51. What Happens When You Work With Me? My 4-Step Process
Like what you heard in this episode? 🗓️ Schedule a Retirement Income Q&A call with Dr. Amanda: calendly.com/rsf-dramanda/initial-consultation
🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool
✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog
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51. What Happens When You Work With Me? My 4-Step Process
What does a retirement income planner actually do—and what should you expect when working with one?
In this lesson of Retirement Income School, Dr. Amanda takes you behind the scenes of her retirement income planning process. You’ll see how she evaluates a client’s complete financial picture, identifies income gaps and risks, compares potential strategies, and helps clients make informed decisions.
Dr. Amanda also explains the tools she uses—including Asset Map, Annuity Genius, and Roth conversion modeling software—and discusses implementation, ongoing support, annual reviews, and how she is compensated.
If you’ve spent decades building your savings but aren’t sure how to turn those assets into reliable retirement income, this episode will help you understand what a retirement income planning relationship can look like.
Timestamps:
00:00 What Does a Retirement Income Planner Do?
00:49 Why Dr. Amanda Works With Retirees
02:36 Retirement Planning Is More Than Investing
03:02 Accumulation vs. Retirement Distribution
04:38 Common Retirement Income Concerns
06:43 The Four-Step Planning Process
07:22 Step 1: Retirement Income Q&A Call
09:05 Step 2: Discover and Analyze
09:25 Building Your Financial Asset Map
11:21 Step 3: Modeling Solutions and Recommendations
12:04 Comparing Annuity Income Strategies
13:42 Modeling Roth Conversions and IRMAA
14:21 Step 4: Review and Make Decisions
15:13 Implementation and Ongoing Support
16:13 How Dr. Amanda Is Compensated
16:58 Client Experiences and Reviews
18:39 Planning Process Recap
19:06 How to Book a Q&A Call
📅 Want to Find Out More?:
Schedule a Q&A Call with Dr. Amanda
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www.RetirementIncome.School
📽️ Watch Retirement Income School™ Content on YouTube:
www.youtube.com/@RetirementIncomeSchool
💰 Watch The Guaranteed Income Blueprint™:
www.retirementsolutionsfinancial.com/guaranteed-income-blueprint
📬 Contact Dr. Amanda:
Email: [email protected]
LinkedIn: @RetirementIncomeSchool
About Dr. Amanda
Amanda Barrientez | PhD, RICP®, RSSA®, NPN #19460436
IBC Practitioner®, Ed Slott's IRA Advisor Group Member®
Court of the Table Member MDRT®
Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone.
She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and Social Security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence.
⚠️ DISCLAIMER
The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.