Preview Mode Links will not work in preview mode

Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

  1. All Episodes
  2. 2026
  3. 02

Special Episode: Trends in Retirement Income Planning and Planning Tips for Advisors - A Conversation with Sheryl O'Connor and Phil Lubinsky, IncomeConductor

Feb 4, 2026

Continuing our special series on post retirement income planning, we sit down with Sheryl O'Connor (CEO and co-founder of IncomeConductor) and Phil Lubinski (CFP, co-founder, former retail advisor specializing in retirees, and developer of the time-segmented income strategy that underpins the platform).

Sheryl...

Read More