Re-Thinking the Retirement Spending ParadigmSubmitted by Financial Planning Hawaii on May 30th, 2018
Re-thinking the Retirement Spending Paradigm
On April 18th, 2018 I delivered a webinar to the New York City Chapter of the National Association of Personal Financial Advisors (NAPFA). The presentation conveyed my view of the current state of retirement income planning wisdom, strived to raise awareness of the limitations of financial planning software, and encouraged fellow advisors to think critically in their guidance to individual clients. The presentation offers a provocative, sobering view of the current state of the planning profession. The slide deck and transcript are provided below.