In this episode we sit down with Rebecca Meskin & Cara Reisman from Blackrock to discuss a paper we collaborated on; A reimagined approach to funding retirement income: Defining individual styles and solutions using the RISA® framework. During the conversation, we illustrate how the RISA framework can help individuals approaching retirement understand their retirement income style preferences, explore the way style preferences translate to certain retirement income strategies, and share the distribution of retirement income styles among the population surveyed in the RISA/BlackRock study. We also highlight the characteristics of solutions in a DC plan that were most attractive to the greatest number of respondents in the study. If you are contributing to a defined contribution plan or have a significant amount of your net worth in one, you’ll want to catch this episode. Listen now to learn more!
PLEASE NOTE: This episode will not be posted on our YouTube channel. We apologize for any inconvenience!
Registration is currently closed for the Consumer Retirement Income Challenge hosted by the team at Retirement Researcher! Join the waitlist to be notified about the next session by visiting: https://risaprofile.com/podcast
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean’s free eBook, “Is a Roth Conversion Right For You?”