Podknife - Episode 48: How contractual income solutions fit in a fee-only world? by Retire With Style

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Episode 48: How contractual income solutions fit in a fee-only world?

Podcast |: Retire With Style
Publisher |: Wade Pfau & Alex Murguia
Media Type |: audio
Podknife tags |: Investing,; Personal Finance,; Retirement
Categories Via RSS |: Business,; Education,; How To,; Investing
Publication Date |: Jan 17, 2023
Episode Duration |: 00:50:38

In this episode, we talk to David Lau, a RISA® Advisory Board member. David is the Founder and CEO of DPL Financial Partners. DPL helps advisors and their clients find contractual income solutions on a fee-only basis. Join us as we discuss with David how consumers are benefiting from new innovations in the financial services industry. DPL is a firm ahead of its time and you'll definitely want to hear as a consumer what’s in store and as an advisor how you can bring your clients the latest innovations in contractual income solutions.

Links:

Retirement Income Master Class for Advisors Registration Page: https://risaprofile.com/masterclass

This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"

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