example

profilePage

ageism-affects-retirement-income-planning-article-rethinking-65-jun-2023

Ageism Affects Retirement Income Planning Article Rethinking 65 Jun 2023

Better Financial Education

thought-experiment-the-third-paradigm-an-evidence-based-path-for-financial-planning-s-next-paradigm-srrn-pdf

Thought Experiment The Third Paradigm – An Evidence-Based Path for Financial Planning’s Next Paradigm SRRN.pdf

thought-experiment-the-third-paradigm-an-evidence-based-path-for-financial-planning-s-next-paradigm-_-linkedin-pdf

Thought Experiment: The Third Paradigm – An Evidence-Based Path for Financial Planning’s Next Paradigm _ LinkedIn.pdf

10a-jefm-what-are-the-three-paradigms-of-retirement-income-planning-apr-2022-pdf

10a JEFM What are the three paradigms of retirement income planning Apr 2022.pdf

9a-jefm-just-imagine-financial-planning-software-mar-2022-pdf

9a JEFM Just Imagine Financial Planning Software Mar 2022.pdf

8a-combining-stochastic-simulations-and-actuarial-withdrawals-into-one-model-jfp-nov-2016-pdf

8a Combining Stochastic Simulations and Actuarial Withdrawals into One Model JFP Nov 2016.pdf

7a-lifetime-expected-income-breakeven-comparison-between-spias-and-managed-portfolios-jfp-apr-2014-pdf

7a Lifetime Expected Income Breakeven Comparison between SPIAs and Managed Portfolios JFP Apr 2014.pdf

6a-transition-through-old-age-in-a-dynamic-retirement-distribution-model-jfp-dec-2012-pdf

6a Transition Through Old Age in a Dynamic Retirement Distribution Model JFP Dec 2012.pdf

5a-an-age-based-three-dimensional-distribution-model-incorporating-sequence-and-longevity-risks-jfp-mar-2012-pdf

5a An Age-Based, Three-Dimensional Distribution Model Incorporating Sequence and Longevity Risks JFP Mar 2012.pdf

4a-probability-of-failure-based-decision-rules-to-manage-sequence-risk-in-retirement-jfp-nov-2011-pdf

4a Probability-of-Failure-Based Decision Rules to Manage Sequence Risk in Retirement JFP Nov 2011.pdf

3a-the-dynamic-implications-of-sequence-risk-on-a-distribution-portfolio-jfp-jun-2010-pdf

3a The Dynamic Implications of Sequence Risk on a Distribution Portfolio JFP Jun 2010.pdf

2a-a-dynamic-and-adaptive-approach-to-distribution-planning-and-monitoring-jfp-apr-2009-pdf

2a A Dynamic and Adaptive Approach to Distribution Planning and Monitoring JFP Apr 2009.pdf

1a-in-search-of-the-numbers-ssrn-1488130-oct-2009-pdf

1a In Search of the Numbers ssrn 1488130 Oct 2009.pdf

is-it-allocation_-or-is-it-time-frame_-what-s-more-important-when-it-comes-to-retirement-income-_-_-linkedin-pdf

Is It Allocation_ Or Is It Time Frame_ What’s More Important (When it Comes to Retirement Income)_ _ LinkedIn.pdf

spending-allocation-choices-and-aging-through-retirement-are-all-of-these-linked_-_-linkedin-pdf

Spending, Allocation Choices, and Aging THROUGH Retirement. Are all of these linked_ _ LinkedIn.pdf

skittlesquilt-chart-2022pdf

Skittles_Quilt Chart 2022.pdf

therewardingdistributionofusstockmarketreturnspdf

the-rewarding-distribution-of-us-stock-market-returns.pdf

retirement-phases-plan

Retirement phases plan

afs-2016certainty-of-lifestyle-shared

Afs 2016-certainty of lifestyle shared

4-stepseffectiveportfoliotrifold1

4 steps-effective-portfolio-trifold-1

investor-discipline-65366841

Investor discipline

lw-dalbar-03198-53045986

Lw dalbar 03198

from-dfa-matrix-book-us2015-52512349

From dfa matrix book us_2015

asset-class-skittles2014

Asset class skittles_2014

historical-us-bullandbearmarkets

Historical us bull_and_bear_markets

dfa-maturity-returntradeoff

Dfa maturity return_tradeoff

dynamic-updating-vs-swr-real-cashflows-fig-2

Dynamic updating vs swr real cashflows fig 2

pig-blog-fullversion1

Pig blog full_version1

dbp-protect-trifoldbrochure

Dbp protect trifold_brochure

retirement-income-distribution-dashboard-v2014a

Retirement income distribution dashboard v2014a

As an MBA and retired Registered Investment Adviser and CERTIFIED FINANCIAL PLANNER™ Practitioner, I helped people get ready for a successful retirement ... to and then through retirement where money outlives you, not the other way. Based on my own, and others, peer-reviewed and published academic research (papers in documents here too).

I'm also the author of Wealth Odyssey, a book about financial planning that goes beyond personal finances as just numbers. My retirement planning research is peer reviewed and published in the Journal of Financial Planning.