Retire With Style

Recap: The RISA® and Risk Tolerance Questionnaires: Different Tools for Different Functions


Listen Later

For this holiday week, Wade and Alex will recap Episode 9 of Retire With Style. The research discussed in this episode has now been published by The Alliance for Lifetime Income. Find links to this article in the show notes below.

 

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 starting point for retirement
  • Find out as we review the results from our latest research.

    Links

    Risk Tolerance Questionnaires And Retirement Income Concerns: https://www.protectedincome.org/research/risk-tolerance-questionnaires-and-retirement-income-concerns/

    Retirement Income Master Class for Advisors Registration Page: https://risaprofile.com/masterclass

     

    This episode is sponsored by Retirement Researcher https://retirementresearcher.com

     

    ...more
    View all episodesView all episodes
    Download on the App Store

    Retire With StyleBy Wade Pfau & Alex Murguia

    • 3.9
    • 3.9
    • 3.9
    • 3.9
    • 3.9

    3.9

    167 ratings


    More shows like Retire With Style

    View all
    Sound Retirement Radio by Jason Parker

    Sound Retirement Radio

    441 Listeners

    Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

    Retirement Answer Man

    1,310 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    535 Listeners

    The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

    The Retirement and IRA Show

    744 Listeners

    Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

    Big Picture Retirement®

    547 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    673 Listeners

    The Boldin Your Money Podcast by Steve Chen

    The Boldin Your Money Podcast

    193 Listeners

    Retire With Purpose - The Retirement Podcast by Casey Weade

    Retire With Purpose - The Retirement Podcast

    582 Listeners

    Bogleheads On Investing Podcast by bogleheads

    Bogleheads On Investing Podcast

    627 Listeners

    The Long View by Morningstar

    The Long View

    923 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    815 Listeners

    The Rob Berger Show by Rob Berger

    The Rob Berger Show

    199 Listeners

    Retirement Planning Education, with Andy Panko by Andy Panko

    Retirement Planning Education, with Andy Panko

    950 Listeners

    The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

    The Great Retirement Debate with Ed Slott & Jeffrey Levine

    144 Listeners

    Retirement Answers by Jacob Duke, CFP®

    Retirement Answers

    106 Listeners