Breakthrough Advisor Podcast

Your 2022 Playbook for the New Retirement Realities with Dr. Michael Finke (Ep. 36)

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. 

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

Subscribe 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…

YES, I’D LIKE TO LEVEL UP MY BUSINESS IN 2024!