Many professionals haven’t gone through a period of high inflation like we’re experiencing now. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews expert Wade Pfau, PhD, CFA, to get you up to speed with what to be thinking about for your clients nearing and in retirement. Wade answers the following questions:

Why is investing for retirement different from pre-retirement?
How do risks change in retirement?
What is the difference between investment risk and sequence of returns risk?
What is the idea behind a "safe withdrawal rate"?
Is the 4% rule a useful guideline for retirees?
What is the impact of low interest rates and high market valuation levels on withdrawal rates?
What is the impact of higher inflation on safe withdrawal rates?

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The impact of inflation on retirement planning {PFP Section}

AICPA Personal Financial Planning (PFP)