Download - EP 080: Retirement Income Planning with Sheryl O’Connor, CEO and Co-Founder of Income Conductor

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Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

Business:Investing

EP 080: Retirement Income Planning with Sheryl O’Connor, CEO and Co-Founder of Income Conductor

2020-03-19

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Nick Hopwood, CFP® of Peak Wealth Management speaks with Sheryl O'Connor of Income Conductor about next-gen retirement income planning. As a retirement income expert, Sheryl explains some of the various distribution strategies utilized by advisors and the pros and cons of each.

Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently.