Living a Richer Life by Design

Living On Known Returns


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Join Jonathan Krueger as he interviews Tim Kneen, Founder of Lumina Consulting.

IN THIS EPISODE:

On today's show we will be talking to Tim Kneen, Founder of Lumina Consulting.

During this episode you'll hear:

  • How the financial services industry has struggled to develop innovative retirement-income solutions.
  • What Adaptive Wealth Management means.
  • The recurring theme and the key to retirement-income solutions.
  • Adaptive distribution ideas utilized in the market environment we see today.
  • Why during the distribution or income stage of one's financial life should they NOT over-focus on inflation.
  • How the market correction impacts someone in retirement and how AWM works to mitigate these types of corrections.
  • Fees, fees and more about fees.
...more
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Living a Richer Life by DesignBy Jonathan Krueger