Retire With Style Podcast

The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement planning.

Episode 10: Behavior Finance and Psychology – Setting the Stage for Your Retirement Income Plan

It seemed to us that Behavioral Finance and general psychological concepts are studied independently of each other when it comes to financial planning. In this episode, we lay the groundwork for key behavioral finance and psychological constructs that th...

Episode 9: Is there a role for Risk Tolerance Questionnaires within the RISA® Framework?

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 ...

Episode 8: Making Sense of the Different Retirement Income Strategies Within the RISA® Framework

In this episode, we go into detail the different retirement strategies within the RISA® Matrix. Two strategies reflect complementary RISA® profile beliefs and two other strategies were developed to reflect more behavioral accommodations to balanced out m...

Episode 6: Secondary Retirement Income Styles, Part 2

This is the second part of our discussion on secondary RISA® factors (no pun intended ????). In this episode we discuss how your views towards developing a stable floor of income floor may lead you two consider two distinct strategies. In addition, we ask i...

Episode 7: Smile, It’s the RISA® Framework – Blending Your Retirement Income Personality with Strategies that Resonate

This is the second part of our discussion on secondary RISA® factors (no pun intended). In this episode we discuss how your views towards developing a stable floor of income floor may lead you two consider two distinct strategies. In addition, we ask if ...

Episode 5: Secondary Retirement Income Styles, Part 1

We discuss two secondary RISA® factors that help tell your retirement story. We go into detail about two types of liquidity preferences and how the way you choose to receive your retirement income (i.e., faster or slower) supports your planning approach.

Episode 4: The Building Blocks of Your Retirement Income Personality – Optionality vs Commitment Orientation

In this episode, we continue our discussion on the main retirement income personality traits. We go into detail on our other primary RISA® factor, Optionality vs Commitment Orientation.

Episode 3: The Building Block of Your Retirement Income Personality – Probability vs Safety First

Wade and Alex roll their sleeves up and go deep into one of the major retirement income personality traits. Are you a safety-first or probability-based retiree?

Episode 2: Why Investing for Retirement is Different

In this episode, we discuss how investing during your working years is substantially different from investing during retirement. You are faced with new retirement risks and now need to account for them as you ready your retirement paycheck from your asse...

Episode 1: You Have a Retirement Income Personality, Really.

Wade and Alex discuss the theme of the Retire With Style podcast and why it’s the perfect blend of psychology and retirement planning. They further discuss what it means to have a retirement income personality and how that leads to a retirement income so...