Modernizing retirement planning: How financial professionals help clients build lasting resilience

Using a three-panel framework, Joel Liu, Head of Advanced Sales at MassMutual Strategic Distributors, explains how advisors can equip clients with superior retirement strategies
  • Nov 14, 2025

In the US, there is a wide spectrum of confidence which people fall on when it comes to confidence in retirement planning. Life expectancies continue to increase, and healthcare costs can be significant. An effective retirement planning strategy is essential to fulfillment in later stages of life. 

In this edition of InvestmentNews TV, we talk with Joel Liu, Head of Advanced Sales at MassMutual Strategic Distributors. Liu explains his three-panel framework - risk management, debt and savings, and long-term investments - to build a resilient and adaptable retirement plan.
 

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