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in this episode
Join Jonathan Krueger as he interviews Jim Sandidge, principal of The Sandidge Group, LLC.
IN THIS EPISODE:
On today’s show we will be talking to Jim Sandidge, a principal of The Sandidge Group, LLC. Jim is a published author and thought leader in the industry.
During this episode you’ll hear:
- What inspired Jim to write the abstract, “Adaptive Distribution Theory.”
- Jim’s journey of writing the abstract.
- Present challenges retirees face today and what issues may concern them.
- Investor Psychology: What’s the worst that can happen?
- The 4M’s that retirees want in light of the Adaptive Distribution:
a. Maximize current cash flow
b. Maintain their standard of living
c. Minimize cash-flow risk
d. Minimize principal erosion
- How managing the accumulation of wealth is far different from the management of the distribution of wealth.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
After graduating from Western Kentucky University with Honors in History, Jim Sandidge obtained his Law Degree and Master’s Degree in Business from the University of Denver. He is the principal of The Sandidge Group LLC and during his twenty-five years in the financial services industry has served in Sales, Sales Management and Product roles for multiple asset-management companies. He is the author of the book Risk, Psychology and Retirement Income: Why Conventional Wisdom Is Wrong about Wealth Distribution and What the Research Really Shows. His paper, Adaptive Distribution Theory, published in the December 2016 issue of The Journal of Investment Consulting, earned him the Edward D. Baker III Journal Research Award which honors the author of an original article that represents the best writing for the previous year germane to the investment management consulting and/or private wealth management professions and published in The Journal of Investment Consulting. He has been a frequent speaker at industry conferences and investor events.