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...
To paraphrase Ernest Hemingway, changes in the stock market often happen "gradually, then suddenly." This week Brian and Ryan discuss how, over the past month, there has been a rotation from large-cap technology stocks to small caps and other sectors. However, following the latest jobs report, global stocks experienced a sharp pullback due to concerns about the timing of Fed rate cuts, a weakening labor market, and disappointing tech earnings. Financial markets are on edge as investors adjust...
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...
