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 Stitcher, Apple Podcasts, PlayerFM, and Podchaser.


Our YouTube channel is home to a number of informative videos that explore key retirement income planning concepts.


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.

23 Corporate Plaza Drive, Suite 150
Newport Beach, CA 92660-7908

Phone: (949) 251-0910


Advisory services offered through Retirement Income Center, a Registered Investment Advisor

©2021 Robert Klein and Retirement Income Center. All rights reserved.