Retirement Advisor: Paralysis Hampers Pre-Retiree Plannin...

What this episode covers

The Alliance for lifetime Income has released a new survey reflecting Americans’ retirement anxieties. This podcast (6:10) argues that financial advisors should reach out to pre-retirees with an offer to help determine how much they can spend in retirement without outliving their financial resources. They must also understand, and underscore, that life expectancy is as volatile as stock market returns (something I illustrate with a personal example).Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of SA For FAs?

This episode is 5 minutes long.

When was this SA For FAs episode published?

This episode was published on July 31, 2019.

What is this episode about?

The Alliance for lifetime Income has released a new survey reflecting Americans’ retirement anxieties. This podcast (6:10) argues that financial advisors should reach out to pre-retirees with an offer to help determine how much they can spend in...

Can I download this SA For FAs episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.