In today's episode of Carson Group and PIMCO's Retirement Income Series, Dr. Wade Pfau dives into the 4% rule and other retirement planning strategies.

Wade is the founder of Retirement Researcher, a retirement-focused firm that uses modern and sound academic research to help clients build a retirement plan. He is also the RICP®️ Program Director at The American College.

You can find show notes and other information at CarsonGroup.com/Framework.

Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

Investment products contain risk and may lose value. There is no guarantee that an investment product will be successful in achieving its objectives. Investors should consult their investment professional prior to making an investment decision.

This podcast is brought to you by Carson Group and PIMCO, who are unaffiliated entities. This material contains the opinions of the speakers and not necessarily of Carson Group or PIMCO and such opinions are subject to change without notice.

This podcast may include discussions of investment strategies. These discussions are for illustrative purposes only and may not be appropriate for all investors. The discussions are not based on any particularized financial situation, or need, and are not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other strategy, product or service. Individuals should consult with their own financial advisors to determine the most appropriate allocations for their financial situation, including their investment objectives, time frame, risk tolerance, savings and other investments.

Pimco does not provide legal or tax advice. Further, this seminar is not intended to provide specific legal, tax, or other professional advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Any tax statements contained herein are not intended or written to be used, and cannot be relied upon or used for the purpose of avoiding penalties imposed by the Internal Revenue Service or state and local tax authorities. Individuals should consult their own legal and tax counsel as to matters discussed herein and before entering into any estate planning, trust, investment, retirement, or insurance arrangement.

Dr. Wade Pfau: Retirement Planning in a Changing World 41:35 Share

Framework with Ana Trujillo Limón

Shownotes Transcript

Dr. Wade Pfau: Retirement Planning in a Changing World