Tag Archives: Retirement Income

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

July 21, 2021Finance, Financial, Investing, Retirement, UncategorizedAdvisors, Annuities, Assessment, Clients, InsurMark, Jack Martin, Preferences, Retirement Income, RISA, Strategiesthebreakthroughadvisor

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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Episode 5 – Strategies for Reaching Your Peak Performance – With Dr. Kerry Johnson

July 1, 2020Finance, Financial, Investing, Retirement, UncategorizedADO, Advisor, Advisor Development Organization, Advisors, Breakthrough, Breakthrough Advisor, Finance, Finances, Financial, Financial Industry, InsurMark, Jack Martin, Planning, Portfolio, Retirement, Retirement Income, sustainability, Taxes, technology, The Breakthrough Advisor, trendingthebreakthroughadvisor

Many advisors would love to know how to read their clients’ minds, build trusted connections, and increase their business by 80%.

As a business coach, international speaker, and bestselling author, this is exactly what Dr. Kerry Johnson specializes in helping business professionals achieve. Today, Kerry shares his ideas, techniques, and strategies that you can put into practice today for a more successful tomorrow.

In this episode, you will learn:

How Kerry helps clients increase their business within specific time frames
About the status quo bias and its impact on the advisors-client relationship
How speakers and attendees can benefit from business and financial seminars
The difference between a focused and growth mindset
And more!

Tune in now to learn about Dr. Kerry Jonson’s business strategies and how they can help you enhance your business and mindset!

Resources: InsurMark | Dr. Kerry Johnson: (714) 368-3665

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Episode 4 – What to Consider When Planning Your Retirement Income – With Wade Pfau

June 17, 2020Finance, Financial, Investing, Retirement, UncategorizedADO, Advisor, Advisor Development Organization, Advisors, Breakthrough, Breakthrough Advisor, Finance, Finances, Financial, Financial Industry, InsurMark, Jack Martin, Planning, Portfolio, Retirement, Retirement Income, sustainability, Taxes, technology, The Breakthrough Advisor, trendingthebreakthroughadvisor

When planning for the income you’ll need for retirement, it can be difficult to determine which approach is best for you and your needs.

To help you better understand your options, today’s episode of The Breakthrough Advisor features Wade D. Pfau, Ph.D., and professor of retirement income at the American College.

With his extensive knowledge of retirement income planning, Wade shares what you should consider around retirement income, how the retirement landscape is changing, and how planning approaches need to be adjusted accordingly.

In this episode, you’ll learn:

How advisors can use Wade’s books as learning tools
The impact higher tax rates have on the retirement planning process
Different ways to manage risks in retirement
And more!

Tune in to learn how you can plan for your retirement income!

Resources: InsurMark | The Breakthrough Advisor Podcast | Retirement Researcher | Safety-First Retirement Planning

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