Mike Harris with the Alliance for Lifetime Income hosts an episode in conversation with Tom West, a Senior Partner at Signature Estate & Investment Advisors. In this podcast, Mike and Tom talk through retirement income planning and the risk of outliving one’s retirement savings. They also discussed: The latest research study “Protected Retirement Income and Planning” (PRIP). Consumer optimism about having enough money for retirement being low. The Importance of reducing ambiguity and educating clients for advisors. Personalizing solutions and acknowledging client concerns. Shifting consumer priorities – health concerns over financial worries. Addressing the intersection of health care and financial planning. The communication gap between advisors and clients on protection and specific risks. Handling discussions about cognitive decline with clients and families. Resources: Alliance for Lifetime Income Signature Estate & Investment Advisors

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