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Lifetime Income w/ Bonnie Treichel: Frameworks, Collaboration, and Fiduciary Leadership | Tao of Chao 25
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How can advisors and plan sponsors tackle the complexities of lifetime income and retirement sufficiency? In this episode of the Tao of Chao, Philip sits down with Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, to explore the critical role of frameworks, behavioral finance, and procedural prudence in addressing retirement challenges.
They discuss the importance of asking the right questions, the evolving landscape of QDIA solutions, and how collaboration across the industry can drive better outcomes for plan participants. Whether you're an advisor, plan sponsor, or financial professional, this episode offers actionable insights to improve your approach to retirement planning.
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Philip Chao
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DISCLOSURE: Views expressed in the Tao of Chao podcasts are individual opinions and they do not represent the employers of each guest or the firm with which each guest is associated. Our podcasts are for educational and informational purposes only and should not be deemed or viewed as investment advice or recommendations. Please consult your personal financial advisor, investment expert, or investment fiduciary before taking any actions about your plan and investments.
Chapters
1. Cold Open (00:00:00)
2. Introducing Bonnie Treichel of Endeavour Retirement (00:00:33)
3. Lifetime Income (00:02:42)
4. Default investing and non-savers (00:05:23)
5. Purpose of employer sponsored retirement plans (00:08:16)
6. Business impacts of retirement plans (00:09:41)
7. Talking to plan sponsors about goals (00:11:51)
8. What does success look like? (00:15:07)
9. Frameworks vs Products (00:18:27)
10. Changing Conversations Around Lifetime Income (00:22:03)
11. Balancing Advisor Business Realities and Client Needs (00:24:08)
12. Fiduciary Responsibility and Lifetime Income (00:25:30)
13. Navigating QDIA and Annuities (00:28:51)
14. Defining QDIA (00:30:52)
15. Behavioral example of default selections (00:33:28)
16. Potential new guidance on QDIA (00:35:00)
17. Advisor plan comparison tools (00:37:49)
18. Asking better questions (00:41:15)
19. Navigating "wild west" of lifetime-income plans (00:44:05)
20. Industry-wide (00:48:06)
21. Wrapping Up (00:51:13)
22. Legal Disclaimer (00:52:12)
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