Resources

Episode 20: Talking with a Financial Advisor About Market Downturns and Retirement, Pt 2

This week, Alex and Bob continue their conversation with Brian Bass, CFP, RICP, one of the advisors from McLean Asset Management, on how he is talking to his clients about what’s going on in the markets – and how it’s affecting their retirement plans. 
J…

Episode 19: Talking with a Financial Advisor About Market Downturns and Retirement Plans, Pt 1

This week, Alex and Bob talk to Brian Bass, CFP, RICP, one of the advisors from McLean Asset Management, on how he is talking to his clients about what’s going on in the markets – and how it’s affecting their retirement plans. We also discuss how your re…

Episode 18: Spending Trends in Retirement

Wade and Alex invite Michael Finke for an encore episode where they discuss the research surrounding spending trends in retirement. As you start thinking about how you will spend down your assets, you’ll want to know what you should expect.
This episode …

Episode 17: Should Protected Income Be Part of Your Retirement Income Plan?

In this episode, we discuss with Michael Finke, his research with Wade about the potential benefits to having protected income in your retirement plan. We discuss why advisors and individuals need to understand this individual preference before they can …

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.