Welcome to the first of our three-part video series on retirement income planning conversation. The focus of this series is to demonstrate the real-life discussion that happens between a financial planner and their client about ensuring their portfolio lasts a lifetime.
In this hilarious talk at the Science of Retirement Conference 2018, financial planner Justin King gives a glimpse into the kind of conversation he has with clients to help address their fears of running out of money.
Often, when a client walks into the financial planner's office, they come in with their hopes and dreams, but also fear and worries. As a financial planner who works exclusively with retirees, Justin has mastered the art of retirement planning conversation. He talks about how he works with clients to design a robust and sustainable withdrawal strategy to ensure that their money outlives them. Ultimately, a successful retirement plan rests on faith in capitalism. But first, he rants about NEWS, which he describes as Negative World Events Service.