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:
- Why retirees (including millionaires!) tend to underspend
- What it means to give clients the “permission to spend” so they don’t sacrifice their dream retirement
- Simplifying complex financial concepts for clients through visualizations
- How IncomePath makes it easier for advisors to provide greater clarity and education to clients about guaranteed income
Listen on your favorite podcast app or find it at Breakthrough Advisor Podcasts.
You may be interested in
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.
Susan Rupe covered the launch of IncomePath for Advisor News:
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.
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Outside of IncomePath (our favorite!), some of the topics we cover are:
