This week, Jonathan Barth talks with Leslie Grant, Lead RIA Consultant at DPL Financial Partners. Committed to helping Americans navigate and manage change in retirement, Leslie talks about alternative retirement income strategies. She dives deeper into the unique ways to fund and diversify retirement income and what advisors can do specifically around pension buyouts.
As retirement approaches, many individuals begin to consider their income streams for the future. While traditional retirement strategies often rely on pensions, Social Security, and personal savings, there are alternative approaches to ensure a more stable income stream throughout their retirement years.
In this episode, Jonathan talks with Leslie Grant, Lead RIA Consultant at DPL Financial Partners. Prior to working at DPL, Leslie spent five years working for a prominent insurance carrier and four years with a boutique investment manager. Her comprehensive understanding of product construction, the insurance industry at-large, and her belief that all clients could benefit from the opportunity to retire with security shows in her work.
Committed to helping Americans navigate and manage change in retirement, Leslie talks with Jonathan about alternative retirement income strategies. They dig deep into the unique ways to fund and diversify retirement income and what advisors can do specifically around pension buyouts.
Key Takeaways
- [01:38] - Leslie's conversation with advisors about funding retirement income.
- [05:39] - How retirees can maximize their retirement income.
- [08:31] - Other rollover opportunities and unique ways advisors manage assets.
- [14:26] - The impact of rising interest rates on FIAs and RILAs.
- [18:08] - What the rising interest rate environment means for MYGAs.
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