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A Financial Plan For Your Entire Life | #417 (Dr. Paul Kaplan)
In this episode, we are joined by Dr. Paul Kaplan, economist, CFA charterholder, former Director of Research at Morningstar Canada, and co-author of Lifetime Financial Advice, for a fascinating exploration of life cycle finance. Drawing on decades of research in economics, portfolio construction, and asset allocation, Paul explains how financial planning should be grounded in optimizing lifetime consumption rather than relying on disconnected rules of thumb.
We explore how life cycle finance integrates consumption, saving, investing, and retirement spending into a single framework, why risk…
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