Company
We focus on giving retirees the freedom to chart a clear path to retirement. Our goal is to design better ways to help people understand the risks and opportunities they face so they can make a decision with confidence.
Retirees need an easy way to understand how to turn their savings into income. I’ve spent the last 15 years conducting research with some of the brightest minds in the field. IncomePath uses the best ideas from this research to create a simple process that helps people design their own retirement income plan.
Michael Finke, Ph.D., CFP®
Co-Founder | Chief Strategist
Michael started IncomePath because he wants to improve retirement security and help people make better decisions for themselves and their loved ones. He is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services, and a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction, and cognitive aging.
Michael earned his doctorate in consumer economics from The Ohio State University in 1998, and in finance from the University of Missouri in 2011. He leads the O. Alfred Granum Center for Financial Security at the American College, and is a Research Fellow at the Retirement Income Institute. Michael is also a member of the Defined Contribution Institutional Investment Association Academic Advisory Council, and serves as a Trustee on the Pension Reserve Trust of Puerto Rico. He is a frequent speaker at financial planning conferences, and was named one of the “25 Most Influential People” in investment advising by Investment Advisor magazine in 2020 and 2021.
Tamiko Toland
Co-Founder | CEO
Tamiko teamed up with Michael to start IncomePath because she shares his vision of a better way to communicate retirement risks and help people make better decisions for retirement. She is an annuity expert and thought leader with a passion for creative approaches to educating people about the real risks and solutions for their retirement needs.
For more than two decades, Tamiko has tracked trends and key issues on retirement income, writing and speaking to a variety of audiences. She most recently held leadership roles at TIAA and Cannex Financial Exchanges, an annuity data and analytics firm. Tamiko got her introduction to annuities as a trade journalist, but her proclivity for in-depth reporting drew her to Strategic Insight, where she managed the Annuity Insight data service and authored reports on cutting-edge topics. In addition to serving as IncomePath’s CEO, Tamiko runs a consulting firm that helps clients with strategy and communications on lifetime income for individual annuities as well as lifetime income solutions offered within retirement plans. She regularly shares her perspectives with the news media and speaks at industry conferences and webinars.
We need to give people the tools they need to make good decisions for themselves, not barrage them with more math and arcane explanations.
Even as someone who has been in the industry for a long time, I find that the transition from accumulation to retirement is vague and confusing at best using the tools available today. IncomePath gives people the confidence to move forward with a retirement plan.
Steve Prew
Head of Business Development
Steve joined Michael and Tamiko at IncomePath to act as an industry conduit and to be part of the mission to help people move more smoothly from accumulation to decumulation in a confident and comfortable way. Steve first teamed up with Michael at The American College of Financial Services in January of 2020, where they have focused on bringing goal-based planning across the industry.
In addition to his current role with IncomePath, Steve runs a business development consultancy where he leverages his skills in relationship management, business development, and industry knowledge to help firms innovate, scale, and optimize their growth.
Steve earned his MBA with a Strategic Management focus from Regis University in Denver and lives in Highlands Ranch, Colorado, with his wife Katie. He enjoys hunting, camping, fishing, cycling and golf.
Contact Steve at steve@incomepath.com
IncomePath News
The innovative approach from Finke and Toland gains attention in the retirement income category.
Retirement industry thought leaders Dr. Michael Finke and Tamiko Toland launch IncomePath, a novel solution provider that simplifies retirement income planning.
Press
We welcome interest from members of the media. If you are a journalist, podcaster, or blogger and would like to request an interview, please get in touch using the contact form below or send an email to press@incomepath.com.
We will respond to media inquiries in a timely manner. Please include your contact information, and a general idea of the story or concept you are working on.
Outside of IncomePath (our favorite!), some of the topics we cover are:
In the Media
Gaining Perspective Podcast with Michael Finke and Tamiko Toland
For the Ask the Retirement Expert series, a conversation about how annuities have changed over time, behavioral considerations to buying them, and how IncomePath helps move the needle.
The Strength Wave Podcast features a conversation with IncomePath Co-Founder and Chief Strategist Michael Finke.
