Insights

IncomePath Insights

Our thought leadership

Insights
Article
Giving Retirees the Freedom to Spend
Michael Finke
Tamiko Toland

First appearing in Advisor Perspectives, the importance of flexible spending to help people better understand the decisions they make in retirement.

Mar 25, 2024
6 mins read
Insights
Article
Rethinking Lifespan And Lifestyle
Michael Finke
Tamiko Toland

How to throw out a concrete planning horizon to better handle longevity, reprinted with permission from Advisor Magazine, March 2024

Mar 21, 2024
8 mins read
Insights
White Paper
Freedom to Spend
Michael Finke
Tamiko Toland

Building a better retirement income plan using Income paths and flexible spending

Feb 27, 2024
10 mins read

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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4.1 Million
Americans retiring each year through 2027, according to the Alliance for Lifetime Income

In the Media

Press coverage, podcasts, and recorded events

Press
Podcast
How to Give Retirees the Freedom to Spend

Gaining Perspective Podcast with Michael Finke and Tamiko Toland

April 29, 2024
Press
Podcast
A Conversation with IncomePath Co-Founder 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.

April 28, 2024
Press
Podcast
How to Retire Happy and Spend Smart with Retirement Expert Michael Finke

The Strength Wave Podcast features a conversation with IncomePath Co-Founder and Chief Strategist Michael Finke.

April 18, 2024
Press
Live Event
Seeking Stable Growth–Designing the Next Generation of Annuities

IncomePath CEO Tamiko Toland spoke at RetireTech (part of Medicarians) in the 2024 summit.

April 8, 2024
Press
Podcast
Giving Retirees Permission to Spend with Tamiko Toland

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:

April 3, 2024
Press
News Coverage
IncomePath: Helping clients reimagine retirement spending

Susan Rupe covered the launch of IncomePath for Advisor News:

March 7, 2024