Understanding and managing investors’ retirement income expectations

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

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.”

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.

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.

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.

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.

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For more information on the Nationwide Retirement Institute, please call 1-800-321-6064.

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