Worry-Free Retirement Investing

Worry-Free Retirement Investing

How to use laddered inflation-indexed bonds (i.e., TIPS), CDs, fixed annuities, and fixed index annuities to meet retirement living expenses while worrying less about running out of money.

Topics covered include:

  • How individuals can use liability-driven investment strategies
  • Why now is the best opportunity to buy Treasury Inflation Protection Securities in 15 years
  • How to use bond ladders
  • How deferred fixed and deferred variable annuities work
  • How to analyze fixed index annuities


For more information on this episode click here.

Show Notes

Worry-Free Investing by Zvi Bodie and Michael J. Clowes

Market Yield on U.S. Treasury Securities at 10-Year Constant Maturity, Quoted on an Investment Basis, Inflation-Indexed—FRED

Market Yield on U.S. Treasury Securities at 5-Year Constant Maturity, Quoted on an Investment Basis, Inflation-Indexed—FRED

New 5-year TIPS auctions with a real yield of 1.732%, highest in 15 years—TIPSwatch

Complete List of Multi-Year Guaranteed Annuities (MYGAs), October 26, 2022—ImmediateAnnuities.com

Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement by Wade Pfau

A Complete Guide to Investing in TIPS and I Bonds—Money for the Rest of Us

Episode Sponsors

Express VPN – get three months free on VPN service

Aura, the new standard in digital safety

Related Episodes

279: Why All Retirees Should Consider an Income Annuity

326: The New Math of Retirement Spending and Investing

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Episoder(573)

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-politisk-preik
utbytte
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
lederpodden
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
liberal-halvtime
rss-sunn-okonomi
rss-pa-konto