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Financial Advisor Rhode Island

A market crash is one of the scariest moments for a retiree. However, history shows that these moments, while scary, do not cause financial ruin.

In our second episode, host Jason Siperstein and co-host Paul McDermott are joined by special guest, Justin Fitzpatrick.

Justin is co-founder and chief innovation officer of Income Lab, the only firm that provides dynamic (not static) retirement income software. Before co-founding the firm, Justin worked for 10 years in financial services, leading teams in advanced financial planning and portfolio strategy, managing development of financial technology tools, and designing and executing strategies to enter new markets.

Before that he spent seven years in academia, teaching at the Massachusetts Institute of Technology (MIT); Harvard University; Queen Mary, University of London; and the University of California, Los Angeles.

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Social Security” is the term used for the Old-Age, Survivors, and Disability Insurance (OASDI) program in the United States. It’s run by the Social Security Administration (SSA), a federal agency. It’s best known for retirement benefits, but it also provides survivor benefits and income for workers who become disabled. Read more…

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The Sustainable Spending Analyzer (SSA) is a next generation, 360-degree approach to retirement planning. It’s a refreshingly straight-forward tool that turns confusing charts and graphs into answers about the most important decisions related to your retirement.

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This assures there are no hidden commissions or secret referral fees. We believe this is the only type of advisor who can truly provide unbiased and objective financial advice.