Ask an Expert: Solving the Advisor Retirement-Income Dilemma

Monday, July 18, 2022

1:00 PM EDT | 10:00 AM PDT

60 minutes

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David Macchia and Kerry Pechter will answer questions from advisors on topics related to retirement-income planning, such as:

  • How should advisors determine how much income clients need in retirement?
  • Are advisors paying sufficient attention to reducing longevity risk?
  • How should advisors adjust retirement income planning approaches based on a client’s assets relative to their income needs?
  • How is economic uncertainty changing the concerns of clients needing retirement income?
  • What are the advantages and disadvantages of using an approach based on safe-withdrawal rates?
  • How should advisors construct bond ladders? Should TIPS be used?
  • How should annuities be used? What types of annuities are best for certain clients?

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Speakers

David Macchia, MBA, RMA, CBBF Headshot

David Macchia, MBA, RMA, CBBF
Founder & CEO
Wealth2k, Inc.

David Macchia is an entrepreneur, author, thought leader, public speaker and marketing content expert focused on developing communications and technology solutions for retirement income distribution planning. He has dedicated his efforts to improving the retirement security outcomes of America’s “Boomer” women. To make this an attainable objective, David created Women And Income,™ the first retirement income solution developed expressly for female investors who are approaching retirement or recently retired.

David founded Wealth2k, Inc. to provide innovative, advisor-delivered solutions for retirement income planning. He led the team that developed The Income for Life Model®. The Model has enabled financial advisors to capture investment assets totaling $70 billion. Most importantly, its users have improved the financial security of many thousands of retirees.

David writes frequently on the subject of retirement income planning for both the consumer and financial advisor audiences. He is the author of the consumer finance book, Lucky Retiree: How to Create and Keep Your Retirement Income with The Income for Life Model. He also writes a monthly column for RetirementInvestor.io, and is a frequent contributor to both Advisor Perspectives and Financial Advisor Magazine. David wrote a regular monthly column for Research Magazine, as well as the Bank Insurance and Securities Association’s Portfolio Magazine. He has also written for Financial Planning, Investment Advisor, InvestmentNews, Advisor Today, Retirement Income Journal and Life/health Advisor. David has been quoted in the WSJ and numerous other news outlets.

A gifted public speaker, David has delivered dozens of Keynote addresses for organizations including the Bank Insurance & Securities Association, Financial Planning Association, Pershing Customer Conference, Structured Products Association, Retirement Income Industry Association, National Association of Fixed Annuities and LIMRA. He has also showcased product and program introductions at broker-dealer, insurer, bank and asset manager conferences.

Kerry Pechter Headshot

Kerry Pechter
Founder, Editor and Publisher
Retirement Income Journal (RIJ)

Kerry Pechter is founder, editor and publisher of Retirement Income Journal (RIJ). First appearing in 2009, RIJ is a digital-only, subscription-based publication that provides news and analysis to the retirement income industry. Pechter is the author of Annuities for Dummies (Wiley, 2008) and two other non-fiction books.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.