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Take the RISA®
Category: RISA® General
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Episode 103: Using RISA® Framework to find the right retirement plan strategy between spouses
rws
November 14, 2023
In today's episode, we discuss how married couples frequently do not have the same retirement income style and how the ...
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Episode 98: RISA® Styles and Inflation Management
rws
October 3, 2023
This week we finish our inflation quadrilogy with Bob French of Retirement Researcher. In previous episodes, we have talked about ...
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Recap: The RISA® and Risk Tolerance Questionnaires: Different Tools for Different Functions
rws
December 27, 2022
For this holiday week, Wade and Alex will recap Episode 9 of Retire With Style. The research discussed in this ...
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Episode 29: What are the Four Approaches to Managing Sequence Risk?
rws
August 30, 2022
In order to set up an investment-driven spending strategy in retirement, you need to understand the timing of your potential ...
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Episode 9: Is there a role for Risk Tolerance Questionnaires within the RISA® Framework?
rws
April 12, 2022
Wade and Alex examine the RISA® Profile against a popular retirement income strategy selection tool; the Risk Tolerance Questionnaire. Which ...
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Episode 8: Making Sense of the Different Retirement Income Strategies Within the RISA® Framework
rws
April 5, 2022
In this episode, we go into detail the different retirement strategies within the RISA® Matrix. Two strategies reflect complementary RISA® ...
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Episode 6: Secondary Retirement Income Styles, Part 2
rws
March 29, 2022
This is the second part of our discussion on secondary RISA® factors (no pun intended ????). In this episode we ...
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Episode 7: Smile, It’s the RISA® Framework – Blending Your Retirement Income Personality with Strategies that Resonate
rws
March 22, 2022
This is the second part of our discussion on secondary RISA® factors (no pun intended). In this episode we discuss ...
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Episode 5: Secondary Retirement Income Styles, Part 1
rws
March 15, 2022
We discuss two secondary RISA® factors that help tell your retirement story. We go into detail about two types of ...
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Episode 4: The Building Blocks of Your Retirement Income Personality – Optionality vs Commitment Orientation
rws
March 8, 2022
In this episode, we continue our discussion on the main retirement income personality traits. We go into detail on our ...
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