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Exited to have our co-founder Justin Fitzpatrick featured on Advisor Perspectives the “Gaining Perspective” podcast, discussing “Why Retirement Risk Requires Dynamic Planning.”  Great listen to learn more about “new research and technology that helps advisors paint a more realistic picture of what retirement could look like and guides clients through retirement more successfully.

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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.

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Reducing Retirement Risk By Managing Communication Outrage → ‘Probability of Success’ Doesn’t Mean What Your Clients Think It Means → How to Conduct a Year-End Financial Planning Meeting with Clients: A Step-by-Step Checklist for Financial Advisors → How Monte Carlo Can Understate Retirement Income Risk Compared To Historical Simulation →

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