Resources

Episode 97: Using Reliable Income to Manage Inflation

This week on Retire With Style, Wade and Alex are joined (yet again) by Bob French, of Retirement Researcher, to look at how you can use reliable income sources (even beyond your Social Security benefits) to deal with inflation. Using reliable income…

Episode 96: Using Investments to Manage Inflation

In today’s episode, Bob French joins Alex and Wade again to continue their conversation on managing inflation and it’s effects on your retirement income plan. This week they look at how you can use your investment portfolio to counteract the effects …

Episode 95: Understanding Inflation

Wade and Alex are joined by Bob French, of Retirement Researcher, to talk about inflation. Inflation is one of the biggest risks that retirees face, so it’s important to understand what inflation actually is, and how it works. In addition, we’ll talk…

Episode 94: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you – Part3.

Alex and Ryan continue to discuss McLean’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and to existing clients at least once a year. The ADV Part 2 serves as your user manual for working with your advisor. We use…

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

Seeing Eye to Eye

When spouses have different retirement income preferences.

Time in the market

A retirement income strategy based on sustainable withdrawals from an investment portfolio.

What If?

A retirement income strategy based on market participation and income guardrails.

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.