The Perfect RIA’s “What Works Wednesday” Podcast – Dynamic Retirement Income Planning

Oct 28, 2022

On the most recent episode from The Perfect RIA’s “What Works Wednesday” podcast, Justin Fitzpatrick, PhD, CFA, CFP® from Income Lab joins Matt Jarvis to talk about how through their software they work to bring better outcomes and experiences to clients, and why it’s important to talk to clients in a way that they understand.

Here are a few of the main points:
  • How adjustments can save almost any plan.
  • That you need to share different scenarios with your clients regarding their decisions.
  • Why you need to talk to your clients, not just when they need to tighten their belts.
  • The importance of talking to your clients in a way they understand.

Listen to Podcast >>

Related Articles
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...

Start now with a Demo

The first truly dynamic retirement
planning technology.