It’s not every day you get to interview a Nobel Laureate. I am honored that Dr. William F. Sharpe sat down to talk with me about the Sharpe Ratio, retirement planning, and why his focus has evolved from accumulation of wealth for retirement and how firms can better manage those assets, to helping individuals plan to use those assets to finance their retirement. We also discussed his free eBook, Retirement Income Planning with Scenario Matrices, at length. You can access the eBook & software he references with the link below

• Why the Sharpe Ratio continues to be important in planning today
• The evolution of Dr. Sharpe’s career, and how his focus evolved
• How scenario matrices can help people understand what it means to have enough to retire
• Dr. Sharpe’s perspective on annuities
• Why Dr. Sharpe is nervous about the U.S. economic outlook over the next five years
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Download Retirement Income Analysis with Scenario Matrices (eBook and Software)