Planning for Longevity of Retirement Income: One Year Later, with Fraser Stark and Purpose Investments
Description
Planning for retirement is taking on a whole new meaning as a third ‘act’ in our lives – one which involves reframing retirement planning in income terms. In this episode, James welcomes back Fraser Stark, President of the Longevity Retirement Platform at Purpose Investments, to discuss major trends happening in the retirement space. Fraser shares his perspective on some of the challenges faced by the retirement community today, including overall income insecurity, inflation and the need to plan for longer lifespans than ever. James and Fraser also revisit Purpose Investment’s headline-making Longevity Pension Fund one year after its creation and discuss its performance so far. Fraser explains how the fund can factor into existing retirement strategies and how advisors can communicate this effectively to their clients. Finally, he shares his top tips for people who are planning for retirement today. Learn more about Purpose Investment’s Longevity Pension Fund: https://www.retirewithlongevity.com/
United States
