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

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 …
Episode 5: Secondary Retirement Income Styles, Part 1

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

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.
Episode 3: The Building Block of Your Retirement Income Personality – Probability vs Safety First

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?
Episode 2: Why Investing for Retirement is Different

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

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 so…