D
avid Macchia is an entrepreneur, author, thought leader, public speaker and marketing content expert focused on developing communications and technology solutions for retirement income distribution planning. He has dedicated his efforts to improving the retirement security outcomes of America’s “Boomer” women. To make this an attainable objective,David created Women And Income,™ the first retirement income solution developed expressly for female investors who are approaching retirement or recently retired.
David founded Wealth2k, Inc. to provide innovative, advisor-delivered solutions for retirement income planning. He led the team that developed The Income for Life Model®. The Model has enabled financial advisors to capture investment assets totaling $70 billion. Most importantly, its users have improved the financial security of many thousands of retirees.
David writes frequently on the subject of retirement income planning for both the consumer and financial advisor audiences. He is the author of the consumer finance book, Lucky Retiree: How to Create and Keep Your Retirement Income with The Income for Life Model. He also writes a monthly column for RetirementInvestor.io,, and is a frequent contributor to both Advisor Perspectives and Financial Advisor Magazine. David wrote a regular monthly column for Research Magazine, as well as the Bank Insurance and Securities Association’s Portfolio Magazine. He has also written for Financial Planning, Investment Advisor, InvestmentNews, Advisor Today, Retirement Income Journal and Life/health Advisor. David has been quoted in the WSJ and numerous other news outlets.
A gifted public speaker, David has delivered dozens of Keynote addresses for organizations including the Bank Insurance & Securities Association, Financial Planning Association, Pershing Customer Conference, Structured Products Association, Retirement Income Industry Association, National Association of Fixed Annuities and LIMRA.He has also showcased product and program introductions at broker-dealer, insurer, bank and asset manager conferences.
David holds the Retirement Management Analyst (RMA) and Blockchain (CBBF) professional designations. He was a founding member of the non-profit Retirement Income Industry Association, and served on its Board of Directors for eight years (2006-2013). From 2008-2016, David was a Board member of the March of Dimes, Massachusetts chapter. David earned an MBA, with Honors, from Boston University Questrom School of Business.
David can be reached at Wealth2K Inc., 75 Arlington Street, Suite 500, Boston, MA 02116. Telephone:(800) 200-9404, ext. 201. E-mail: dmacchia@wealth2k.com
Get David’s Publications
“Timing Risk: An Overview For Consumers”
“Lucky Retiree”
