The History and Philosophy of Retirement with Moshe Milevsky

Dr. Moshe Milevsky is a finance professor at York University in Toronto, as well as a prolific author who has now penned 18 books.

In the latest episode of the Ask the Retirement Expert podcast series, Milevsky speaks with ThinkAdvisor Senior Reporter John Manganaro about his latest publication, which serves up a fascinating look at the history of annuities.

The book explores the religious, sociological and philosophical movements that allowed for the development of modern annuities and pension management techniques. Some of the notable historical characters involved include Adam Smith, Max Weber and Milevsky’s own “personal hero,” the Rev. Alexander Webster.

During the episode, Manganaro and Milevsky also discuss:

• The intersection of societal trends and beliefs about retirement;
• How advisors can better communicate about the importance of guaranteed income;
• The difficulties facing the U.S. Social Security system and more.

To listen to the previous episode, click here.

To listen to additional podcasts within the Ask the Retirement Expert series, click here.