Category: RISA® General

Episode 103: Using RISA® Framework to find the right retirement plan strategy between spouses

In today's episode, we discuss how married couples frequently do not have the same retirement income style and how the ...

Episode 98: RISA® Styles and Inflation Management

This week we finish our inflation quadrilogy with Bob French of Retirement Researcher. In previous episodes, we have talked about ...

Recap: The RISA® and Risk Tolerance Questionnaires: Different Tools for Different Functions

For this holiday week, Wade and Alex will recap Episode 9 of Retire With Style. The research discussed in this ...

Episode 29: What are the Four Approaches to Managing Sequence Risk?

In order to set up an investment-driven spending strategy in retirement, you need to understand the timing of your potential ...

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

Wade and Alex examine the RISA® Profile against a popular retirement income strategy selection tool; the Risk Tolerance Questionnaire. Which ...

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

In this episode, we go into detail the different retirement strategies within the RISA® Matrix. Two strategies reflect complementary RISA® ...

Episode 6: Secondary Retirement Income Styles, Part 2

This is the second part of our discussion on secondary RISA® factors (no pun intended ????). In this episode we ...

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 ...

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 ...

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 ...

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