#176 - Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen

Wicked Pissah Podcast

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9M ago 49:03

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Hosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss:

Whether or not advisors have been looking at retirement distributions the wrong way
What Guardrails are and how they can help a retiree remain on track
How uncertainty can be less stressful than the certainty of a negative event.

You’ll also learn how Monte-Carlo analysis can work during a client’s accumulation phase, but adjustment-based income planning, during retirement, may be better understood and provide more certainty.

For more info on Income Lab, visit www.incomelab.io

150 episodes

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