Insights
IncomePath Insights
Our thought leadership
First appearing in Advisor Perspectives, the importance of flexible spending to help people better understand the decisions they make in retirement.
How to throw out a concrete planning horizon to better handle longevity, reprinted with permission from Advisor Magazine, March 2024
Building a better retirement income plan using Income paths and flexible spending
The Ideas Behind
IncomePath
Beneath the simplicity of the guide and visualizations is the IncomePath methodology, the engine that allows the creation of an intuitive set of dynamic illustrations, helping people understand key concepts for retirement planning. You can learn more about our methodology in a white paper, “Freedom to Spend: Building a Better Retirement Income Plan Using Income Paths and Flexible Spending.”
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In the Media
Press coverage, podcasts, and recorded events
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.
IncomePath CEO Tamiko Toland spoke at RetireTech (part of Medicarians) in the 2024 summit.
In this episode of Breakthrough Advisor, Jack Martin talks to IncomePath CEO Tamiko Toland about how advisors can help clients alleviate the fear of outliving their income through education and empowerment. They discuss:
Susan Rupe covered the launch of IncomePath for Advisor News:
