Money Mountaineering with Actuary Peter Neuwirth

December 15 2022

Coming February 1, 2023: Episode 5 of Money Mountaineering with Peter Neuwirth features Steve Vernon, F.S.A., president of Rest-of-Life Communications

Money Mountaineering with Actuary Peter Neuwirth
Money Mountaineering with Actuary Peter Neuwirth
Coming February 1, 2023: Episode 5 of Money Mountaineering with Peter Neuwirth features Steve Vernon, F.S.A., president of Rest-of-Life Communications
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A Note from Peter Neuwirth — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth?

Meet our guest: Steve Vernon, F.S.A., president of Rest-of-Life Communications

Pete asks:

  • Exactly what is longevity risk, and how can people prepare themselves for a long retirement?
  • In managing their assets, how can retirees protect themselves against the possibility of diminished capacity due to aging?
  • How can financial advisors and institutions help both retirees and pre-retirees address both of these risks?
  • At what age do you recommend a retiree decide to begin receiving their Social Security benefits?

About our Guest: ​”For this next phase of my life, I want to help people make important retirement planning decisions, so they can live long and prosper,” says Steve Vernon, F.S.A., president of Rest-of-Life Communications, where he speaks, writes, and conducts research on the most challenging aspects of retirement, including finances, health, and lifestyle. He previously served for nine years as a consulting research scholar at the Stanford Center on Longevity. He retired as a Vice President of Watson Wyatt Worldwide after a 30+ year career helping Fortune 1000 employers design, manage and communicate their retirement programs. 

Steve has written more than 1,000 online columns on retirement and longevity topics for CBS MoneyWatch and Forbes.com over a 12 year-year period. His latest book, released in July 2020, is Don’t Go Broke in Retirement: A Simple Plan to Build Lifetime Retirement IncomeHis previously published works include:

  • Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life
  • Money for Life: Turn Your IRA and 401(k) Into a Lifetime Retirement Paycheck
  • Recession-Proof Your Retirement Years: Simple Retirement Planning Strategies That Work Through Thick or Thin
  • The Quest: For Long Life, Health and Prosperity (a DVD/workbook package)
  • Live Long & Prosper! Invest in Your Happiness, Health and Wealth for Retirement and Beyond
  • Don’t Work Forever! Simple Steps Baby Boomers Must Take to Ever Retire

Steve also authored or co-authored 19 research reports and articles on retirement income strategies, retirement decision-making, and longevity topics while he was at the Stanford Center on Longevity. He is quoted frequently in such publications as The Wall Street Journal, New York Times, Los Angeles Times, USAToday, Washington Post, BusinessWeek, Fortune Magazine, CNBC, Forbes, Kiplinger’s, and Money Magazine.  He is an experienced speaker, with over 300 presentations, keynote addresses and workshops on his various works. He also volunteers for various research committees for the Society of Actuaries and the Institutional Retirement Income Council.

He is a Fellow in the Society of Actuaries and a Member of the American Academy of Actuaries.  He graduated Summa Cum Laude from the University of California, Irvine, with a double major in mathematics and social science. Steve and his wife Melinda split their time between Ventura County, California and the Bay Area. Click here to learn more: restoflife.com

And, click here to learn more about actuary and author Peter Neuwirth: www.PeterNeuwirth.com

Since graduating from Harvard with a degree in mathematics and linguistics in 1979, Peter Neuwirth, FSA, FCA has held actuary leadership positions at consulting firms including Aon, Hewitt Associates, Watson Wyatt Towers, Perrin, and Towers Watson. He also ran the actuarial firm Coates Kenney and spent a year at Price Waterhouse.

Currently a Fellow of the Society of Actuaries and the Conference of Consulting Actuaries, Pete regularly consults with the largest corporations in the world about their retirement plans with a focus on time risk and money.

“These fundamental concepts shape our world,” explains Pete, a sought-after speaker for professional conferences and frequently quoted in national mainstream and trade publications.

After being asked too many times: “What is an actuary, exactly?” Pete has written two books to answer another question: “How does an actuary think, and why does it matter?”

His first book, What’s Your Future Worth, is an accessible step-by-step guide to using the powerful concept of Present Value. Pete explains, “My goal is to help readers determine the value today of something that might happen in the future and evaluate outcomes that might arise from choosing one path instead of another.”

