Retirement & income · Podcast

Talk Your Book: Beyond Bonds in Retirement

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.

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Summary

By the retirement & income desk

In this Talk Your Book episode of Animal Spirits, Michael Batnick and Ben Carlson are joined by Matt Kaufman of Calamos to discuss generating income in a portfolio outside of bonds. The conversation covers alternative sources of yield, spending more money in retirement, and creating a sustainable withdrawal strategy.

The episode looks at generating portfolio income outside of bonds
Alternative sources of yield are discussed
The guests cover spending more money in retirement
Creating a sustainable withdrawal strategy is part of the conversation

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