Personal Information
Organization / Workplace
Rocklin, CA United States
Industry
Finance / Banking / Insurance
About
As an MBA and CERTIFIED FINANCIAL PLANNER™ Practitioner, I help people get ready for a successful retirement ... to and then through retirement where money outlives you, not the other way.
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.
Tags
safe withdrawal rates
dynamic withdrawal rates
expected longevity age
longevity bow wave as one ages
longevity percentiles
retirement withdrawals
longevity tables
retirement allocations
aging in retirement
retirement income dynamically updating
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monte carlo for retirement
longevity bow wave
aging and allocation
dynamic allocations choices
retirement income
iteration failure rate vs pof
allocation effects on age
market volatility
portfolio design
prudent withdrawal rates
stochastic model retirement
longevity as one ages
social security strategy
how much can you spend in retirement
diversified portfolio strategy
stochastic modeling
stochastic modeling retirement
dynamic allocations effects
asset allocation
robo-advising
larry r frank sr
biography
college search
career evaluation tools
periodic table of returns
dimensional
retirement software
retirement research
focus on control
effect of saving more
bond volatility compared
investment volatility
market timing
aging and portfolios over time
evidence based investing
markets work
historical bull and bear markets
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bad debt
repaying debt strategy
bond ladder vs mutual fund
dynamic withdrawa rates
retirement ages
how to cope with market change
portfolio volatility
ageism
retirement time periods
future self
write to yourself in the future
randomness of returns
bond ladder vs mutual fund
laddered bonds
will my taxes be lower when i retire
lower taxes retirement
investing biases
smart beta
period life tables
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dollar weighted returns
money weighted returns
market downturns
market recoveries
investment fads
nervous markets
mutual fund style drift
career search
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save later
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wills
morningstar
morningstar star ratings
great recession lessons
types of debt
necessary debt
market based investing
speculation investing
contributions growth
lessons great recession
invesment lessons recession
financial decision making
efficient frontier range explained
choosing an adviser
retirement
4% rule
cosign loan
investing behavioral biases
retirement income myth
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cut spending later
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probability of failure rate
asset class distributions
us market return distribution
market decline
happiness
cost of delayed savings
bad markets
poor markets
sailing and markets
market fears
market highs
stock market indicator
january effect
key investor questions to ask oneself
average market returns
positive markets frequency
resource use
market uncertainty
pension lump sums
lump sum payouts
withdrawal rates
longevity table
allocations and aging
required minimum distributions
retired income research
published retirement research
3-d retirement income matrix
3-d nature of retired income
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big data
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statistics
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age in retirement
rolling ages and income
market sizes
market returns of countries
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debt in retirement
chasing investment returns
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paying mortgage early
borrowing from your 401k
how waiting costs money
procrastination costs money
do it yourself investing
investing in uncertain times
unpredictable investing
mutual fund capital gains taxes
paying extra mortgage payments
purpose of investing
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international stocks vs us stocks
global diversification
global
financial risk
certainty of lifestyle
running out of money
asset class investing
investment returns
solving the costs of index reconstitution
index reconstitution
index reconstitution effect
survivor social security
investor discipline
social security and working
survivor income replacement
repaying student debt
inflation and investing
social security new rules
costs of indexing
prices and news
tax on old stock
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Presentations
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(1)1 a One Page Research Summary & Citations (Updated).pdf
Better Financial Education
•
4 months ago
Personal Information
Organization / Workplace
Rocklin, CA United States
Industry
Finance / Banking / Insurance
About
As an MBA and CERTIFIED FINANCIAL PLANNER™ Practitioner, I help people get ready for a successful retirement ... to and then through retirement where money outlives you, not the other way.
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.
Tags
safe withdrawal rates
dynamic withdrawal rates
expected longevity age
longevity bow wave as one ages
longevity percentiles
retirement withdrawals
longevity tables
retirement allocations
aging in retirement
retirement income dynamically updating
monte carlo simulations
retirement withdrawal research
strategic longevity percentile
stochastic vs monte carlo
simulations vs monte carlo
longevity
monte carlo for retirement
longevity bow wave
aging and allocation
dynamic allocations choices
retirement income
iteration failure rate vs pof
allocation effects on age
market volatility
portfolio design
prudent withdrawal rates
stochastic model retirement
longevity as one ages
social security strategy
how much can you spend in retirement
diversified portfolio strategy
stochastic modeling
stochastic modeling retirement
dynamic allocations effects
asset allocation
robo-advising
larry r frank sr
biography
college search
career evaluation tools
periodic table of returns
dimensional
retirement software
retirement research
focus on control
effect of saving more
bond volatility compared
investment volatility
market timing
aging and portfolios over time
evidence based investing
markets work
historical bull and bear markets
good debt
bad debt
repaying debt strategy
bond ladder vs mutual fund
dynamic withdrawa rates
retirement ages
how to cope with market change
portfolio volatility
ageism
retirement time periods
future self
write to yourself in the future
randomness of returns
bond ladder vs mutual fund
laddered bonds
will my taxes be lower when i retire
lower taxes retirement
investing biases
smart beta
period life tables
time weighted returns
dollar weighted returns
money weighted returns
market downturns
market recoveries
investment fads
nervous markets
mutual fund style drift
career search
tirement income strategies
save later
executor
wills
morningstar
morningstar star ratings
great recession lessons
types of debt
necessary debt
market based investing
speculation investing
contributions growth
lessons great recession
invesment lessons recession
financial decision making
efficient frontier range explained
choosing an adviser
retirement
4% rule
cosign loan
investing behavioral biases
retirement income myth
financial change
gold
commodities
financial aid
adviser fees
cycle of market emotions
afford to move
rent vs own
nobel strategies
beat benchmarks
human emotions investing
dfa
interest rate expectations
s&p500 annual returns
reduce spending
cut spending later
increase saving
limited income research
iteration failure rate
probability of failure rate
asset class distributions
us market return distribution
market decline
happiness
cost of delayed savings
bad markets
poor markets
sailing and markets
market fears
market highs
stock market indicator
january effect
key investor questions to ask oneself
average market returns
positive markets frequency
resource use
market uncertainty
pension lump sums
lump sum payouts
withdrawal rates
longevity table
allocations and aging
required minimum distributions
retired income research
published retirement research
3-d retirement income matrix
3-d nature of retired income
3-d nature of retirement
big data
mental shortcuts
shortcuts
quantitative
statistics
american assoc of actuaries
equity glide paths
age in retirement
rolling ages and income
market sizes
market returns of countries
beneficiary of a trust
debt in retirement
chasing investment returns
chasing returns
financial adviser
financial guide
paying mortgage early
borrowing from your 401k
how waiting costs money
procrastination costs money
do it yourself investing
investing in uncertain times
unpredictable investing
mutual fund capital gains taxes
paying extra mortgage payments
purpose of investing
purpose of planning
international stocks vs us stocks
global diversification
global
financial risk
certainty of lifestyle
running out of money
asset class investing
investment returns
solving the costs of index reconstitution
index reconstitution
index reconstitution effect
survivor social security
investor discipline
social security and working
survivor income replacement
repaying student debt
inflation and investing
social security new rules
costs of indexing
prices and news
tax on old stock
See more