Back to List
Income Lab’s co-founder and chief innovation officer Justin Fitzpatrick joined Jeremy Keil, Financial advisor at Keil Financial Partners, on the Retirement Revealed podcast to discuss “7 Pro-Tips for More Dynamic Retirement Planning.”
Justin discusses:- Why you shouldn’t base your retirement decisions merely on rules of thumb
- The asset location strategy that every retiree should practice
- Tips to optimize your Social Security and taxes in the long run
- Potential risks of planning for a long life (i.e., overestimating mortality rates)
- And more
