For those retiring, or approaching retirement, inflation can often be a creeping fear that paralyzes even the most prepared investor. Thankfully, there are a few easy strategies you can adopt to ensure your retirement portfolio will be secure. In this episode, we spend some time chatting with Craig Israelsen, Ph.D., about his latest article in the June 2022 issue of the AAII Journal, “Dealing With Inflation in a Retirement Portfolio.”

Israelsen discusses how required minimum distributions (RMDs) are built-in inflation adjusters that allow retirees to be more cautious in their asset allocation if need be.

Listen to this episode and learn:

• How RMDs can help prevent retirement portfolios from failing

• Why having exposure to equities is important

• How to protect your portfolio from inflation with the right strategy

Watch this episode on YouTube:

Additional Resources

June 2022 AAII Journal (https://www.aaii.com/journal)

Dealing With Inflation in a Retirement Portfolio by Craig Israelsen (https://www.aaii.com/journal/article/17412-dealing-with-inflation-in-a-retirement-portfolio)

Online Exclusive: Defining Inflation for Your Portfolio (https://www.aaii.com/journal/article/13872-defining-inflation-for-your-portfolio)

Inflation: The Dormant Dragon (https://www.aaii.com/journal/article/13010-inflation-the-dormant-dragon)

Online Exclusive: Understanding the Breakeven Inflation Rate (https://www.aaii.com/journal/article/17458-online-exclusive-understanding-the-breakeven-inflation-rate)