American retirements are changing and the financial industry is at an inflection point. But what’s next?
Join us for a series of interviews with industry leaders and innovators. Learn more about how retirements and the financial industry are evolving, approaches to risk management, and how you can take on the challenge of preparing your clients for the future they want.
Hosted by Travis Walker of Allianz
Episode 1.01
In our first episode, Moshe Milevsky, a professor of finance at York University in Canada, discusses this new retirement reality and the fundamental shifts in retirement planning. He shares his perspective on issues with the 4% withdrawal strategy for retirement income and why he doesn’t like the idea of choosing a retirement date.
How financial professionals can help address their clients' biggest problems with our deep understanding of the market, ongoing consumer insight research, and risk management experience.
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Allianz Life Insurance Company of North America (Allianz) and Allianz Life Financial Services, LLC are not affiliated with our podcast guests or their companies. Any links to the podcast guest's website is being provided as a service to you. Opinions expressed by the podcast guests are not necessarily those of Allianz or its affiliates. Please note that the information and opinions are provided by third parties and sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Allianz Life Insurance Company of North America (Allianz) does not provide financial planning services.
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This content is for general educational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, its affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security or Medicare. Customers are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or the Social Security Administration (SSA) office for their particular situation.
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Products are issued by Allianz Life Insurance Company of North America. Registered index-linked annuities (RILAs) are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com
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