Episode 241 of our Retire With Style podcast is out now! In this week’s episode of Retire with Style, Alex and I are continuing our Q&A series with a question that is becoming increasingly relevant: Can AI actually build your retirement withdrawal strategy?
AI is getting better quickly, but retirement income planning involves more than plugging a few numbers into a prompt. Withdrawal decisions can depend on taxes, market returns, spending needs, longevity, and how much flexibility you’re comfortable having along the way. We discuss where AI may be useful today and why we’re still cautious about relying on it to make these decisions on its own.
We also get into how to build a team of financial, tax, and estate-planning professionals, why reliable lifetime income can reduce pressure on your investment portfolio, and how annuities, pensions, and Social Security can fit into an income protection strategy.
Finally, we take a closer look at something that sounds simple but has important implications: What does “risk” actually mean in retirement? Investment volatility is one way to think about it, but in retirement, the bigger concern is whether you can continue meeting your goals for as long as you live. Listen now to learn more!
The Retire With Style Podcast Has a New Home!
We’re excited to share that all podcast episodes- past and present- are now available on our new site: RetireWithStyle.com. It’s your one-stop shop for catching up on episodes, watching video versions, and even submitting your own retirement questions for future shows.
You can also watch and subscribe to new video episodes on our YouTube channel, with fresh content every Wednesday.
Prefer to listen on your favorite podcast app? We’ve got you covered. You can still find Retire With Style on Apple Podcasts, Spotify, Podbean, Amazon Music, Audible, iHeart, TuneIn, and now YouTube Music.
Take a look around the new site and let us know what you think. Feel free to share with friends, and to reply here with any comments. Thank you, Wade Pfau, PhD, CFA, RICP Founder of Retirement Researcher
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