Episode 152: Helping The Constrained Investor Plan for Retirement With David Macchia

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Too often, investment advisors may focus on “reverse dollar cost averaging” strategies for retirement planning and ignore longevity risk. All too frequently, women – who generally happen to live longer and earn less than men – may find themselves at the most risk in this scenario. David Macchia, Retirement Income Entrepreneur, Founder of Wealth2k and author of Constrained Investor and Lucky Retiree joins us today with guest host, Bruno Caron – Associate Director at AM Best to discuss in depth.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 152: Helping The Constrained Investor Plan for Retirement With David Macchia

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