![Peak Wealth Management Interviews IncomeConductor [PODCAST]](https://incomeconductor.com/wp-content/uploads/peak.jpg)
“How would you feel if the market was down 30% and you needed to sell stocks to fund your retirement income?” We often discuss staying afloat during this hypothetical situation as a major advantage of adopting time-segmented retirement income planning. Suddenly, however, the discussion is not so hypothetical. IncomeConductor CEO Sheryl O’Connor was recently featured…
Author: Tom O'Connor
Growing your practice through retirement income [PODCAST]
![Growing your practice through retirement income [PODCAST]](https://incomeconductor.com/wp-content/uploads/audio-black-and-white-close-up-185030.jpg)
WealthConductor Co-Founder Phil Lubinski, CFP® was invited to speak on the Advisor Success Series, a podcast series hosted by 3D Asset Management, Inc. Over the course of two sessions, Phil discusses a broad array of experiences advisors face when serving retired clients and shares valuable insights from his lengthy and successful career. In these podcasts,…
WealthConductor visits The American College of Financial Services
WealthConductor co-Founders Sheryl O’Connor and Phil Lubinski visited the American College in the Fall of 2018 to help build out the Retirement Income Certified Professional (RICP®) designation video curriculum. Below you can find all eight videos that were filmed with the help of Jamie Hopkins, Wade Pfau and David Littell from the College. Topics covered…