Continuing their deep dive into investment planning, Ken and lori take a much closer look at the details inside of the three major asset classes, cash, fixed income assets, and equities.

Ken and Lori begin to explore an extremely important pillar of any retirement plan; investment planning.

Ken Heise discusses some potential strategies that could address some of the retirement income roadblocks discussed in the first three episodes of this series.

In this episode, Ken and Lori continue their deep dive into income planning, this time focusing on some complex topics such as sequence of returns risk, and reverse dollar-cost averaging.

The second in this series of episodes looking into income planning in retirement, Ken and Lori discuss combatting 2 of the 4 biggest potential pitfalls that can damage an income plan, rising inflation, and longevity risk. 

An income plan is one of the staples of a successful retirement. In this episode, Ken and Lori begin diving in to this topic and discuss strategies for generating cash flow in retirement.

When planning for retirement, one of the biggest mistakes a person can make is failing to account for all the various aspects that go into a successful retirement plan. In this episode, Ken and Lori break down the areas in which a holistic retirement plan should cover.

Welcome to the Your Retirement Navigator podcast! This first episode will give you an idea of what to expect in future episodes, as well as helping you get to know the founders of Heise Advisory Group, the husband and wife team of Ken and Lori Heise.