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

Implementation Styles, Podcast
RISAprofile
10 May, 2022

Listen on your favourite platform:

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.

Links

Click here to watch this episode on YouTube: https://youtu.be/lTUAoEqs_3E?feature=shared

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

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

Recent Episodes

Episode 123: The Importance of Long-Term Care Planning with Neal Gordon

RISA 23 April 2024

In this conversation, Alex, Wade, and Neal discuss the importance of long-term care planning in retirement. They highlight the emotional aspect of planning for long-term care and the challenges of

Episode 122: Thinking Like A (Financial) Economist

RISA 16 April 2024

In this conversation, Bob French interviews his father, Ken French, a professor of finance, about key concepts in economics and investing. They discuss the concept of marginal cost and marginal

Episode 121: The Importance of Adult Daycare Centers with Jackie Smiertka

RISA 9 April 2024

Jackie Smiertka, the owner of Quality of Life Adult Daycare Health Care Center, shares her journey of opening an adult daycare center and the importance of providing purpose and meaning