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.
Summary
By the retirement & income deskIn 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
Similar items
Same topic Episode 252: Tax Diversification: How to Keep More of Your Retirement Savings | RWRetire With Style (Wade Pfau) |
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.