Resources

Retirement Distribution Hatchet CE Webinar

Retirement Distribution Hatchet CE Webinar

September CFP CE Webinar: "The Retirement Distribution Hatchet" hosted by Justin Fitzpatrick, PhD, CFA, CFP® and Derek Tharp, Ph.D., CFP®, CLU®, RICP®.s. Important points: Realistic changes in expected income needs and non-portfolio income sources like Social Security...

Taxes and Software with Justin Fitzpatrick

Taxes and Software with Justin Fitzpatrick

Income Lab co-founder Justin Fitzpatrick joins the Retirement Tax Services Podcast to share his angle on how taxes fit into retirement. He discusses why he created a new financial planning software, as well as its role in making retirement income planning more...

Retirees – Stop Under-spending in Your Go Go Years

Retirees – Stop Under-spending in Your Go Go Years

The Retirement Planning Podcast with Kevin Lao  featured Income Lab Co-founder, Justin Fitzpatrick, PhD, CFA, CFP® . "Creating a dynamic spending plan combined with "Retiree's superpowers" 🦸 (as Justin calls them) can accommodate for a much more enjoyable lifestyle.”...

Exploring Income Lab with Sample Households

Exploring Income Lab with Sample Households

In this webinar we run through a typical workflow for building, evaluating, and implementing an Income Lab dynamic retirement income plan. We show examples of how to incorporate different aspects of a household’s financial situation in one plan and how to use Income...

See how the market impacts future spending, not just account balance

See how the market impacts future spending, not just account balance

Money Life with Chuck Jaffe featured Income Lab Co-founder, Justin Fitzpatrick on their most recent podcast episode, “See how the market impacts future spending, not just account balance. Justin discusses that while investors and retirement savers are starting to...

Using Economic Data to Inform Retirement Income Advice

Using Economic Data to Inform Retirement Income Advice

Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are much more useful when forming longer-term retirement spending plans. In this webinar, we examine three representative economic indicators related to...

Retirees Have A Superpower

Retirees Have A Superpower

Morningstar's "The Long View" Podcast with Christine Benz and Jeffrey Ptak recently featured Income Lab's co-founder Justin Fitzpatrick. They had a great conversation where Justin explains the simple steps older adults can take to ensure that their assets last...

A dynamic approach to decumulation planning

A dynamic approach to decumulation planning

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. Listen to the Podcast >> Important points:...

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