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Listen "Advising Clients Through the Controllable Factors and Uncontrollable Risks of a Retirement Spending Plan w/ Greg Goin and Mark Paulson"
Episode Synopsis
Robert Powell, editor of TheStreet's Retirement Daily, interviews Greg Goin, CFP ®, CIMA ®, CLU ®, CRPC®, Regional Vice President, RIA & Institutional Markets, Allianz Life Financial Services, LLC, and Mark Paulson, Vice President, Hedge Business Development at Allianz Investment Management, on 1) the factors advisors can help clients control when advising them on their retirement plans and how each recommendation affects the plan's chance of success, and 2) uncontrollable risks and their impact on retirement plans. In addition, Goin and Paulson address how retirement portfolios that include a RILA with guaranteed lifetime income may help clients better handle the uncontrollable risks they will face in retirement.
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