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Advisor Revelations
DPL Financial Partners
111 episodes
6 days ago
DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices. *This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
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Investing
Business
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All content for Advisor Revelations is the property of DPL Financial Partners and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices. *This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
Show more...
Investing
Business
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Spending Trends in Retirement
Advisor Revelations
23 minutes 47 seconds
9 months ago
Spending Trends in Retirement
Retirement is a financial journey that requires thoughtful and strategic planning long before the golden years arrive. This is especially crucial during the fragile decade when even small missteps can have huge consequences. As retirees face longevity, inflation, and market risks, having a solution that addresses these challenges ensures a worry-free and financially secure retirement. In this episode, DPL Consultants Nate Johnson and Matt Robinson talk about spending trends and risk management in retirement. They highlight the complex nature of retirement planning due to individual needs and risk tolerances and discuss how the fragile decade, inflation, and longevity influence retirement plans.
Advisor Revelations
DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices. *This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.