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Tag: Retirement

Factor Investing for Retirement with DFA's Mathieu Pellerin
2 years ago
Factor Investing for Retirement with DFA's Mathieu Pellerin

In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu…

Using Variable Withdrawal Rate Strategies in Retirement
2 years ago
Using Variable Withdrawal Rate Strategies in Retirement

Many investors are familiar with the 4% rule and fixed withdrawal rate retirement strategies. But in the real world, maintaining a fixed withdrawal rate is rarely the way things actually…

Retirement Planning with Monte Carlo: Inputs, Interpretation and Limitations
2 years ago
Retirement Planning with Monte Carlo: Inputs, Interpretation and Limitations

In this episode of the Education of a Financial Planner, we take a detailed look at Monte Carlo simulation and how it is used in retirement planning. The look at…

Understanding the 4% Rule and Safe Withdrawal Rates
2 years ago
Understanding the 4% Rule and Safe Withdrawal Rates

The 4% rule has become a standard used by many investors to determine the amount they can safely withdrawal in retirement. But most don’t know where it came from, the…

Retirement Planning in Your Prime Earning Years
2 years ago
Retirement Planning in Your Prime Earning Years

Regardless of when you start saving for retirement, the most important period to save is probably the period when your income is at its peak. In this episode, we discuss…

Take These Small Steps To Boost Your Retirement Savings
2 years ago
Take These Small Steps To Boost Your Retirement Savings

As a requirement of the new Secure Act 2.0 legislation, all new retirement savings plans will automatically enroll workers beginning in 2025, unless they opt out, and gradually increasing their…

Investors Say They Need $3 Million To Retire
2 years ago
Investors Say They Need $3 Million To Retire

According to a recent MLIV Pulse survey—a weekly survey conducted by Bloomberg’s Markets Live team—the 553 investors who responded believe you need somewhere between $3 million and $5 million to…

Advice From A Pro On How To Fix America’s Retirement Crisis
3 years ago
Advice From A Pro On How To Fix America’s Retirement Crisis

In an interview with Barron’s, TIAA president and CEO Thasunda Brown Duckett discussed the looming retirement crisis in America, pointing to a $4 trillion retirement income gap that suggests roughly…

What We Can Learn From People Who Hate Retirement
3 years ago
What We Can Learn From People Who Hate Retirement

Many people dream about retirement during their 30 or 40 years in the workforce, but what happens when that dream falls short in reality? That’s a question posed in an…

A Stock Market Decline Shouldn’t Ruin Your Retirement
3 years ago
A Stock Market Decline Shouldn’t Ruin Your Retirement

If you’ve been socking money away in a 401(k) or IRA for years, the last thing you want just before you venture into retirement is a stock market downturn. Underperformance…

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Recent Original Research
August 8, 2025
Ten Growth Stocks That Meet the Tests for...
Growth stocks can be challenging for investors since many of them never realize their potential. Back in 2005, Professor Partha Mohanram created the G-Score framework—a systematic way to assess growth companies that works alongside Joseph Piotroski's F-Score...
August 5, 2025
Ten Top High Shareholder Yield Stocks – August...
Shareholder yield provides investors with a comprehensive view of how companies deliver value to shareholders compared to their market value through three primary channels. Companies can distribute cash directly through dividend payments from earnings. They can repurchase...
August 4, 2025
Ten Top Dividend Aristocrats – August 2025
The Dividend Aristocrats are a select group of fewer than 70 S&P 500 companies that have consistently increased their dividend payments for at least 25 consecutive years across various industries. This remarkable track record of dividend increases...
August 2, 2025
Ten Top Warren Buffett Stocks – August 2025
Warren Buffett's approach to investing rests on a core belief developed through years of experience: purchasing outstanding companies at reasonable prices beats buying mediocre firms at bargain rates. He looks for businesses with lasting competitive strengths—what he...
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