Resources
Episode 106: A reimagined approach to finding retirement income.
In this episode we sit down with Rebecca Meskin & Cara Reisman from Blackrock to discuss a paper we collaborated on; A reimagined approach to funding retirement income: Defining individual styles and solutions using the RISA® framework. During th…
Episode 105: Managing Taxes in Retirement using the Effective Marginal Tax Rate
Tax planning is the topic du jour for this week, as Wade and Alex discuss a recent article from Advisor Perspectives that Wade wrote with Joe Elsasser from Covisum. Wade describes the effective marginal tax rate approach for managing Roth conversions…
Episode 104: Year End Planning Considerations
Wade and Alex discuss with Rob Cordeau, CFP®, RICP®, CHFC®, the most frequently dealt with year-end planning topics that he discusses with clients. As we near the end of year, there are various deadlines that should be addressed to help maximize your…
Episode 103: Using RISA® Framework to find the right retirement plan strategy between spouses
In today’s episode, we discuss how married couples frequently do not have the same retirement income style and how the RISA® Framework is used to identify solutions so that both individuals can feel confident with a retirement plan that satisfies bot…
White Papers
How the Retirement Income Style Awareness Informs Retirement Income Recommendations
But our Retirement Income Style Awareness (RISA®) tool identifies retirement income solutions based entirely on your unique profile.
How to Select a Retirement Income Strategy that is Right For You
But our Retirement Income Style Awareness (RISA®) tool identifies retirement income solutions based entirely on your unique profile.
How to Determine Your Retirement Income Implementation Option
Once you know your strategy, you need to know how best to implement it.
How to Identify Your Retirement Income Beliefs
The old way never addressed how to manage your portfolio in retirement. Investing in retirement is different.
How Psychological Factors Impact your Retirement Income Behaviors & Outlook
And How They Impact Investment Behavior and Retirement Outcomes
Case Studies
Time in the market
A retirement income strategy based on sustainable withdrawals from an investment portfolio.
A Bird in the Hand
A protected retirement income strategy that is untethered to stock market volatility.
Rainy Day
A retirement income strategy based on matching short term expenses while capturing potential market growth over the longer term.
Research Papers
Retirement Income Beliefs and Financial Advice Seeking Behaviors
This investigation identifies and validates a series of salient behavioral finance and psychological constructs that influence retirement income planning.
A Model Approach to Selecting a Personalized Retirement Income Strategy
This study identifies and validates a set of scorable retirement income factors to define preferences for an overall retirement income style.