Artwork

Indhold leveret af Financial Planning Association of New England and FPA NE. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Financial Planning Association of New England and FPA NE eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

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

49:03
 
Del
 

Manage episode 381492533 series 2878077
Indhold leveret af Financial Planning Association of New England and FPA NE. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Financial Planning Association of New England and FPA NE eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

150 episoder

Artwork
iconDel
 
Manage episode 381492533 series 2878077
Indhold leveret af Financial Planning Association of New England and FPA NE. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Financial Planning Association of New England and FPA NE eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

150 episoder

모든 에피소드

×
 
Loading …

Velkommen til Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Hurtig referencevejledning