By Brad Rhodes Creating sustainable income in retirement is one of the most important financial goals any retiree can have. It’s not just about having enough money saved — it’s about ensuring that the ...

When retirement planning with a client, the transition from the accumulation phase (where the focus is on building wealth) to the decumulation phase (where the focus shifts to using that wealth to ...

Listen to the interview on the Business Innovators Radio Network: Interview with Dave Barr, Founder of Barr Asset Management, ...