Ep #11: Helping American's Know What They're Retiring "To" With Katherine Roy from J.P Morgan
Key insights from J. P Morgan about the spending and savings behavior of American households.
Katherine Roy is the Chief Retirement Strategist at J.P. Morgan and has focused on the retirement income-related landscape for more than 15 years. A top speaker at major industry and firm-specific conferences, Katherine's focus is on delivering timely retirement-related insights to financial advisors to help them successfully partner with clients to meet their unique retirement needs.
In this episode, she shares insights about retiree spending behavior patterns, sequence of return risk, the impact of healthcare costs on retirement income and spending, and the role of guaranteed income for plan participants and retirees. You'll also learn how plan sponsors and advisors can redesign the participant experience to incorporate retirement income tiers that meet the evolving needs of participants who choose to stay in-plan, post-retirement.
