The impact of inflation on retirement planning | podcast
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
older couple sitting at table outside
Resources

The impact of inflation on retirement planning | podcast

13 days ago · 19 min listen

Many professionals haven’t gone through a period of high inflation like we’re experiencing now. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews expert Wade Pfau, PhD, CFA, to get you up to speed with what to be thinking about for your clients nearing and in retirement. Wade answers the following questions:

  • Why is investing for retirement different from pre-retirement?

  • How do risks change in retirement?

  • What is the difference between investment risk and sequence of returns risk?

  • What is the idea behind a "safe withdrawal rate"?

  • Is the 4% rule a useful guideline for retirees?

  • What is the impact of low interest rates and high market valuation levels on withdrawal rates?

  • What is the impact of higher inflation on safe withdrawal rates?

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/to access show notes with direct links.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.


What did you think of this?

Every bit of feedback you provide will help us improve your experience

What did you think of this?

Every bit of feedback you provide will help us improve your experience

Related content