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

    170 ratings


    More shows like Retire With Style

    View all
    Sound Retirement Radio by Jason Parker

    Sound Retirement Radio

    450 Listeners

    Your Money, Your Wealth by Your Money, Your Wealth

    Your Money, Your Wealth

    816 Listeners

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

    Retirement Answer Man

    1,312 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    543 Listeners

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

    The Retirement and IRA Show

    752 Listeners

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

    Big Picture Retirement®

    557 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    694 Listeners

    Bogleheads On Investing Podcast by bogleheads

    Bogleheads On Investing Podcast

    616 Listeners

    The Long View by Morningstar

    The Long View

    934 Listeners

    Sound Investing by Paul Merriman

    Sound Investing

    348 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    828 Listeners

    The Rob Berger Show by Rob Berger

    The Rob Berger Show

    200 Listeners

    Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

    Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

    597 Listeners

    Retirement Planning Education, with Andy Panko by Andy Panko

    Retirement Planning Education, with Andy Panko

    1,062 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

    139 Listeners