In his newest book, Money Mountaineering, Pete shares his views on the challenges we face to survive and thrive in a complex, uncertain, noisy and sometimes irrational wilderness. “I hope to help readers better understand the financial world they must live in and what they must do to make their way through it,” Pete shares.

Pete is also a senior consulting actuary for CapAcuity, a member of the University of Illinois Academy for Home Equity in Financial Planning, and the outside director at Rael & Letson. He is a longtime resident of Northern CA. Learn more at www.peterneuwirth.com.

Upcoming Podcasts

Previous Episodes
Friday, December 23rd, 2022

January 2023: Episode 4 of Money Mountaineering with Peter Neuwirth features David Scharf, president-elect, Conference of Consulting Actuaries (CCA)

A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? Meet our guest: David Scharf, president-elect, Conference of Consulting Actuaries (CCA) Today’s topic: The important role of a practicing actuary Petes asks David: What is the Conference of Consulting Actuaries? What role does it play as an organization whose members are consultingClick here to listen to the podcast!

Thursday, December 15th, 2022

Coming February 1, 2023: Episode 5 of Money Mountaineering with Peter Neuwirth features Steve Vernon, F.S.A., president of Rest-of-Life Communications

A Note from Peter Neuwirth — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? Meet our guest: Steve Vernon, F.S.A., president of Rest-of-Life Communications Pete asks: Exactly what is longevity risk, and how can people prepare themselves for a long retirement? In managing their assets, how can retirees protect themselves against the possibility of diminished capacity due to aging?Click here to listen to the podcast!

Thursday, December 1st, 2022

December 2022: Join us for Episode 3 of Money Mountaineering with Peter Neuwirth: Meet our guest — Mary Jo Lafaye, a licensed Home Equity Retirement Income (HECM) specialist with Mutual of Omaha Mortgage

A Note from Peter Neuwirth — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? Meet our guest: Mary Jo Lafaye, a licensed Home Equity Retirement Income (HECM) Specialist with Mutual of Omaha Mortgage Today’s Topic: The practicalities of getting a reverse mortgage, the real-life considerations that individuals and couples need to make when deciding to get one, the challenges they mayClick here to listen to the podcast!

Tuesday, November 1st, 2022

November 2022: Join us for this month’s episode of Money Mountaineering with Actuary Peter Neuwirth — Meet our guest Barry H. Sacks, PhD, JD, Reverse Mortgage/Retirement Portfolio Longevity Expert

November 2022: A Note from Actuary Peter Neuwirth — I invite you to tune in for this month’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, we learn from experts how to plan for your best financial future. Today’s Topic: From reverse mortgages to leaving a legacy, learn how to generate lifetime income Meet today’s guest: Barry H. Sacks Ph.D. earned his Ph.D. in semiconductor physics from M.I.T., then taught at U.C. Berkeley. He earned a J.D. fromClick here to listen to the podcast!

Saturday, October 1st, 2022

October 2022: Let’s Go Money Mountaineering with Actuary and Author Peter Neuwirth — Welcome to Pete’s Podcast!

October 2022: A Note from Hope Katz Gibbs, producer, Inkandescent Radio — Hello and welcome to our first episode of a new show on the Inkandescent Radio network — Money Mountaineering with actuary Peter Neuwirth, FSA, FCA — entitled What’s Your Future Worth? I’m Hope Katz Gibbs, producer of the podcast network InkandescentRadio.com, and I am thrilled to be here today with Pete! About Pete: After graduating from Harvard College in 1979 with a degree in Mathematics and Linguistics, Pete wentClick here to listen to the podcast!

Friday, January 21st, 2022

Episode 49: Margaritas with Marguerita Cheng, CFP® Pro — Meet Peter Neuwirth, author of Money Mountaineering and What’s Your Future Worth

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5 pm EST, women learn from industry experts how to flex their financial muscles live on Facebook. Meet our guest: Peter Neuwirth, author, Money Mountaineering: Using the Principles of Holistic Financial Wellness to Thrive in a Complex World and What’s Your Future Worth: Using Present Value to Make Better DecisionsClick here to listen to the podcast!