Book description
Retirement portfolio guidance for finance professionals
Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning.
Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible…
Why read it?
1 author picked Retirement Portfolios as one of their favorite books. Why do they recommend it?
Michael Zwecher’s Retirement Portfolios is a classic that lays out the case for thinking about retirement from the income perspective, instead of just in terms of portfolio returns.
It provides the philosophy behind income flooring, whether that is done from a lifetime perspective or from a founding of building the income floor rung-by-run over time. This book helped to establish the foundations for treating retirement income planning as distinct from traditional investment management and wealth accumulation.
This book is fairly technical.
From Wade's list on preparing you for retirement.
If you love Retirement Portfolios...
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