What Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick
The Perfect RIA
00:00
Dynamic Planning for Advisors
Geithin was writing when he wrote about dynamic distribution rates in the FPA journal in the early 2000 right. But to present that to a client and say hey when you hit, you know 110% of your initial dynamic distribution rate like that can be confusing for clients. So we've tried really hard to give advisors ways to talk with clients about not just the short-term but over the long term.
Play episode from 15:30
Transcript
