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A lot of retirees fear running out of money during retirement.

Can you relate?

This week, professor and expert in retirement investing, income planning, and life satisfaction Michael Finke highlights how advisors can help retirees manage their spending and maximize their investments without outliving their assets. Michael also shares how advisors like you can support clients navigate their retirement income planning during inflationary periods. 

Michael discusses:

  • The benefits of adding annuities to your client’s retirement planning
  • The best way to fund flexible and inflexible spending during your client’s golden years 
  • Ways the long-life income club can benefit lower-income retirees
  •  Spending without fear: Advice for advisors to help clients maximize their investments with financial products
  • And more!

Resources:

Connect with Michael Finke:

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About Our Guest:

Michael Finke, Ph.D., is a Professor of Wealth Management, Director for the Granum Center for Financial Security, and the Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. 

Michael is a nationally renowned researcher with a focus on the value of financial advice, financial planning regulation, investments, and individual investor behavior. His research conducted with fellow professor Wade Pfau questioning the 4% rule of retirement planning was published in the Journal of Financial Planning and won the 2014 Montgomery-Warschauer award for the most influential article.

Michael has published more than 50 peer-reviewed articles and is widely quoted in many of the nation’s leading consumer publications, including The Wall Street Journal, The New York Times, Time, and Money Magazine. He also has worked on white paper research projects for companies that include MetLife, Northwestern Mutual, OneAmerica, the Society of Actuaries, and TIAA.