Understanding and managing investors' retirement income expectations

This podcast series covers research and strategies for advisers looking to close the retirement 'planning gap'

Dec 6, 2017 @ 12:01 am

Turning Health Care Concerns into Planning Opportunities

While health care tops the list of retirement income concerns for investors, advisers who increase their expertise and can help clients navigate complex health care issues could have a competitive advantage. In this podcast, Steve Calandra, vice president in the Nationwide Retirement Institute, provides advisers with strategies for deepening their knowledge of health care planning – and building this into an adviser's core value proposition.

Your Clients Biggest Fear? Health Care in Retirement

Health care and medical costs register as the top retirement challenge for both investors and advisers. This podcast walks through key findings from the “Planning Gap” study and offers advisers insights into why many clients are under-estimating how much income they will need to get to – and ultimately through – a retirement that could last 30 years.

How Advisers can Increase Retirement Confidence

A wide range of factors can contribute to your clients' retirement confidence. In this podcast, Steve Calandra, Vice President in the Nationwide Retirement Institute®, addresses some of the largest retirement concerns and challenges facing investors. In addition, Mr. Calandra offers strategies and tips for advisers to address these challenges directly with clients – and ultimately improve clients' outlooks for retirement.

Identifying and Defining the Planning Gap

This podcast focuses on the differences in investor and adviser retirement expectations – and specifically quantifies the “gaps” in retirement income planning that advisers will need to focus on closing with their clients and potential clients. Matt Sirinides, InvestmentNews' Senior Research Analyst, presents the findings in detail in this podcast, which was excerpted from the hour-long webcast, “How investors think vs. advisers plan for retirement income.”

Related Planning Gap Resources:

To access the full “Planning Gap” webcast, click here.

To download the full “Planning Gap” study, click here.

To view the “Planning Gap” microsite, which includes access to additional retirement income planning tools and resources, click here.

This material is not a recommendation to buy, sell, hold, or rollover any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should work with their financial professional to discuss their specific situation.
Nationwide and InvestmentNews are separate and non-affiliated companies.
Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, OH. Nationwide Retirement Institute is a division of NISC.
Nationwide, Nationwide N and Eagle and Nationwide is on your side are service marks of Nationwide Mutual Insurance Company. ® 2017 Nationwide.
For more information on the Nationwide Retirement Institute, please call 1-800-321-6064.

0
Comments

What do you think?

View comments

Recommended for you

Related stories

Featured video

Events

I am a professional woman, not a woman professional.

How Bella Allaire's upbringing in the Soviet Union actually helped her rise to the top, and her wish for women everywhere.

Latest news & opinion

CFA Institute adding crypto, blockchain to curriculum

Subjects will be added to its Level I and II coursework for the first time next year.

Trump tax plan making dividend ETFs hot

Funds that are seeing inflows largely steer clear of sectors like utilities.

Wells Fargo Advisors continues to see a decline in brokers

Company also set aside $114 million over fees for rich clients.

Morningstar to replace funds in its managed portfolios with nine of its own

New sub-advised funds, offered exclusively through financial advisers, are intended to lower costs and provide 'greater flexibility.'

Average client assets top $2 million for first time

Charles Schwab's latest RIA Benchmarking Study reports organic growth is driving increased AUM and revenues.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print