A Conversation with The Sandidge Group Principal, James Sandidge
By ThinkAdvisor, sponsored by Jackson National Life Insurance Company
Financial advisors with any significant experience serving older clients know that the linear and relatively straightforward nature of the wealth accumulation effort pales in comparison with the complexity of retirement income planning. Simply put, managing the income phase effectively is an order of magnitude more complex.
In this episode of the Ask the Retirement Expert podcast series, ThinkAdvisor Senior Reporter John Manganaro speaks with James Sandidge, an advisor, attorney and principal at the Sandidge Group, about his award-winning research on retirement income planning and chaos theory.
Sandidge's 2020 paper, "Chaos and Retirement Income," earned him the 2020 Investments and Wealth Institute Journal Research Award, and he is currently hard at work extending the "chaos discussion" by examining the concepts of turbulence and seeking to identify patterns that are predictive of retirement income success or failure as early as the first year during life after work.
During the episode, Manganaro and Sandidge also discuss:
- Sandidge's research process and biggest findings.
- How advisors can help clients avoid a retirement income "death spiral."
- How to assess the role of annuities, their associated risks, 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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