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...
Over the past few years, the path of interest rates has been highly unpredictable due to factors like inflation, economic growth, and the Federal Reserve's policies. The 10-year U.S. Treasury yield exemplifies this volatility, having surged from 3.8% at the end of last year to a peak of 4.7% in April, before recently settling around 4.2%. These higher rates have confounded the expectations of investors and economists, creating a challenging environment for the bond market, as rising rates lea...
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...
