For this week’s RISA® in Action episode, Wade and Alex welcome Doug Oosterhart, CFP®, from LifePoint Planning. Doug was truly an early adopter of the RISA®, asking his clients to take the assessment through the link in Wade’s book and then provide him with the results. We learn more about Doug’s background, financial planning approach, and experience with the RISA. Listen now to learn more!

Links:

Click here to watch this episode on YouTube: https://youtu.be/wFRp2lpuptg?si=K_vtoQ_RUKz5WDcE

https://www.lifepointplanning.com/ 

Join our Retirement Income Masterclass to learn about the RISA® and how to use it and market it within your practice. Sign up here: www.risaprofile.com/advisors

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”