『51. What Happens When You Work With Me? My 4-Step Process』のカバーアート

51. What Happens When You Work With Me? My 4-Step Process

51. What Happens When You Work With Me? My 4-Step Process

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Like what you heard in this episode? 🗓️ Schedule a Retirement Income Q&A call with Dr. Amanda: calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog //////// 51. What Happens When You Work With Me? My 4-Step Process What does a retirement income planner actually do—and what should you expect when working with one? In this lesson of Retirement Income School, Dr. Amanda takes you behind the scenes of her retirement income planning process. You’ll see how she evaluates a client’s complete financial picture, identifies income gaps and risks, compares potential strategies, and helps clients make informed decisions. Dr. Amanda also explains the tools she uses—including Asset Map, Annuity Genius, and Roth conversion modeling software—and discusses implementation, ongoing support, annual reviews, and how she is compensated. If you’ve spent decades building your savings but aren’t sure how to turn those assets into reliable retirement income, this episode will help you understand what a retirement income planning relationship can look like. Timestamps: 00:00 What Does a Retirement Income Planner Do?00:49 Why Dr. Amanda Works With Retirees02:36 Retirement Planning Is More Than Investing03:02 Accumulation vs. Retirement Distribution04:38 Common Retirement Income Concerns06:43 The Four-Step Planning Process07:22 Step 1: Retirement Income Q&A Call09:05 Step 2: Discover and Analyze09:25 Building Your Financial Asset Map11:21 Step 3: Modeling Solutions and Recommendations12:04 Comparing Annuity Income Strategies13:42 Modeling Roth Conversions and IRMAA14:21 Step 4: Review and Make Decisions15:13 Implementation and Ongoing Support16:13 How Dr. Amanda Is Compensated16:58 Client Experiences and Reviews18:39 Planning Process Recap19:06 How to Book a Q&A Call 📅 Want to Find Out More?:Schedule a Q&A Call with Dr. Amanda 💰 Join Us in the Retirement Income School™:www.RetirementIncome.School 📽️ Watch Retirement Income School™ Content on YouTube:www.youtube.com/@RetirementIncomeSchool 💰 Watch The Guaranteed Income Blueprint™:www.retirementsolutionsfinancial.com/guaranteed-income-blueprint 📬 Contact Dr. Amanda:Email: DrAmanda@RetirementSolutionsFinancial.comLinkedIn: @RetirementIncomeSchool About Dr. Amanda Amanda Barrientez | PhD, RICP®, RSSA®, NPN #19460436IBC Practitioner®, Ed Slott's IRA Advisor Group Member®Court of the Table Member MDRT® Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone. She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and Social Security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence. ⚠️ DISCLAIMER The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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