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Retire With Style

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.

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Episodes

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

Monday Feb 21, 2022

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

Monday Feb 21, 2022

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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Episode 2: Why Investing for Retirement is Different

Tuesday Feb 22, 2022

Episode 2: Why Investing for Retirement is Different

Tuesday Feb 22, 2022

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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Episode 3: The Building Blocks of Your Retirement Income Personality - Probability vs Safety First

Tuesday Mar 01, 2022

Episode 3: The Building Blocks of Your Retirement Income Personality - Probability vs Safety First

Tuesday Mar 01, 2022

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

Tuesday Mar 08, 2022

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

Tuesday Mar 08, 2022

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

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Episode 5: Secondary Retirement Income Styles, Part 1

Tuesday Mar 15, 2022

Episode 5: Secondary Retirement Income Styles, Part 1

Tuesday Mar 15, 2022

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

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

Tuesday Mar 22, 2022

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

Tuesday Mar 22, 2022

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

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Episode 6: Secondary Retirement Income Styles, Part 2

Tuesday Mar 29, 2022

Episode 6: Secondary Retirement Income Styles, Part 2

Tuesday Mar 29, 2022

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

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

Tuesday Apr 05, 2022

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

Tuesday Apr 05, 2022

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

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

Tuesday Apr 12, 2022

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

Tuesday Apr 12, 2022

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. If you're an advisor, join our April Advisor Challenge! https://risaprofile.com/style/ 

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

Tuesday Apr 19, 2022

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

Tuesday Apr 19, 2022

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. If you're an advisor, join our April Advisor Challenge! https://risaprofile.com/style/ 

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