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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.”

Important points:

  • Retirees have the power to change and pivot if something does not go as planned in retirement.
  • Retirees have a lot more power over their retirement portfolio than they would like to think because they can make the necessary adjustments along the way.
  • How they use the “Roth Conversion” feature inside Income Lab to assist their clients with not passing such a heavy tax burden on to their legacy but spreading out taxes over a course of time

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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.

View all articles by Justin LinkedIn

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Assessing Both Longevity AND Mortality Risk For More Effective Retirement Plans → Reducing Retirement Risk By Managing Communication Outrage → Social Security Masterclass Series: The Psychology of Social Security Claiming → Social Security Masterclass Series: The Underappreciated Risks of Social Security Claiming →

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