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Podcast: Retire With Style
Episode: Episode 191: From Cash to HELOCs What’s in Your Buffer Toolbox
Description: In this episode of Retire with Style, Alex Murguia and Wade Pfau explore how buffer assets can help manage sequence risk in retirement. They discuss different types of buffer assets—including cash, home equity lines of credit (HELOCs), multi-year guaranteed annuities (MYGAs), and whole life insurance—and examine the trade-offs involved with each. Wade also shares insights on the evolving role of reverse mortgages in retirement planning, emphasizing the importance of weighing costs and long-term implications when incorporating these tools into a financial strategy.
Takeaways
Buffer assets help manage sequence risk by providing a safety net.
Cash...