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Thursday, February 16, 2023

Advisor Improvements: Mark Miller on Rebooting a Retirement Plan

Mark Miller is a profession journalist who digs deep into the world of retirement planning, Social Safety, Medicare and the state of retirement “readiness” amongst folks nearing the objective line. Miller has written frequently for The New York Instances, Reuters, Morningstar and has been a long-standing columnist for Wealth Administration journal and WealthManagement.com. He’s the writer of the lately printed Retirement Reboot: Commonsense Monetary Methods for Getting Again on Observe. On this episode, Wealth Administration editor David Armstrong speaks with Miller concerning the challenges of retirement planning from each an advisor’s and consumer’s perspective. 

Mark discusses:

  • Why for a lot of, however actually not all, purchasers, Social Safety needs to be thought of longevity insurance coverage, and delayed for so long as doable.
  • What advisors get incorrect about advising purchasers on Medicare decisions, and the place to go for unbiased, goal recommendation. 
  • Serving to purchasers do the mathematics round long-term care insurance coverage and LTC riders. 
  • How new analysis fashions recommend a better allocation to equities doesn’t assist a retirement portfolio in draw-down mode.
  • What many get incorrect within the debate across the monetary sustainability of Social Safety and Medicare. 


Join With Mark Miller:

Join With David Armstrong:

About Our Visitor:

Mark Miller is a journalist, writer and podcaster specializing in protection of retirement and growing older. He contributes frequently on retirement to The New York Instances, and writes columns for Reuters, Morningstar.com and WealthManagement.com. He’s the writer of Jolt: Tales of Trauma and Transformation (Submit Hill Press) and The Arduous Instances Information to Retirement Safety (Wiley).

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