In my years of working directly with clients and in teaching retirement planning to financial professionals, I’ve studied retirement income planning methodologies extensively. Thornburg Investment Management has researched an approach on how to develop an “Endowment Spending Policy” in retirement, and in this webinar, I talk with Andrew Rice, Director of Advisor Solutions at Thornburg, about their findings on how to structure your assets for a successful retirement.

Topics include:

The “Endowment Spending Model” in retirement
The value of stock dividends, and the remarkable impact of growing dividends in a portfolio
Thornburg’s unique approach to security selection and portfolio management

Retirement Planning Strategies