Oct. 17, 2022 — What is the future of retirement? Learn all about it on this month’s episode of Money Mountaineering with Actuary Peter Neuwirth

Monday Morning Magic from Inkandescent® PR + Publishing Co. — Who doesn’t want to retire in style — and ensure that you have enough money saved if you live a long, healthy life? It can be tricky and sometimes risky, as we learn on this month’s episode of Money Mountaineering with actuary and author Peter Neuwirth on the Inkandescent Radio Network: https://inkandescentradio.com/podcast/barry-sacks/

Today’s Topic: From reverse mortgages to leaving a legacy, learn how to generate lifetime income www.peterneuwirth.com

Meet Pete’s guest: Barry H. Sacks 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. With his brother, Professor Stephen Sacks, Barry published the pioneering research paper modeling a strategy that uses reverse mortgage credit lines to mitigate the effects of adverse investment returns in retirement accounts (Journal of Financial Planning, February 2012). A sequel to this paper expanding the range of applications of the strategy was co-authored by Peter Neuwirth, F.S.A., and Stephen Sacks. Click here to read all about it.

Some of the topics Pete and Barry discuss in the interview:

Learn more about actuary and author Peter Neuwirth: www.PeterNeuwirth.com

Until next Monday: May you plan ahead wisely while living each and every moment of your beautiful life. — Hope Katz Gibbs, founder and president, Inkandescent® Inc. Inkandescent.us

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