Resources

Episode 50: Navigating the Retirement Income Dashboard

On this week’s episode, Alex and Wade walk through the Retirement Income Dashboard, which is something Wade created for Retirement Researcher in 2015. It provides benchmarks and a starting point for retirement income options as based on the current m…

Episode 49: 2023 Markets in Review

In this episode, we talk with special guest, Bob French, about what happened in the financial markets in 2022 – and some of the things that you should be thinking about going forward. Among other things, we also discuss what inflation may look like i…

Episode 48: How contractual income solutions fit in a fee-only world?

In this episode, we talk to David Lau, a RISA® Advisory Board member. David is the Founder and CEO of DPL Financial Partners. DPL helps advisors and their clients find contractual income solutions on a fee-only basis. Join us as we discuss with David…

Episode 47: The Technology That Takes Care of Advisors So They Can Take Care Of You

In this episode, Wade and Alex welcome Ryan Beach. Ryan is President of Orion Wealth Management and helps lead their overall efforts. Orion is the leading wealth management software for advisors. They discuss how consumers who engage with an advisor …

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.