DiscoverTalking WealthHow to Make Sure Your Clients Never Run Out of Money | Justin Fitzpatrick
How to Make Sure Your Clients Never Run Out of Money | Justin Fitzpatrick

How to Make Sure Your Clients Never Run Out of Money | Justin Fitzpatrick

Update: 2025-09-25
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On this episode of Talking Wealth, Michael Batnick is joined by Justin Fitzpatrick, co-founder and chief innovation officer of Income Lab — a platform that’s rethinking retirement income planning for advisors and their clients. Justin’s work sits at the intersection of technology, behavioral finance, and real-world retirement challenges, helping advisors deliver smarter, more adaptive plans that reflect the realities of longevity, market shifts, and spending patterns. They'll dive into how Income Lab is changing the way advisors think about retirement planning, what makes their approach different, and where Justin sees the industry headed next.

This episode is sponsored by Innovator ETFs. Visit: https://www.innovatoretfs.com/pdf/dd_product_brief.pdf to learn more.

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Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.

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#finance #financialplanning #financialeducation

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How to Make Sure Your Clients Never Run Out of Money | Justin Fitzpatrick

How to Make Sure Your Clients Never Run Out of Money | Justin Fitzpatrick

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