In a special reprise edition of the Lifetime Income Series, Jim and John tackle four key issues that are having a major impact on boomer retirements in ways that are catching many retirees off guard. The subject matter of this program was prompted by a case study that Jim will discuss later in the program. The Four Horsemen are issues that will affect nearly everyone’s retirement. These key areas are Longevity, Medical Expenses, Financial Repression (low-interest rates) and Economic Stagnation. Jim and John delve into each issue and then bring them together in a powerful case study that illustrates how each factor can significantly alter one’s retirement plans.
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