Case Study: Failing at Income Planning

Original Air Date: November 16, 2024 

Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss investors’ fears when it comes to income planning during retirement. They explain how Henssler Financial determines how a retiree should tap their savings for spending purposes.  

Read the Article: https://www.henssler.com/protected-income-and-sustainable-retirement-spending