July | 2021 | The Breakthrough Advisor™

While it’s common for advisors to approach their clients with retirement income questions and predetermined answers, Retirement Researcher also focuses on a wide range of possibilities based on the unique needs of retirees and pre-retirees.

In this episode, the firm’s founder and The American College of Financial Services’ retirement income professor, Wade Pfau, discusses how the company helps advisors like you approach client retirement. Wade also reveals why the best approach to building a retirement income strategy involves remaining open to all the possibilities.

Wade discusses:

Using the Retirement Income Style Awareness Profile (RISA) to determine how to source your client retirement income
The four main retirement income strategies and how to help your clients select the one that suits them best
Annuity puzzle considerations for retirees and pre-retirees
How advisors can use Retirement Researcher’s retirement comprehensive assessment questionnaire for clients
Why there isn’t just one way to approach retirement
And more!

Resources:

Connect with Wade Pfau:

Connect with Jack Martin:

About our Guest:

Wade Pfau is Retirement Researcher’s founder, a firm all about guiding people along the path to a successful and sustainable retirement by providing modern, sound academic research. Wade is also a retirement income professor at The American College of Financial Services, a higher education institution for financial planners. He earned a Ph.D. in economics from Princeton University in 2003 with a dissertation about Social Security reform and became a CFA charter holder in 2011.

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Are you an advisor looking to better serve your clients around their Social Security and Medicare needs?

If so, this week’s episode of The Breakthrough Advisor with Social Security expert Mary Beth Franklin is for you!

Join today’s conversation and learn valuable tips and tricks to enhance your clients’ Social Security and Medicare planning. Master some of the best-suited strategies and discover must-know considerations for guiding clients down the path of retirement income planning.

Mary Beth discusses:

Helping rather than selling: Tackling conversations around Social Security and Medicare
Using a restricted application to maximize Social Security benefits
What advisors’ top priorities should be with Medicare planning
The role of Income Related Monthly Adjustment Amounts (IRMAA) in Medicare-related taxes and premiums
The truth about using qualified distributions and annuity income to bridge Medicare gaps
And more!

Resources:

Connect with Mary Beth Franklin:

Connect with Jack Martin:

About our Guest:

InvestmentNews contributing editor, and foremost Social Security expert, Mary Beth Franklin, CFP®, provides up-to-date information on Social Security claiming strategies.

She has been a financial journalist for more than 40 years, covering everything from the federal budget and tax policies to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine. Mary Beth is a former Capitol Hill reporter at United Press International and retirement and tax editor at Kiplinger Personal Finance.

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The Breakthrough Advisor™

Monthly Archives: July 2021

22. Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP®