Episode 13: How to Start Your Retirement Income Plan With Our Financial Implementation Matrix

In this episode, Wade and Alex discuss how retirement income self-efficacy and perceived advisor usefulness can be used to identify the four main implementation personas. They are Delegators, Collaborators, Self-Directed, and Validators personas.

In addition, we review the potential strengths and weaknesses to each approach to help you identify how you can best implement your retirement income strategy.

This episode sponsored by McLean Asset Management https://www.mcleanam.com/