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Round 2 with Phil Lubinski- Retirement Income Planning and Other Keys to Practice Growth
Manage episode 233825409 series 2325901
Content provided by Freedom Investment Management, Inc. and Freedom Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Freedom Investment Management, Inc. and Freedom Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On this episode, Matt Shute is once again joined by Phil Lubinski from IncomeConductor. Phil has been a life-long financial advisor and a true pioneer in retirement income planning using time-segmentation. Besides retirement income planning, they discuss the changing landscape for advisors, the importance of succession planning, and technology. To learn more about IncomeConductor, visit- https://www.incomeconductor.com/
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Manage episode 233825409 series 2325901
Content provided by Freedom Investment Management, Inc. and Freedom Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Freedom Investment Management, Inc. and Freedom Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On this episode, Matt Shute is once again joined by Phil Lubinski from IncomeConductor. Phil has been a life-long financial advisor and a true pioneer in retirement income planning using time-segmentation. Besides retirement income planning, they discuss the changing landscape for advisors, the importance of succession planning, and technology. To learn more about IncomeConductor, visit- https://www.incomeconductor.com/
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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