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Listen "43. How to Retire Happy and Spend Smart with Retirement Expert Dr. Michael Finke"
Episode Synopsis
What is a “license to spend”? And how can we make sure we don’t “leave happiness on the table”? On this episode of The Wave Strength, financial planning expert Dr. Michael Finke joins Host Jim Breen to unpack the No. 1 cause of anxiety for those approaching retirement: Not knowing how much they can spend in retirement.
Michael reveals that while the task of saving for retirement has been successfully automated, the concept of decumulation and retirement spending has been largely ignored. Michael explains that there’s a natural urge to preserve our nest egg, but doing so may not lead to happiness in retirement.
This and much more, catch it now on The Wave Strength. And be sure to follow us on YouTube, Audible, and Spotify.
About Michael Finke
Michael Finke, Ph.D. is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security Research at The American College of Financial Services. He received a doctorate in consumer economics from The Ohio State University in 1998 and in finance from the University of Missouri in 2011. He led the Retirement Planning and Living Consortium at Texas Tech University before moving to the American College and is a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction, and cognitive aging. He is a frequent speaker at financial planning conferences and was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine.
Michael reveals that while the task of saving for retirement has been successfully automated, the concept of decumulation and retirement spending has been largely ignored. Michael explains that there’s a natural urge to preserve our nest egg, but doing so may not lead to happiness in retirement.
This and much more, catch it now on The Wave Strength. And be sure to follow us on YouTube, Audible, and Spotify.
About Michael Finke
Michael Finke, Ph.D. is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security Research at The American College of Financial Services. He received a doctorate in consumer economics from The Ohio State University in 1998 and in finance from the University of Missouri in 2011. He led the Retirement Planning and Living Consortium at Texas Tech University before moving to the American College and is a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction, and cognitive aging. He is a frequent speaker at financial planning conferences and was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine.
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