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The latest Retirement Income Challenge is ONE week away! Join us March 4th-7th at 12-2PM ET and take the first step to transforming your retirement goals into a retirement plan! Register here: bit.ly/49iV9Sb

Tip of the Day from the Retirement Planning Guidebook (Amazon link: amazon.com/Retirement-Pla…) The order of market returns matters. Market returns just before and after retirement have a disproportionate impact on our lifetime financial success. This is sequence of returns risk.

Being a guest on El Podcast Media El Podcast was a pleasure... Mastering Retirement Finances: A Comprehensive Guide (w/ Dr. Wade Pfau) ... youtu.be/QcjWy_1I52w?si…

Last chance to register for the Retirement Income Challenge! Join us today at 12PM to help you turn your retirement goal into a well-crafted retirement plan. Register here: bit.ly/49iV9Sb

Tip of the Day from the Retirement Planning Guidebook (Amazon link: amazon.com/Retirement-Pla…) Flexible spending strategies represent one of the four key methods to manage sequence-of-return risk in retirement. But how should one adjust their spending? #retirement

Tip of the Day from the Retirement Planning Guidebook (Amazon link: amazon.com/Retirement-Pla…) Long-term care is potentially the largest spending shock facing retirees. But how much should be set aside in a retirement plan to manage uncertain long-term care expenses? #retirement

Tip of the Day from the Retirement Planning Guidebook (Amazon link: amazon.com/Retirement-Pla…) One of many limitations of the 4% rule for retirement spending is that it doesn’t incorporate taxes. How much will taxes reduce the after-tax initial spending rate? #retirement

How Interest-Rate Cuts Might Affect Annuity Holders fa-mag.com/news/how-inter…

Tip of the Day from the Retirement Planning Guidebook (Amazon link: amazon.com/Retirement-Pla…) Did you know that for a non-smoking couple both aged 65, there is a 10% chance that at least one of them will make it to age 100? Longevity is here and retirees need a plan. #retirement

Tip of the Day from the Retirement Planning Guidebook (Amazon link: amazon.com/Retirement-Pla…) Effective marginal tax rates paid on distributions of ordinary income can greatly exceed federal income tax rates. #retirement #taxplanning #RothConversions

Thank you Morningstar, Inc. and Carole Hodorowicz for suggesting that investors start with the Retirement Planning Guidebook to get themselves prepared for retirement! Morningstar link: morningstar.com/retirement/7-b… Retirement Planning Guidebook at Amazon: amazon.com/Retirement-Pla…

Tip of the Day from the Retirement Planning Guidebook (Amazon link: amazon.com/Retirement-Pla…) In many cases, front-loading taxes in retirement using Roth conversions can lay the foundations for dramatically lower overall taxes and greater after-tax spending and legacy. #retirement

I don't often get ahead of Dave Ramsey. Get the Retirement Planning Guidebook while it's hot! Amazon: amazon.com/Retirement-Pla…

Join Wade Pfau, Alex Murguia, and Bob French in the free 4-day Retirement Income Challenge. Take the first steps in creating your retirement plan by joining us Monday, August 26th at 12PM ET! Register here: bit.ly/4chjuIC

Innovator is excited to host Wade Pfau, a critically-acclaimed researcher and author in the field of retirement income planning, as he presents his retirement findings from over 60 peer-reviewed articles, four books, and his role as Director of Retirement Research at McLean Asset

Make sure you understand your Medicare's Aunt IRMAA can impact your taxes in retirement by reading Chapter 10 of the Retirement Planning Guidebook (Available at: Books2Read.com/Retirement).

Dr. Wade Pfau’s Retirement Planning Guidebook is a personal favorite and must read in order to master personal finance! It’s timeless for all ages. I’d recommend it to both clients and Financial Advisors!

✈️🌴 The Surprisingly Well-Funded Adventures of Eleanor D. 🌴✈️ She’s exploring the world—not worrying about outliving her savings. 📘 Retirement Planning Guidebook gave her the roadmap. Start your adventure today. #RetirementPlanning #FinancialFreedom 🔗 Books2Read.com/Retirement