“Most people I find are not all that interested in being in the weeds on finances. They just want somebody to say, ‘Hey, here’s the life you can live. Go do it. I’ll let you know when you need to make a change.’” – Justin Fitzpatrick
Retirement planning has been running the same tired plays for decades—Monte Carlo simulations, rigid spending rules, and confusing probability charts that often leave clients more anxious than assured. Justin Fitzpatrick, Co-Founder and Chief Innovation Officer of Income Lab, thinks it’s time to shake things up.
In this episode, Dr. Jordan Hutchison sits down with Justin to break down a better way to help clients plan for retirement—one that’s dynamic, real-world, and focused on what actually matters. They tackle why traditional planning models could be holding Advisors back, how real-dollar conversations can help to build confidence, and why tax strategy might be the most overlooked edge in financial planning today.
Why You’ll Love This Episode:
- Behavioral Finance Insights: Practical ways to reduce client anxiety about spending in retirement
- The Differentiator Factor: A breakdown of how tax strategies can set you apart from other Advisors
- Future-Focused Growth Strategies: A look at what’s next for planning technology—and how you can get ahead of the curve
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