
ADVISING CLIENTS THROUGH THE CONTROLLABLE FACTORS AND UNCONTROLLABLE RISKS OF A RETIREMENT SPENDING PLAN
Exceptional Advisor Podcast
Robert Powell, editor of TheStreet’s Retirement Daily, interviews Greg Goin, CFP®, CIMA®, CLU®, CRPC®, Regional Vice President, RIA & Institutional Markets, Allianz Life Financial Services, LLC, and Mark Paulson, Vice President, Hedge Business Development at Allianz Investment Management, on 1) the factors advisors can help clients control when advising them on their retirement plans and how each recommendation affects the plan’s chance of success, and 2) uncontrollable risks and their impact on retirement plans.
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