Back to Resources

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

Listen to the Podcast >>

Justin Fitzpatrick, PhD, CFA, CFP - President and Co-Founder of Income Lab
Justin Fitzpatrick, PhD, CFA, CFP

Justin Fitzpatrick is President and Co-Founder of Income Lab, retirement income planning software used by thousands of financial advisors. He developed the guardrails-based approach to retirement income distribution after a decade in financial services at Jackson and seven years in academia at MIT, Harvard, and UCLA. His research on adjustment-based planning has been published on Kitces.com, ThinkAdvisor, AdvisorPerspectives, and FinancialPlanning Magazine.

View all articles by Justin LinkedIn

Continue Reading

Income Lab, the retirement income management software provider, launches revolutionary and timely Retirement Stress Test tool for Financial Advisors → Why Guyton-Klinger Guardrails Are Too Risky For Most Retirees (And How Risk-Based Guardrails Can Help) → Reframing Risk In Retirement As “Over- And Under-Spending” ToBetter Communicate Decisions To Clients, And Finding “Best Guess”Spending Level → Income Lab Establishes Research Council to Advance Retirement Income Analysis and Education →

Ready to see this in action?

Watch how Income Lab helps advisors answer clients' toughest retirement income questions with guardrails-based planning.

Book a Walkthrough Start Free Trial