RISA® General

In today’s episode, we discuss how married couples frequently do not have the same retirement income style and how the RISA® Framework is used to identify solutions so that both

This week we finish our inflation quadrilogy with Bob French of Retirement Researcher. In previous episodes, we have talked about the different tools at our disposal to deal with inflation,

For this holiday week, Wade and Alex will recap Episode 9 of Retire With Style. The research discussed in this episode has now been published by The Alliance for Lifetime

In order to set up an investment-driven spending strategy in retirement, you need to understand the timing of your potential market returns. In this episode, Wade and Alex discuss four

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

In this episode, we go into detail the different retirement strategies within the RISA® Matrix. Two strategies reflect complementary RISA® profile beliefs and two other strategies were developed to reflect

This is the second part of our discussion on secondary RISA® factors (no pun intended ????). In this episode we discuss how your views towards developing a stable floor of

This is the second part of our discussion on secondary RISA® factors (no pun intended). In this episode we discuss how your views towards developing a stable floor of income

We discuss two secondary RISA® factors that help tell your retirement story. We go into detail about two types of liquidity preferences and how the way you choose to receive

In this episode, we continue our discussion on the main retirement income personality traits. We go into detail on our other primary RISA® factor, Optionality vs Commitment Orientation.