In this episode, Wade and Alex discuss how retirement income self-efficacy and perceived advisor usefulness can be used to identify the four main implementation personas. They are Delegators, Collaborators, Self-Directed, and Validators personas.

In addition, we review the potential strengths and weaknesses to each approach to help you identify how you can best implement your retirement income strategy.

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This episode sponsored by McLean Asset Management https://www.mcleanam.com/