In retirement planning, some variables you can control, and others you can’t. Inflation is often an overlooked variable. In this episode of Financial Perspectives, Gretchen Muller, Director of Communications, and advisor Ben Berger walk through the “retirement equation” and use Monte Carlo modeling to stress-test a hypothetical plan against a 5% inflation shock. Ben also shares examples of adjustments that can help keep purchasing power on track.
0:00 – Intro & Inflation Basics
2:11 – CPI, the Fed, & Purchasing Power
3:47 – Planning Software Demonstration with Ben Berger
9:45 – Stress-Testing: 5% Inflation Scenario
