We kick off our “RISA® in Action” arc with our very own advisors, Jason Rizkallah, CFP®, RICP® and Stephen Pomanti, MS, MSFS, CFP®, ChFC®, CLU®. Coming fresh off our Retirement Income Challenge for Consumers where our participants completed over 300 RISAs, we discuss how the RISA® leads our efforts to identifying how individual preferences inform the financial planning and subsequent implementation of personal retirement income strategies.

Links

Click here to watch this episode on YouTube: https://youtu.be/VrbBzBZqvao?si=0PQT-WyDNTxZFrmn

If you are an individual consumer and want to learn more about the RISA® click here to be directed to our sister firm McLean Asset Management and ask about the RISA®: https://www.mcleanam.com/start/

If you are an advisor and want to see how the RISA® can fit into your advisory firm, click here to sign up for our upcoming Retirement Income Masterclass in August: https://risaprofile.com/advisors

If you want to learn more about the RISA® in general go to https://risaprofile.com/

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?”