The world's foremost retirement planning experts reveal game-changing strategies that could transform your financial future in this extraordinary episode recorded at the American College of Financial Services' inaugural Horizons Conference. 

After attending financial conferences for over 17 years, I've never experienced anything like this gathering of retirement planning luminaries. In this first installment of a special two-part series, I sit down with four distinguished guests whose research shapes how Americans approach retirement security.

Dr. Wade Pfau introduces the Retirement Income Style Awareness (RISA) assessment, a groundbreaking tool that matches retirement strategies to psychological preferences. He walks us through the four fundamental approaches to retirement income planning, explaining why one size doesn't fit all. Many retirees struggle with plans misaligned to their comfort levels – something the RESA helps identify and correct.

Dr. Michael Finke reveals startling research on what he calls the "license to spend." His studies prove retirees with guaranteed lifetime income sources spend far more freely than those relying solely on investment portfolios. "People don't like staring at a pile of money," he explains, highlighting how psychological factors often trump mathematical ones in retirement satisfaction.

Dr. David Blanchett discusses how medical advances like GLP-1 medications may dramatically increase not just average lifespans but the variability of lifespans. This creates profound planning challenges since traditional portfolio-based strategies struggle with extreme longevity scenarios. His empirical evidence shows people spend approximately 80% of lifetime income but only 50% of what they could from portfolio assets.

Jamie Hopkins addresses the psychological shift from saving to spending with his "Rewirement" concept. "We spend decades building our nest egg, then the day we retire, we have to start taking it apart," he notes, explaining why this transition proves so difficult. He also emphasizes planning for purpose and community after losing workplace connections.

Take control of your retirement future today by calling 866-780-SAFE for your complimentary RESA assessment and personalized retirement income strategy consultation.

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