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 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…