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Вміст надано CFA Society Orlando. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією CFA Society Orlando або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Player FM - додаток Podcast
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David Lau, DPL & Dr. Wade Pfau, RISA: Insurance, Annuities & The Outsourced Chief Insurance Officer
Manage episode 371207694 series 2644135
Вміст надано CFA Society Orlando. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією CFA Society Orlando або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Our guests today are David Lau and Wade Pfau. These two individuals have been collaborating for quite some time to solve retirement income puzzles for investors. David has been doing it with DPL, bridging the gap between low cost insurance and Fee Only wealth management firms. On the other hand, Wade has been approaching retirement solutions from the academic lens with rigorous research.
In today’s episode, we discuss the potential blind spot in Fee-Only wealth management firms as it relates to insurance and annuities, whether insurance and investments should be comingled and the concept of the outsourced Chief Insurance Officer. We break down the cost of certain products and discuss the puzzles that David and Wade are trying to solve for retirees seeking stable income sources. We also discuss if Ken Fisher is a fiduciary, what products should exist that don’t currently exist, recreating your grandparents pension with lower cost products and whether long term care insurance products are cost efficient for retirees.
Wade will receive the award as the most resilient guest of the Investors First Podcast, as he was kind enough to join us while on a trip in Japan and even experienced two earthquakes while recording the episode.
Our host today is Steve Curley, CFA. Please enjoy the episode.
Follow CFA Society of Orlando on Twitter at @CFAOrlandoFL
Social Media:
LinkedIn Post (and Facebook):
New episode w/ David Lau, DPL & Dr. Wade Pfau, RISA, hosted by Steve Curley, CFA.
*Breaking down a commission free insurance product
*The challenges of market volatility and homemade dividends in retirement
*Credit risk associated w/ the implicit guarantee in insurance products
*Is Ken Fisher a fiduciary?
Enjoy!
Twitter Post:
New episode w/ David Lau & Dr. Wade Pfau, hosted by Steve Curley, CFA. We break down commission free insurance products for Fee-Only Advisors, the challenges of homemade dividends for retirees with total return approaches, whether Ken Fisher is a fiduciary and the concept of the Outsourced Chief Insurance Officer.
https://retirementresearcher.com/
https://www.theamericancollege.edu/our-people/faculty/wade-pfau
86 епізодів
Поширити
Manage episode 371207694 series 2644135
Вміст надано CFA Society Orlando. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією CFA Society Orlando або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Our guests today are David Lau and Wade Pfau. These two individuals have been collaborating for quite some time to solve retirement income puzzles for investors. David has been doing it with DPL, bridging the gap between low cost insurance and Fee Only wealth management firms. On the other hand, Wade has been approaching retirement solutions from the academic lens with rigorous research.
In today’s episode, we discuss the potential blind spot in Fee-Only wealth management firms as it relates to insurance and annuities, whether insurance and investments should be comingled and the concept of the outsourced Chief Insurance Officer. We break down the cost of certain products and discuss the puzzles that David and Wade are trying to solve for retirees seeking stable income sources. We also discuss if Ken Fisher is a fiduciary, what products should exist that don’t currently exist, recreating your grandparents pension with lower cost products and whether long term care insurance products are cost efficient for retirees.
Wade will receive the award as the most resilient guest of the Investors First Podcast, as he was kind enough to join us while on a trip in Japan and even experienced two earthquakes while recording the episode.
Our host today is Steve Curley, CFA. Please enjoy the episode.
Follow CFA Society of Orlando on Twitter at @CFAOrlandoFL
Social Media:
LinkedIn Post (and Facebook):
New episode w/ David Lau, DPL & Dr. Wade Pfau, RISA, hosted by Steve Curley, CFA.
*Breaking down a commission free insurance product
*The challenges of market volatility and homemade dividends in retirement
*Credit risk associated w/ the implicit guarantee in insurance products
*Is Ken Fisher a fiduciary?
Enjoy!
Twitter Post:
New episode w/ David Lau & Dr. Wade Pfau, hosted by Steve Curley, CFA. We break down commission free insurance products for Fee-Only Advisors, the challenges of homemade dividends for retirees with total return approaches, whether Ken Fisher is a fiduciary and the concept of the Outsourced Chief Insurance Officer.
https://retirementresearcher.com/
https://www.theamericancollege.edu/our-people/faculty/wade-pfau
86 епізодів
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Схожі до The Investors First Podcast
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
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…
continue reading
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…
continue reading
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
Player FM - додаток Podcast
Переходьте в офлайн за допомогою програми Player FM !
Переходьте в офлайн за допомогою програми Player FM !
