05/22/2023 Guaranteed Income: The Forgotten Household Asset – David Blanchett – Rebroadcast

“Guaranteed Income: The Forgotten Household Asset”
by David Blanchett, PhD, CFA, CFP®, Head of Retirement Research, Morningstar Investment Management
Webinar – Monday, May 22, 2023, 1 – 2 PM EDT

Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement liability.

Explore why financial planners need to consider guaranteed income more fully, since doing can have significant implications on optimal investing and spending strategies. Topics about guaranteed income discussed include: its role on the balance sheet, its impact on [read more …]