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Statement from the CEO:

“We are thrilled to have won the XY Planning Network 2022 XYPN AdvisorTech Expo and excited to have received so much support and encouragement from XYPN advisors. Thank you to Michael Kitces, Alan Moore, and the XYPN team for continuing to champion innovation in #AdvisorTech and to host this important annual competition. This is a great sign that our mission to revolutionize retirement planning is on the right track. See you all again next year at XYPNLive 2023!” – Johnny Poulsen, CEO, 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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The Retirement Distribution “Hatchet”: Using Risk-Based Guardrails To Project Sustainable Cash Flows → Income Lab Launches AI Scribe to Turn Client Conversations into Retirement Plans → Income Lab Introduces AI Features to Cut Planning Time → The Kitces Latest in Financial Advisor Tech Highlights Income Lab (December 2022) →

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