"What if you could confidently navigate retirement, knowing your income would last a lifetime? In this episode of Great Decisions, Incredible Lives: Retire With Intention, host John Creekmur dives deep with Justin Fitzpatrick, Co-Founder and CIO of Income Lab, to uncover the secrets to successful retirement planning."

Justin has over 15 years of experience in financial services, leading teams in advanced financial planning, portfolio strategy, and financial technology tools.

In this episode, John and Justin discuss various retirement planning aspects and dynamic tools' importance.

They explore the fear of outliving income and how retirement is now seen as a journey rather than a fixed endpoint.

The conversation highlights the significance of making wise decisions in retirement and how Income Lab's tools can help individuals achieve their desired lifestyle.

They delve into spending capacity in retirement, customization and adjustments in planning, and the interconnectedness of taxes and social security.

Key Takeaways:

✅ Retirement is no longer seen as a fixed endpoint but as a journey that requires careful planning and decision-making.

✅ The fear of outliving income is a common concern in retirement planning, emphasizing the need for dynamic tools.

✅ Income Lab's tools provide valuable assistance in making wise decisions and achieving desired lifestyle goals in retirement.

✅ Understanding spending capacity in retirement is crucial for effective planning and maintaining financial stability.

✅ Customization and adjustments in retirement planning are essential to adapt to changing circumstances and goals.

✅ Taxes and social security are interconnected factors that should be considered in retirement planning.

✅ A case study demonstrates the importance of knowledge and informed decision-making in retirement planning.

Connect with Justin:

Website: https://incomelaboratory.com/

LinkedIn: https://www.linkedin.com/in/justin-m-fitzpatrick/

https://creekmurwealth.com/podcast-disclosure/

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