Bogleheads® Conference 2023 - Wade Pfau Discusses Retirement Income Planning with Jim Dahle

Jim Dahle interviews Wade Pfau about retirement income styles, retirement spending strategies, annuities, reverse mortgages, and more. Chapters: 0:00 Introduction of Wade Pfau 1:26 Industry conflicts of interest 3:03 International safe withdrawal rates 4:10 Two schools of thought about retirement income 5:07 Dealing with Conflicts of Interest 8:29 Decumulation phase as compared to accumulation phase 12:25 Retirement income styles 23:56 Sequence of returns risk 28:18 Variable spending stratgies 39:27 Annuities 44:47 Whole life insurance 50:55 Reverse mortgages Recorded on October 14, 2023. The complete Bogleheads 2023 Conference Proceedings can be found at https://boglecenter.net/2023conference/ Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics. The Bogleheads University Courses can be found at https://boglecenter.net/bogleheads-un.... Slides and transcripts are also available. The John C. Bogle Center for Financial Literacy (https://boglecenter.net/) is a non-profit organization dedicated to improving financial literacy. The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial well-being through education and community. The Center envisions a world of well-informed, capable, and empowered investors. Community outreach is achieved through the Bogleheads forum, wiki, and blog, as well as in-person and virtual Bogleheads chapters worldwide. Bogleheads.org: Bogleheads Website Home Page: https://www.bogleheads.org/index.php Bogleheads Forum: https://www.bogleheads.org/forum/inde... Bogleheads Wiki: https://www.bogleheads.org/wiki/Main_... Bogleheads Blog: https://www.bogleheads.org/blog/ Investors can get started here: https://www.bogleheads.org/wiki/Getti... Social media: Bogleheads on Facebook:   / bogleheads   Bogleheads on Twitter:   / bogleheads   Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.