In this conversation, Alex Murguia and Wade Pfau discuss various topics related to retirement planning, including glide paths, asset allocation, index funds, and tax planning. They address questions about implementing a rising equity glide path, asset allocation across different types of accounts, the performance of index funds, and the availability of withdrawal strategy software for retirees. They also touch on the topic of Medicare and HSA contributions. Overall, the conversation provides valuable insights into retirement planning strategies and considerations.
Takeaways
Chapters
00:00 Episode 131 Starts
01:29 Asset Allocation and Glide Paths in Retirement
04:07 Understanding Index Fund Performance
07:10 The Drawbacks of Equal-Weighted Indices
10:47 Tax-Efficient Asset Location
21:46 Limitations of Withdrawal Strategy Software
28:00 Managing Medicare and HSA Contributions
32:33 The Value of Professional Advice in Retirement Planning
Links
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2024! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean’s free eBook, “Retirement Income Planning”
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