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On the latest episode of The Get Ready Money Podcast, I spoke with Sheryl O’Connor and Phil Lubinski, co-founders of IncomeConductor about changing the way we think about money, and managing retirement income to provide retirees peace of mind.  

In this episode we discussed:

• The importance of an implementation roadmap.
• The value of a time segmented approach is so important to managing retirement income.
• Why retirees should go from a savings habit to a spending habit.  
• How you can have a strategy where you don't have to rely on the market performance from a day-to-day perspective.

Sheryl O’Connor has spent over 25 years in the financial services industry at insurance and investment management firms where she led strategic business growth and technology innovation.  After leading an investment management firm for 11 years, Sheryl co-founded IncomeConductor in 2017, a retirement income focused wealthtech firm that provides a revolutionary strategy and technology to advisors and their clients that meet the needs of today’s retirees and serves as its CEO.  Sheryl has won numerous leadership awards and serves as a global ambassador to encourage women entrepreneurship in technology.

Phil Lubinski, CFP has spent over 35 years as a financial advisor, serving almost exclusively retirement income planning clients. He was first to develop a ‘bucketing’ approach to income planning and has co-developed several fintech systems designed to help advisors create income plans for their clients.  After successfully transitioning his practice, he co-founded IncomeConductor, which utilizes his time-segmented strategy. Phil serves as the firm’s Retirement Income Specialist, contributing his expertise in the areas of advisor training, case design consultation, and software enhancements.

Connect with Sheryl O’Connor and Phil Lubinski:

Income Conductor Website:  www.incomeconductor.com

LinkedIn (Sheryl O’Connor):  https://www.linkedin.com/in/sheryl-o-connor-72170837/

LinkedIn (Phil Lubinski):  https://www.linkedin.com/in/phil-lubinski-cfp-3685aa5/

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.