1771 - Personal Finances in Retirement: How to Protect and Grow (Not Scramble or Fry) Your Nest Egg
You spent a lifetime building savings. How do you make your money last? Over 10 sessions, we will provide the keys to financial success in retirement, using a mini case each session to "make it real." We'll start with an overview of investing. Then we'll focus on how to convert your savings into cash for retirement. Topics include sustainable spending rates, required minimum distributions, annuities and Social Security. We'll dive deeper into stocks, bonds, mutual funds and other investment vehicles, and learn how you can put them together in portfolios that make sense. Finally, we'll probe the science of behavioral investing. Every session will be a mix of lecture (with Q&A) and small group discussion on that day's case study. Our goal: to give you the tools to make your savings last through retirement.
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