Episode 9: Is there a role for Risk Tolerance Questionnaires within the RISA® Framework?

Wade and Alex examine the RISA® Profile against a popular retirement income strategy selection tool; the Risk Tolerance Questionnaire.

Which one better accounts for:

  • The new risks in retirement
  • The different retirement income strategies
  • The more aligned starting point for retirement

Find out as we review the results from our latest research.

Links

Click here to watch this episode on YouTube: https://youtu.be/om4RR_0YCM0?feature=shared

If you’re an advisor, join our April Advisor Challenge! https://risaprofile.com/style/

To learn more, click here to join our Retirement Researcher mailing list.

Recent Episodes

Episode 152: Navigating Holiday Money Talks

In this episode, hosts Wade Pfau and Alex Murguia engage with Dan Veto to discuss the complexities of money conversations that arise during the holiday season. They explore the concept