Retirement is, for many, the culmination of their life’s work. As their financial advisor, you’ve been helping your clients strategize and plan for that milestone. But what happens if what you’ve been planning for changes right before the goal line? We’re seeing that today in the world of retirement income.
Derek Sasveld and Scott Kimball return to the podcast to talk about the actionable strategies you can take to combat this shift in the income landscape to help create a better outcome in retirement for your clients.
In this episode:
- The changing landscape: Increasing number of retirees, low to zero interest rates, and divergences in risk and volatility.
- Shifting away from the traditional 60/40 split.
- Ways you can generate alpha and yield in a low-rate environment.
Originally Posted in January 2021 – Adapting to The Changing Landscape of Income
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