Big Picture In Practice

Planning First: Redefining Retirement Income with Schwab’s Inga Rachwald and Rob Williams

Episode Summary

Schwab’s Rob Williams and Inga Rachwald join Ben and Julie to unpack why retirement income is first and foremost a planning challenge—one that demands balancing emotional biases, clear goals, and smart investment choices. Together, they explore how advisors can reframe conversations around income, broaden clients’ understanding of risk, and apply practical strategies that connect portfolios to real-life outcomes.