Join Dr. Michael Finke as he shares the steps for developing a goals-based financial plan, the importance of understanding the impact of investment risk, and approaches to funding inflexible spending. Sponsored by RetireOne and Protective.
Topics covered will include:
- Considerations when transitioning from portfolio-based to goals-based retirement income plans and understanding the impact of investment risk
- Investment approaches for inflexible expenses & factoring in longevity and how long savings must last
- The Value of Guaranteed Income - balancing spending with investment risk, and the value of annuities for guaranteed income
Sponsored by
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