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 that impact how you implement your financial plan.

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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.

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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 more competing RISA® beliefs.

Furthermore, they go into the percentages of how much the general and specific population groups identify with these retirement income strategies. What strategy do you identify with?

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

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 you have made a mental transition from an accumulation to a distribution-based outlook in retirement. Either way is fine but they each have different implications.

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

Wade and Alex show you how combining your two primary RISA® factors leads to the development of your RISA® profile. They are Probability-Based and Safety-First and Optionality and Commitment Orientation.

In addition, they start to discuss your RISA® profile leads to one of the various retirement income strategies: Total-Return, Income Protection, Time Segmentation, and Risk Wrap.

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

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.

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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.

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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?

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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 assets. Are you addressing those risks properly?

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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 solution. Have you thought about how your retirement personality leads you to a strategy?

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