A Conversation with IncomeConductor CEO Sheryl O'Connor
By ThinkAdvisor, sponsored by Jackson National Life Insurance Company
In today's fast-evolving economic environment, advising clients on crafting a reliable income stream for their retirement involves a growing list of investment options, spending considerations and dynamic risks that include an investor's sequence of returns and potential for excess longevity.
In this episode of the Ask the Retirement Expert podcast series, ThinkAdvisor Senior Reporter John Manganaro speaks with Sheryl O'Connor, CEO and co-founder of IncomeConductor, about the intricacies of truly holistic retirement planning.
As O'Connor explains, both diligence and flexibility are fundamental to financial success during life after work, and investors can no longer afford to follow mere rules of thumb such as the 4% "safe withdrawal" framework. Manganaro and O'Connor also address the role of increasingly sophisticated planning technologies that can help advisors and clients more clearly visualize and manage their income plan.
Other topics covered in the episode include:
- O'Connor's experience as an entrepreneur in the wealth management industry.
- How the work of retirement advisors resembles that of educators.
- The evolution of the annuity marketplace, and more.
To listen to the previous episode, click here.
To listen to additional podcasts within the Ask the Retirement Expert series, click here.
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