Retirement Income Styles and Decisions w/ Wade Pfau and Anders Smith

24/02/2022 40 min Temporada 5 Episodio 86
Retirement Income Styles and Decisions w/ Wade Pfau and Anders Smith

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Episode Synopsis

In the third of a six-part series, Wade Pfau, Ph.D., CFA, RICP®, author of the Retirement Planning Guidebook, and Anders Smith, Vice President and Head of National Sales Consulting at Delaware Life Marketing, discuss the Retirement Income Style Awareness matrix and how to determine the appropriate retirement income strategy for a client. Important Disclosures (delawarelife.com)