A dynamic approach to decumulation planning

Jul 6, 2022

Income Lab’s co-founder Justin Fitzpatrick was recently featured on the Fintech Impact podcast with Jason Pereira. They had a great conversation on Income Lab and our dynamic approach to decumulation planning. 

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Important points:

  • “Retirement isn’t static, people don’t plan and follow it to the letter until they die or run out of money. Clients don’t fail in retirement, they adjust.” – Justin
  • “There is a lot of fear and anxiety around retirement, but we found that kind of more realistic dynamic planning really improves not just the objective outcomes for people in retirement. That is obviously super important, but also kind of a subjective experiences of clients and retirement.” – Justin
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