Successful investing isn’t about picking the “best” stocks and timing purchases and sales of same. Instead, it’s all about you and what’s important to you. You’re the focus. Investment vehicles are secondary.

Bob Klein wrote the forward to Lane Martinsen’s highly informative book about the importance of having a holistic retirement income plan to help you figure out how to convert your investment assets into streams of tax-efficient income.


The most recent 180 Retirement Income Visions™ blog posts and our archive of MarketWatch articles are now available on Retirement Income Center’s podcast channel.

You can find us on iTunes and Android.


In the video below, Retirement Income Center founder Robert Klein discusses our unique approach to planning, managing, and protecting your retirement income.

Below is the video from the Retirement Income Planning Panel of the American College’s 2015 Knowledge Summit held at Hilton Hawaiian Village in Honolulu, Hawaii on October 22, 2015 on which Bob Klein was a speaker and the sole practitioner.

Below are nine videos from the series of studio recording sessions that Bob Klein did with David Littell, director of the Retirement Income Certified Professional® (RICP®) program at The American College in Bryn Mawr, Pennsylvania on January 8, 2014.



Bob Klein has been a guest on various radio talk shows discussing his retirement income planning process and other relevant topics.

Living Your Life with Phyllis Sax Pilvinis (KKNT-960 AM – Phoenix)
During this one-hour interview, Bob discussed the retirement income planning process that he uses with his clients and strategies that he recommends to create predictable retirement income. He also talked about why Social Security is one of the best longevity planning tools that most of us have at our disposal. Finally, Bob discussed three of his MarketWatch articles:
The Financial Quarterback with Josh Jalinski (WOR 710 – New York City)
The focus of this half-hour interview was Bob’s September 9, 2014 MarketWatch article, Why an Air-Tight Will Can’t Protect Beneficiaries. Bob also discussed the difference between financial planning and retirement income planning and his retirement income planning process.
Bruce Alan (WTOP 103.5 – Washington, D.C.)
Bob discussed the use of deferred income annuities, including the different types, in a retirement income plan with WTOP’s long-time anchor Bruce Alan.

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