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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 >>