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“Stress tests that illustrate spending and adjustments are invaluable for improving advice, client experiences, and client confidence.” – Justin Fitzpatrick, PhD, CFA, CFP® and CIO of Income Lab.

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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.

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Rethinking Risk in Retirement Planning → Taxes and Software with Justin Fitzpatrick → Retirees Have A Superpower → Reframing Monte Carlo Results To Increase Trust In Dynamic Retirement Spending →

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