Welcome to our new website!
June 16, 2022

Retirement Income with David Blanchett

Retirement Income with David Blanchett

On this episode, Joe Allaria welcomes David Blanchett, Managing Director and Head of Retirement Research for PGIM DC Solutions. David is a respected voice in the financial industry and has published over 100 papers in a variety of industry and academic journals. He's also received awards for his research from the Academy of Financial Services, the CFP Board, the Financial Analysts Journal, the Financial Planning Association, the International Centre for Pension Management, the Journal of Financial Planning, and the Retirement Management Journal.

Joe and David will discuss hot topics around retirement income, including annuities, bonds, interest rates, and inflation, and steps retirees can take to improve their financial success in retirement.

To learn more about retirement planning, go to www.carsonallaria.com for additional free resources or to schedule a free 15-minute phone consultation.

To submit a listener question, email joe@carsonallaria.com with your question and details of your situation!

Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.

Invest Wiser & Retire Better!

David Blanchett Profile Photo

David Blanchett

Managing Director and Head of Retirement Research | PGIM DC Solutions

David Blanchett, PhD, CFA, CFP®, is a Managing Director and Head of Retirement Research for PGIM DC Solutions. In this role, he develops research and innovative solutions to help improve retirement outcomes for investors. Prior to joining PGIM DC Solutions, David was the Head of Retirement Research for Morningstar Investment Management LLC. He is currently an adjunct professor of wealth management at The American College of Financial Services and was formerly a member of the executive committee for the Defined Contribution Institutional Investment Association (DCIIA) and the ERISA Advisory Council (2018-2020).

David has published over 100 papers in a variety of industry and academic journals. His research has received awards from the Academy of Financial Services, the CFP Board, the Financial Analysts Journal, the Financial Planning Association, the International Centre for Pension Management, the Journal of Financial Planning, and the Retirement Management Journal. In 2021, ThinkAdvisor included him in the IA25 for "pushing the industry forward.” David earned a BS in finance and economics from the University of Kentucky, a MS in financial services from The American College of Financial Services, an MBA from The University of Chicago Booth School of Business, and a PhD in personal financial planning from Texas Tech University.