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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Press
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