same trade-offs in smaller portfolios.
The episode lays out the assumptions behind a long-term S&P 500 target and the near-term risks Yardeni is weighing, including bond yields, fiscal deficits and diesel-related inflation. It gives wealth professionals a structured view of one prominent market commentator’s framework for earnings, AI spending and consumer demand.
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