Tuesday Mar 22, 2022

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

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/

Comments (2)

Stephen Valder

4 years ago

Great summary. It would be interesting to take major threats to retirement finances (inflation, sequence of returns, elder abuse, loss of financial fluency over time, ...) and talk they the quadrant how each style is more or less at risk.