Wade D. Pfau, PhD, CFA, RICP® is the founder of Retirement Researcher, an educational resource for individuals and financial advisors on topics related to retirement income planning. He is a co-founder of the Retirement Income Style Awareness tool and a co-host of the Retire with Style podcast. Mr. Pfau also serves as a principal and the director of retirement research for McLean Asset Management. He is a professor of practice at the American College of Financial Services and past director of the Retirement Income Certified Professional® (RICP®) designation program. He holds a doctorate in economics from Princeton University and has published more than sixty peer-reviewed research articles in a wide variety of academic and practitioner journals. Wade’s newest book is Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success.
Discussions about retirement income planning can become quite confusing as there are so many different viewpoints expressed in the consumer media about the best approach to take. This presentation identifies and validates a set of scorable retirement income factors to define preferences for an overall retirement income style that will help you choose from the different viable retirement income strategies available.