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

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Manage episode 383788586 series 3330615
Innhold levert av Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In today's episode, we discuss how married couples frequently do not have the same retirement income style and how the RISA® Framework is used to identify solutions so that both individuals can feel confident with a retirement plan that satisfies both retirement styles. Currently, simply “splitting the difference” on an investment portfolio allocation based on risk tolerances is far short of the mark and we discuss how the RISA® addresses these shortcomings and points to a better way. Listen Now to learn more!

Links

Discover your Retirement Income Personality by signing up to take the RISA® here: https://risaprofile.com/style/

This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips

  continue reading

150 episoder

Artwork
iconDel
 
Manage episode 383788586 series 3330615
Innhold levert av Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In today's episode, we discuss how married couples frequently do not have the same retirement income style and how the RISA® Framework is used to identify solutions so that both individuals can feel confident with a retirement plan that satisfies both retirement styles. Currently, simply “splitting the difference” on an investment portfolio allocation based on risk tolerances is far short of the mark and we discuss how the RISA® addresses these shortcomings and points to a better way. Listen Now to learn more!

Links

Discover your Retirement Income Personality by signing up to take the RISA® here: https://risaprofile.com/style/

This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips

  continue reading

150 episoder

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