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Retirement Resource Center

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David Blanchett

07/08/2025 Redefining the Optimal Retirement Income Strategy Rebroadcast at 3-4 PM EDT

Buy now for $29 Overall Rating: 4.7 / 5 Redefining the Optimal Retirement Income Strategy – David Blanchett Despite significant advances in computing power and a relatively extensive body of research on the nature of retirement, assumptions in retirement research and income planning tools have evolved only modestly over the last 30 years. Improving our …

Read more07/08/2025 Redefining the Optimal Retirement Income Strategy Rebroadcast at 3-4 PM EDT

Lifetime Income: A License to Spend Rebroadcast

Buy now for $29 Overall Rating: 4.5 / 5 Lifetime Income: A License to Spend – David Blanchett Deciding how much to spend from savings in retirement is complicated given uncertain lifespans, asset returns, inflation, etc. This presentation explores the concept that lifetime income can gives retirees a “license to spend” whereby households with a …

Read moreLifetime Income: A License to Spend Rebroadcast
Estimating the True Cost of Retirement – David Blanchett

Estimating the True Cost of Retirement

Buy now for $29 Overall Rating: 4.3 / 5 View a short clip of this presentation on YouTube. Estimating the True Cost of Retirement – David Blanchett Retirement is the most expensive “purchase” faced by most individuals. To properly forecast the value of assets during retirement, it is important to consider several other variables when …

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No Portfolio Is An Island – David Blanchett

No Portfolio Is An Island

Buy now for $29 Overall Rating: 4.3 / 5 View a short clip of this presentation on YouTube. No Portfolio is an Island – David Blanchett Gain insight into how important it is that we help our clients prepare financially for retirement by considering their total wealth, and not only their investable assets. Financial assets, …

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David Blanchett PhD, CFA, CFP, Guaranteed Income: The Forgotten Household Asset

Guaranteed Income: The Forgotten Household Asset

Buy now for $29 Overall Rating: 4.6 / 5 Guaranteed Income: The Forgotten Household Asset – David Blanchett 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 …

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Impact of Retirement Age Uncertainty on Retirement Outcomes - David Blanchett

Impact of Retirement Age Uncertainty on Retirement Outcomes

Buy now for $29 Overall Rating: 4.5 / 5 Impact of Retirement Age Uncertainty on Retirement Outcomes – David Blanchett While encouraging planners to consider modeling early retirement to ensure clients are prepared, Blanchett’s award-winning research addresses the implications of retirement age assumptions and the impact on retirement savings for individuals who retire at earlier …

Read moreImpact of Retirement Age Uncertainty on Retirement Outcomes

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