Oct 31, 2023
Hosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss:
Whether or not advisors have been looking at retirement distributions the wrong way
What Guardrails are and how they can help a retiree remain on track
How uncertainty can be less stressful than the certainty of a negative event.
You’ll also learn how Monte-Carlo analysis can work during a client’s accumulation phase, but adjustment-based income planning, during retirement, may be better understood and provide more certainty.
For more info on Income Lab, visit www.incomelab.io