Episode 138

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Published on:

27th Sep 2022

ReSolve Riffs with Wade Pfau on Optimal Retirement Strategies

Wade Pfau is Professor of Retirement Income at The American College and has published several books on retirement, most recently The Retirement Planning Guidebook: Navigating The Important Decisions For Retirement Success. He joined us for an awesome discussion that included:

  • The drawbacks of privatized retirement plans
  • Why longevity pooling is so important
  • Trade-offs between defined benefits and defined contribution plans
  • Varying incentives across countries
  • How different systems can withstand long-term shocks
  • Path dependency, sequence of returns and the most crucial period for a retirement portfolio
  • Motivations for writing his latest book and debunking retirement myths
  • Safety First vs Probability First
  • Optionality vs Commitment
  • Different profiles and preferences, and a framework to accommodate them all
  • A controversial take on the importance of asset allocation
  • Why a 4% withdrawal rate is the least efficient approach
  • Navigating the tax maze
  • And much more

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.

 

*ReSolve Global Inc. refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global Inc. is a registered person with the Cayman Islands Monetary Authority.

 

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About the Podcast

Resolve Riffs Investment Podcast
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence.
These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence. Welcome to the journey.

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.