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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
3 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
3 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
3 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
October 2, 2025
Ten Top Warren Buffett Stocks
Warren Buffett's approach to investing centers on a lesson refined across many years: purchasing excellent companies at reasonable prices beats buying average ones at steep discounts. He seeks businesses with lasting competitive strengths—what he calls "economic moats"—capable...
September 30, 2025
Ten Top Wide Moat Stocks – September 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats offer attractive prospects for long-term investment success. These firms possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational excellence, or unique...
September 27, 2025
Ten Top Peter Lynch Stocks – September 2025
Peter Lynch ranks as one of history's most renowned investment managers, turning Fidelity's Magellan Fund from a small $18 million fund into a massive $14 billion investment vehicle between 1977 and 1990. During this period, he achieved...
September 26, 2025
Ten Top Benjamin Graham Stocks – September 2025
Benjamin Graham established the foundation of value investing by developing systematic methods for identifying underpriced securities—concepts that continue to guide today's investors. His most notable student, Warren Buffett, demonstrates how Graham's principles can create lasting wealth. Graham's...
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