Phil Lubinski's guest appearances

Phil Lubinski

Advisor Success Series

8000 Day Retirement 

Perfectly Integrated

Dave Nadig

Ric Edelman

Carol Anderson

Daniel Crosby

Mark Butler

Mike Green

Matt Hougan

Jason Bloom

Phil Bak

Taylor Schulte

Kate Healy

John Hancock

Matt Halloran

Eric Clarke

Jay Coulter

OwlTail

Raymond Lucas

Great ideas are those that address real needs and necessities for consumers. Great ideas require lots of courage and faith.  In this episode, Matt Ackermann sits down with Phil Lubinski and Raymond Lucas to discuss the idea behind the lifetime income model. Phil and Raymond developed a financial planning model that changed the way advisors … Continue reading 14. The Lifetime Income Model with Phil Lubinski &amp; Raymond Lucas →

Great ideas are those that address real needs and necessities for consumers. Great ideas require lots of courage and faith.  In this episode, Matt Ackermann sits down with Phil Lubinski and Raymond Lucas to discuss the idea behind the lifetime income model. Phil and Raymond developed a financial planning model that changed the way advisors … <a href="https://perfectlyintegrated.blubrry.net/2021/07/01/14-the-lifetime-income-model-with-phil-lubinski-raymond-lucas/" rel="nofollow" target="_blank">Continue reading 14. The Lifetime Income Model with Phil Lubinski &amp; Raymond Lucas →</a>

14. The Lifetime Income Model with Phil Lubinski & Raymond Lucas

On this episode, Matt Shute is once again joined by Phil Lubinski from IncomeConductor. Phil has been a life-long financial advisor and a true pioneer in retirement income planning using time-segmentation. Besides retirement income planning, they discuss the changing landscape for advisors, the importance of succession planning, and technology. To learn more about IncomeConductor, visit- https://www.incomeconductor.com/

On this episode, Matt Shute is once again joined by Phil Lubinski from <a href="https://www.incomeconductor.com/" rel="nofollow" target="_blank">IncomeConductor</a>. Phil has been a life-long financial advisor and a true pioneer in retirement income planning using time-segmentation. Besides retirement income planning, they discuss the changing landscape for advisors, the importance of succession planning, and technology. To learn more about IncomeConductor, visit- <a href="https://www.incomeconductor.com/" rel="nofollow" target="_blank">https://www.incomeconductor.com/</a>

Round 2 with Phil Lubinski- Retirement Income Planning and Other Keys to Practice Growth

Planning your income in retirement is different than when you were saving your money in retirement accounts.  With more than 30 years of retirement planning experience, Phil Lubinski provides insights in how in his role as a retirement adviser in the USA he has guided clients to think about their money different and allocating their cash towards investments that have attributes aligned to each stage of life. Listen to Phil explain what he believes the pros and cons are for managing your money in retirement. Sheryl OConnor has teamed up with Phil to provide advisers with an award winning software solution so as to implement their academic driven management of retirement income.

Planning your income in retirement is different than when you were saving your money in retirement accounts.   With more than 30 years of retirement planning experience, Phil Lubinski provides insights in how in his role as a retirement adviser in the USA he has guided clients to think about their money different and allocating their cash towards investments that have attributes aligned to each stage of life. Listen to Phil explain what he believes the pros and cons are for managing your money in retirement. Sheryl OConnor has teamed up with Phil to provide advisers with an award winning software solution so as to implement their academic driven management of retirement income.

Income planning in retirement with Phil Lubinski and Sheryl Oconnor