EPISODE · Oct 31, 2023 · 49 MIN
#176 - Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen
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
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#176 - Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen
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