Retirement Income Styles and Decisions w/ Wade Pfau and Anders Smith
The Exceptional Advisor Podcast - Podcast tekijän mukaan Investments & Wealth Institute
Kategoriat:
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)
