This week on the Lifetime Income Series, Jim and John look at the subject of managing your assets during retirement. They discuss the three key objectives of safety, income and planning for inflation. The idea is to tailor your portfolio to meet your objectives, and ignore the daily noise of the markets. The guest this week is Troy Onink, CEO of Stratagee, who will discuss the two phases of college planning; accumulation and funding. Troy likes to say that college is a Toll Booth on the road to retirement, and is an integral part of retirement planning.
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