@WeAreIncomeLab

Income Lab is the only provider of software for true dynamic income planning for financial advisors. Our mission is to revolutionize retirement planning.

 Golden, Colorado
incomelab.io
Joined August 2019
  • Tweets1.3K
  • Following300
  • Followers563
1.1KMedia
This year - @jhbaltz and I created some awesome videos. We used them in classes and our @AFFP_Illinois certification. Modeling retirement and investing strategies on Excel, @NitrogenWealth & @WeAreIncomeLab - Playlists below!👇
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We've teamed up with the folks at @WeAreIncomeLab to bring you a three-part webinar series! Part one, Tax-Smart Planning in Practice, is happening Tuesday, 12/05. Register at the link below! hubs.la/Q02bd4kh0
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Replying to @WeAreIncomeLab
@WeAreIncomeLab is one of the many FinTech companies that will be joining us this year for #AdviceTechLive! They be sharing ways that advisors can talk to retirement clients and how to engage with them realistically. Save your seat (it's FREE): bit.ly/46vwvwg
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Last up for #XYPNLIVE #AdvisorTechExpo - @WeAreIncomeLab showing their new "retirement stress test" that demonstrates how retirement withdrawal strategies would have fared in various historical regimes (with advisor-specified guardrails, retirement spending smile, etc).
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So proud of @FinServOrg and the next generation of leaders in this profession. Awesome dinner last night @CarsonGroupLLC @WeAreIncomeLab @Dr_JulieFinServ @Bmoney_CG @BlackRock @__black_swan @AaronSchaben @KelseyRuwe Go checkout what we are doing finservfoundation.org – at Chicago, IL
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Come learn and earn! Webinar: CFP CE Webinar Using Economic Data to Inform Retirement Income Advice All attendees are eligible for 1 CFP CE Credit Register here - bit.ly/3ULcPOX #retirementincome #retirementplanning #fintech #financialplanning #finance #advisortech
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Last up at #XYPNLIVE #AdvisorTech Expo is @WeAreIncomeLab. Started w/ dynamic retirement distribution planning but has now built an @AssetMapLLC-style Mind Map visualization of the financial plan over time... Now includes Sankey flow diagrams of where cash is going as well...
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Income Lab retweeted
XYPN@XYPNOfficial11 Oct 2022
Introducing the winner of the #XYPNLIVE 2022 AdvisorTech Expo: Life Hub by Income Lab!⚙️ This year’s theme was all about #adviceengagement and Life Hub knocked the socks off the attendees in Denver, CO
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Replying to @XYPNOfficial @XYPlanning
@xyplanning Thank you very much for having us at the 2022 #XYPNLIVE and the opportunity to share Life Hub at the AdvisorTech Expo! We are honored and super excited to be named WINNER. @MichaelKitces @R_Alan_Moore @behaviorgap @derektharp @ThePerfectRIA @BobVeres
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This Thursday, join our webinar, "True Dynamic Retirement Planning with Tax Smart Distributions" – presented by Johnny Poulsen of @WeAreIncomeLab #ssgwebinar #ssg >> ow.ly/v41b50KLRQw
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Downward income adjustments are inconvenient, maybe even painful. But they don't mean financial ruin. —@JustinWFitz co-founder & chief innovation officer of Income Lab. | @WeAreIncomeLab thinkadvisor.com/2021/10/01/…
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"No amount of money can compensate for a lack of character, honesty and genuine empathy towards others," a father writes in a letter to his young child. Check out this father's financial and life lessons here! 👏 #oXYGenFinancial #BreatheEasier #Advice bit.ly/3dqUksG
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New Money Market Rules – How Will They Impact You? wp.me/p2v5Ey-1yd?utm_source=…
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The New Fiduciary-At-All-Times Obligation For CFP Professionals - bit.ly/2YaMeQE
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ESG is kind of a big deal: COVID-19 Will Boost Interest in ESG Investing: Nuveen at.law.com/1Tfimr?cmp=share_… via @ThinkAdvisor @GingerSzalaInk #stocks #market #ESG
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Replying to @behaviorgap
Love this sketch, all financial advisors should show this to their clients to help them visualize long-term investing.
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FPSB Affiliates comprise the leading #financialplanning organizations on 6 continents, committed to developing & enforcing world-class standards for the profession, & all offer the globally recognized #CFP certification program. Locate your Affiliate: bit.ly/2VGuEl4
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#FASuccess Ep 164: Making The Hard Transition From Financial Advisor To Business Owner Of Your Advisory Firm, With Julia Carlson bit.ly/2V38fPW
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