in Investments, Marketing, Practice Management

“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 on episode 80 of Peak Wealth Management’s Finding True Wealth podcast series. Peak Wealth Management President Nick Hopwood, CFP® and Vice President Jim Pilat, AIF® talk with Sheryl about managing risk during the retirement income phase of life.

Listen now:

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