Episode 5
Innovative Approaches to Tailoring Your Retirement Income Plan
Overview
Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNERTM professional Roger Young and Global Retirement Strategist Jessica Sclafani to discuss a critical topic for retirees: Personalizing your retirement income needs, solutions, and drawdown strategies. Whether you're gearing up for retirement, already retired, or simply interested in the current trends in retirement income planning, this episode is filled with valuable and insightful information you won't want to miss.
Podcast Host
Kimberly Zook
Head, U.S. Intermediaries (USI) Retirement
Speakers
Jessica Sclafani, CAIA
Global Retirement Strategist
Roger Young, CFP®
Thought Leadership Director
View the full transcript here.
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