Most retirees worry about outliving their money — but the data shows they often do the opposite: they underspend. In fact, many leave retirement with more assets than they started with, despite having saved for decades to fund their lifestyle. Why is this happening, and what can financial advisors and plan sponsors do about it? In this episode, Brian Ullmann and Ryan Louie sit down with Ronnie Cox, Investment Director at Human Interest, to unpack the psychology behind retirement spending, the...
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Most retirees worry about outliving their money — but the data shows they often do the opposite: they underspend. In fact, many leave retirement with more assets than they started with, despite having saved for decades to fund their lifestyle. Why is this happening, and what can financial advisors and plan sponsors do about it? In this episode, Brian Ullmann and Ryan Louie sit down with Ronnie Cox, Investment Director at Human Interest, to unpack the psychology behind retirement spending, the...
In uncertain market conditions, cash holdings can offer a sense of security for investors. The past few years have seen significant market volatility due to various factors such as the pandemic, geopolitical tensions, monetary policy changes, inflation concerns, and technological disruptions. Amidst this turmoil, the allure of cash has grown, especially as interest rates on cash instruments have reached multi-decade highs, presenting seemingly attractive risk-free returns. However, it is cru...
Casual Friday: Financial Insights
Most retirees worry about outliving their money — but the data shows they often do the opposite: they underspend. In fact, many leave retirement with more assets than they started with, despite having saved for decades to fund their lifestyle. Why is this happening, and what can financial advisors and plan sponsors do about it? In this episode, Brian Ullmann and Ryan Louie sit down with Ronnie Cox, Investment Director at Human Interest, to unpack the psychology behind retirement spending, the...
