Episode 41: Can Your Retirement Experience Count On Stocks For The Long Term?

In this special episode, Wade and Alex introduce and welcome Michael Finke, Ph.D. to our RISA® Professional Advisory Board. We also speak with him on his recent article, Forget What You Know about Stock Returns   (https://www.advisorperspectives.com/articles/2022/08/22/forget-what-you-know-about-stock-returns), where we discuss the frequency (or lack thereof) in which retirees can be expect stocks to outperform bonds. We also provide alternate ways investors can capture other premiums for retirement income. Listen to this episode to learn more!

 

To sign up for the Retirement Income Masterclass where we discuss how you can use the RISA® for your practice; Sign up here: https://risaprofile.pages.ontraport.net/2-Day-Masterclass (This Masterclass is intended for Financial Professionals)

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?”