Recap: The RISA® and Risk Tolerance Questionnaires: Different Tools for Different Functions

For this holiday week, Wade and Alex will recap Episode 9 of Retire With Style. The research discussed in this episode has now been published by The Alliance for Lifetime Income. Find links to this article in the show notes below.

 

Wade and Alex examine the RISA® Profile against a popular retirement income strategy selection tool; the Risk Tolerance Questionnaire.

Which one better accounts for:

  • The new risks in retirement
  • The different retirement income strategies
  • The more aligned starting point for retirement

Find out as we review the results from our latest research.

Links

Risk Tolerance Questionnaires And Retirement Income Concerns: https://www.protectedincome.org/research/risk-tolerance-questionnaires-and-retirement-income-concerns/

Retirement Income Master Class for Advisors Registration Page: https://risaprofile.com/masterclass

 

This episode is sponsored by Retirement Researcher https://retirementresearcher.com

Recent Episodes

Episode 152: Navigating Holiday Money Talks

In this episode, hosts Wade Pfau and Alex Murguia engage with Dan Veto to discuss the complexities of money conversations that arise during the holiday season. They explore the concept