#176 - Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen

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