Retirement Income Strategies with Actuary Peter Neuwirth

A Note from 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: 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 may face and the psychological hurdles that many have to overcome to make a good decision as to whether or not to get one. read more...

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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. from Harvard Law School and is a Certified Specialist in Taxation Law from the California Board of Legal Specialization. After spending 35 years as an ERISA attorney specializing in qualified retirement plans, he used his breadth of skills to discover a role for a reverse mortgage to help make a retirement portfolio last longer. Barry now has a law practice providing exceptional services to tax professionals in the area of “Offers in Compromise” for retirees living on 401(k) accounts or securities portfolios. read more...

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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 went to work at Connecticut General Life Insurance (now CIGNA), and for the next 38 years, he worked continuously as an actuary holding significant leadership positions at a variety of firms around the country, including most of the major consulting firms (Aon, Hewitt Associates, Watson Wyatt, Towers Perrin and finally Towers Watson) as well as spending 5 years as a chief actuary at a regional benefits consulting firm (Godwins), 7 years running a small actuarial firm (Coates Kenney) and one year in a large accounting firm (Price Waterhouse). read more...

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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 Decisions read more...

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