The Lifetime Income Series: Know What You Need, Know What You Want, Know How to Get It

Special Guest: Scott Cohn, CNBC Senior Correspondent

Jim and Cathlyn extend last week’s discussion focusing on asset allocation into strategies to meet your specific needs vs. wants, examining income sources and risks associated with each. Following their previous case study, they walk us through the details, comparing numbers for a realistic preview of what to expect based on your investment choices. The question is: how much risk can you handle vs. where you want to be? This week’s guest is Scott Cohn, Senior Correspondent at CNBC. Scott and Jim discuss the best states for business in retirement.

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