Personal Pension Radio

Doctor Wade Pfau is known as the Retirement Researcher. He is the Professor of Retirement Income at The American College, which educates financial planners. Doctor Pfau is also the Director of Retirement Research for McLean Asset Management and inStream.

Dr. Pfau earned a Ph.D. in economics from Princeton University in 2003 with a dissertation about Social Security reform, and became a Charterend Financial Analyst charterholder in 2011.

Excertp from Dr. Pfau's website:

People are living longer. Corporate pensions from shifting away from traditional defined-benefit frameworks (where employers bear the responsibility to fund pension promises) to defined-contribution frameworks (where workers need to figure out their own retirement planning strategy).
Folks are now increasingly responsible to figure out how much to save while working and how to convert their savings into sustainable income for the rest of their lives. Making the right decisions is an exceedingly complicated task. But the job is not insurmountable.

  • Do I have enough saved to afford retirement?
  • What is the 4% rule?
  • What is the appropriate mix of stocks and bonds in retirement?
  • When should I start Social Security benefits?
  • What is the difference between fixed and variable annuities?
  • How can I build a retirement income strategy that will last?



Direct download: PPR_21_Wade_Pfau_Updated.mp3
Category:Personal Finance -- posted at: 7:00am PDT