Welcome to Awe-Inspired and Retired! Caleb and Riley are discussing how to make a retirement more robust with guaranteed income. Research has shown that having a certain amount of guaranteed income in retirement allows you to maximize your spending while reducing the chances of running out. Essentially you can transfer the risk of ‘living too long’ to someone else!

Learn more about:

  • What is guaranteed or ‘pension-ized’ income and where do I get it?
  • How the right amount of guaranteed income can move retirees closer to a robust retirement
  • Case studies where guaranteed income made sense and where it didn’t make sense

Memorable Quotes:

“It’s not whether I should or shouldn’t have it, its a question of how much should I have. Think Zinc, everybody needs to have a little bit of Zinc in their diet, talk to a dietician or someone who talks about nutrition and they will say yeah everyone needs some. Zinc is measured in milligrams, and if you don’t have any for months and months your body will be deficient in it, but if you give yourself a whole spoonful all of a sudden it will kill you.”

Annuitized Income and Optimal Asset Allocation

Hosted by Caleb Miller and Riley Anderson of InvestorDNA

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