Jul 5 • 1HR 3M

Wade Pfau - One of the Top Thinkers in Retirement Planning Discusses the Dangers of Conventional Monte Carlo and His Take On Achieving a Financially Successful Retirement

Open in playerListen on);

Appears in this episode

Larry Kotlikoff
Economics can make a massive difference - collectively and personally. Listen in as we chat with some of the most influential leaders in economics across the globe.
Episode details

Watch on YouTube

This is an exciting, in depth conversation about retirement planning! Do take a look and/or listen!

Below, please find Wade's amazing bio. The key thing to note is he's a PhD in Economics from Princeton University. There are so few economists engaging with the professional community and households on financial planning. It's great to be in Wade's company.

His websites are wadepfau.com and retirementresearcher.com. He's the author of four books -- the most recent is Retirement Planning Guidebook.

Wade D. Pfau, PhD, CFA, RICP® is the founder of Retirement Researcher, an educational resource for individuals and financial advisors on topics related to retirement income planning. He is a co-founder of the Retirement Income Style Awareness tool and a co-host of the Retire with Style podcast. He also serves as a principal and the director of retirement research for McLean Asset Management. He also serves as a Research Fellow with the Alliance for Lifetime Income and Retirement Income Institute. He is a professor of practice at the American College of Financial Services and past director of the Retirement Income Certified Professional® (RICP®) designation program.

He holds a doctorate in economics from Princeton University and has published more than sixty research articles in a wide variety of academic and practitioner journals. His research has been discussed in outlets including the print editions of the Economist, New York Times, Wall Street Journal, Time, Kiplinger’s, and Money magazine.

Wade is a past selectee for the Investment News Power 20 in 2013 and inaugural 40 Under 40 in 2014, the Investment Advisor 35 list for 2015 and 25 list for 2014, and Financial Planning magazine’s Influencer Awards. In 2016, he was chosen as one of the Icons and Innovators by Investment News. He is a two-time winner of the Journal of Financial Planning Montgomery-Warschauer Editor’s Award, a two-time winner of the Academic Thought Leadership Award from the Retirement Income Industry Association, and a Best Paper Award winner in the Retirement category from the Academy of Financial Services. Wade served for four years as a coeditor of the Journal of Personal Finance.

Wade has contributed to Forbes, Advisor Perspectives, and as an Expert Panelist for the Wall Street Journal. He has spoken at the national conferences of organizations such as the CFA Institute, the CFP Board, the FPA, NAPFA, and the Academy of Financial Services.

Economic Matters - The podcast is hosted by Laurence Kotlikoff and moderated by Alex Kotlikoff.

Laurence Kotlikoff is a Boston University Economist, a NY Times Best Selling Author, President of maxifi.com, and Author of Money Magic.

Stay Connected: FacebookTwitterLinkedIn

Future-Proof Your Finances!