Podknife - What Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick by The Perfect RIA

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What Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Oct 26, 2022
Episode Duration |: 00:28:39

Calculating Dynamic Distribution Rates is not something you can figure out with a notepad or a calculator. On today's episode, Justin Fitzpatrick from Income Labs joins Matt to talk about how through their software, they work to bring better outcomes and experiences to clients and why it's important to talk to clients in a way that they understand.

Listen in as Matt and Justin discuss that people don’t change the way they speak just because they retire and how little changes can result in a big long-term effect.

https://bit.ly/3TffOOQ

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