Power Your Advice

Episode 174 – Securing Your Future with Mike Harris and Tom West

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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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