How to Give Retirees the Freedom to Spend

April 29, 2024

Robert Huebcher of Advisor Perspectives interviews Chief Strategist Michael Finke and CEO Tamiko Toland about IncomePath and the reason that the flexible spending methodology is so valuable in showing how annuities affect client portfolios.

<iframe width="100%" height="180" frameborder="no" scrolling="no" seamless="" src="https://share.transistor.fm/e/296b1a10?color=FFFFFF&background=30343C"></iframe>

PDF Download

You may be interested in

Press
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
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
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

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:

The role of annuities in a retirement income portfolio
How annuities can provide guaranteed lifetime income in retirement
Using annuities to mitigate market risk and volatility
For press inquiries, please email press@incomepath.com for the fastest response.