In today’s podcast, I interview Dr. Craig Israelsen. We talked about the banking turmoil, investment portfolio construction, asset allocation, taking a pension vs a lump sum, how much guaranteed income is needed, when to start social security, diversification across asset classes, and when active management makes sense, should you have exposure to China? and near the end of the show we had a more philosophical discussion about what it means to live a good life and the contribution we make.
Jason’s new book is now available exclusively on Amazon.
Retirement Calculator – How Much Money Do I need To Retire?
Articles, Links & Resources:
Dr. Craig Israelsen and the 7 Tweleve Portfolio
Moshe Milevsky, finance professor at York University in Toronto on the use of annuities in a retirement income strategy