Planning for Longevity of Retirement Income: One Year Later, with Fraser Stark and Purpose Investments

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Frontier Of Finance

Capintel

27 episodes

3 weeks ago

Welcome to the Frontier of Finance: an original podcast hosted by CapIntel’s CEO and Founder, James Rockwood along side CRO and Co-Founder Rob Crnkovic. For the past four years, James has been on a mission to help advisors and asset managers improve the wealth management industry. On each episode, you'll hear directly from leading asset managers on their latest product launches and milestones. We'll give you an exclusive look at what makes these products different, why they were built, who is behind them, and how to use them in portfolios. You can expect to hear from forward-thinking professionals from the largest banks and leading independent firms. We'll go beyond the surface level to bring you credible information on the latest in wealth and asset management. Tune in, subscribe wherever you get your podcasts, and drop us a five-star rating and review on Apple Podcasts. We'll see you on the frontier.

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Planning for Longevity of Retirement Income: One Year Later, with Fraser Stark and Purpose Investments

Frontier Of Finance

27 minutes 7 seconds

3 years ago

Planning for Longevity of Retirement Income: One Year Later, with Fraser Stark and Purpose Investments

Planning for retirement is taking on a whole new meaning as a third ‘act’ in our lives – one which involves reframing retirement planning in income terms. In this episode, James welcomes back Fraser Stark, President of the Longevity Retirement Platform at Purpose Investments, to discuss major trends happening in the retirement space. Fraser shares his perspective on some of the challenges faced by the retirement community today, including overall income insecurity, inflation and the need to plan for longer lifespans than ever. James and Fraser also revisit Purpose Investment’s headline-making Longevity Pension Fund one year after its creation and discuss its performance so far. Fraser explains how the fund can factor into existing retirement strategies and how advisors can communicate this effectively to their clients. Finally, he shares his top tips for people who are planning for retirement today. Learn more about Purpose Investment’s Longevity Pension Fund: https://www.retirewithlongevity.com/