Retire With Confidence with Nick Hopwood, CFP

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

March 19, 2020

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 With Confidence. 

Play this podcast on Podbean App