Retirement Repair Shop with Mary Beth Franklin - Rethinking retirement

Rethinking retirement

12/08/21 • 37 min

Retirement Repair Shop with Mary Beth Franklin

In this episode, you'll hear about:

David's background.
The most compelling research David is working on now — the value of advisers.
Plan providers and advice — should they give it?
Why delay the start of Social Security benefits?
Decumulation.
Inflation.

Demand for Social Security advice increases

Gomez would bring industry experience to DOL’s retirement plan oversight

This season is brought to you by Realized

Realized strives to put you in control of managing your investment property wealth. Our goal is to help bridge the gap between investment property ownership and sophisticated wealth management, helping you meet your income needs in retirement and pursue your investment goals across generations.

Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals.

For more information, visit www.Realized1031.com/RepairShop to learn more.

Guest Bio

David Blanchett, PhD, CFA, CFP, is managing director and head of retirement research for PGIM DC Solutions. PGIM is the global investment management business of Prudential Financial Inc. In this role he develops research and innovative solutions to help improve retirement outcomes for investors. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management and before that the director of consulting and investment research for the Retirement Plan Consulting Group at Unified Trust Co.

David has published over 100 papers in a variety of industry and academic journals. His research has received awards from the Academy of Financial Services (2017), the CFP Board (2017), the Financial Analysts Journal (2015), the Financial Planning Association (2020), the International Centre for Pension Management (2020), the Journal of Financial Planning (2007, 2014, 2015, 2019), and the Retirement Management Journal (2012). He is a regular contributor to the Advisor Perspectives, ThinkAdvisor and the Wall Street Journal.

In this episode, you'll hear about:

David's background.
The most compelling research David is working on now — the value of advisers.
Plan providers and advice — should they give it?
Why delay the start of Social Security benefits?
Decumulation.
Inflation.

Demand for Social Security advice increases

Gomez would bring industry experience to DOL’s retirement plan oversight

This season is brought to you by Realized

For more information, visit www.Realized1031.com/RepairShop to learn more.

Guest Bio

Previous Episode

Getting Back on Track

How COVID is affecting women's finances and retirement prospects - 2:00 minutes
How can companies and broader institutions change the environment to support women - 5:30
How can FAs support - 8:45
Opportunities out of increased savings - 12:00
Retirement policy issues coming out of the pandemic - 14:30
Pandemic effect on workers' savings - 18:30
Next questions to look at, post-pandemic - 21:30

This episode is sponsored by Transamerica.

For more information, and tools on how you can support female clients on their journey to and through retirement visit www.transamerica.com/women-and-investing

Next Episode

Real estate as an asset class

In this episode you'll hear about:

Why should investors consider real estate?
Income and assets minimum requirements?
Diversification.
Rental trends in the future.
Real estate as income.
DST compared to a 1031 exchange (the investing vehicle for this).
Can investors without real estate partake in this exchange?
Liquidity.

This season is brought to you by Realized

For more information, visit www.Realized1031.com/RepairShop to learn more.

Guest Bios:

Drew Reynolds serves as chief investment officer and head of the research group at Realized. In this role, he is responsible for sourcing, evaluating, and structuring investments as well as leading development and implementation of new initiatives and strategies. Additionally, he manages the group’s day-to-day activities and oversees all investment underwriting and due diligence functions. Drew has been with Realized since the company’s inception in 2015 and is a member of the firm’s Due Diligence Committee and Leadership Team.

In his current role as head of wealth management and chief revenue officer for Realized, Rob Johnson is responsible for directing sales and business development efforts for the firm. As head of sales for Realized, Rob is dedicated to ensuring a positive client experience throughout their long relationship with the firm.