Episode 103: Using RISA® Framework to find the right retirement plan strategy between spouses

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 individuals can feel confident with a retirement plan that satisfies both retirement styles. Currently, simply “splitting the difference” on an investment portfolio allocation based on risk tolerances is far short of the mark and we discuss how the RISA® addresses these shortcomings and points to a better way. Listen Now to learn more!

 

Links 

Click here to watch this episode on YouTube: https://youtu.be/g8JRKNbNnAs?feature=shared

Discover your Retirement Income Personality by signing up to take the RISA® here:
https://risaprofile.com/vand/style/

 

This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips

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