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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. Jim Breen, from Pacific Life, asks Michael about key retirement concerns. They discuss:
- How anxiety over retirement planning is the top reason that investors seek out advice
- Helping retirees “capture joy”
- The importance of expanding retirement plan defaults to the income phase
- Defining retirement success by spending
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IncomePath CEO Tamiko Toland spoke at RetireTech (part of Medicarians) in the 2024 summit.
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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:
Press
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Outside of IncomePath (our favorite!), some of the topics we cover are: