Photo Credit: courtesy
Doug Goldstein

How can you know which is the best retirement planning tool in the market?

When the stakes are high, there is little room for error. Find out Dr. Wade Pfau’s favorite retirement planning tools and strategies. He’s the Professor of Retirement Income at American College and a CFA©. Wade and Doug debate the wisdom of using reverse mortgages in order to use your home as a way to generate retirement income. They also discuss the benefits of using a “time segmentation strategy” or a “bucket strategy” for retirement planning.

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The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to https://goldsteinongelt.com/radio-show

 

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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at doug@profile-financial.com