Retirement Income Series

With Jamie Hopkins and Devin Ekberg

To help financial advisors address current market volatility and assist clients to enjoy the retirement they want, Carson Group partnered with investment management firm PIMCO to produce this Retirement Income Series.

Join Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Devin Ekberg, a senior consultant and education advisor with PIMCO, as they dive into topics like Social Security, changing legislation, income strategies and more with some of the top retirement thought leaders in the industry.

Retirement Income Series

With Jamie Hopkins and Devin Ekberg

To help financial advisors address current market volatility and assist clients to enjoy the retirement they want, Carson Group partnered with investment management firm PIMCO to produce this Retirement Income Series.

Join Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Devin Ekberg, a senior consultant and education advisor with PIMCO, as they dive into topics like Social Security, changing legislation, income strategies and more with some of the top retirement thought leaders in the industry.

Retirement Income Series

With Jamie Hopkins and Devin Ekberg

To help financial advisors address current market volatility and assist clients to enjoy the retirement they want, Carson Group partnered with investment management firm PIMCO to produce this Retirement Income Series.

Join Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Devin Ekberg, a senior consultant and education advisor with PIMCO, as they dive into topics like Social Security, changing legislation, income strategies and more with some of the top retirement thought leaders in the industry.

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Retirement Income Episodes

Dana Anspach: Creating Reliable Cash Flow in Retirement

Michael Finke: Learning How to Spend in Retirement

Bonnie Treichel: Saving and Spending in Retirement

Dr. Wade Pfau: Retirement Planning in a Changing World

Christine Benz: Breaking Down Retirement Income Planning Strategies

Dr. Richard Thaler: The Psychology Driving Our Money Decisions

Robert Powell: Helping Advisors Reimagine Retirement Planning

Mary Beth Franklin: Making Social Security Work for Clients

Dr. Roger Ibbotson: Ensuring You Don’t Outlive Your Money

Marguerita Cheng: Retirement Planning is Personal

Ed Slott: How Taxes Can Kill Retirement Dreams

Jeffrey Levine: A Future-Focused Approach to Tax Planning

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