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

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

FromRetire With Style


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

FromRetire With Style

ratings:
Length:
48 minutes
Released:
Dec 27, 2022
Format:
Podcast episode

Description

For this holiday week, Wade and Alex will recap Episode 9 of Retire With Style. The research discussed in this episode has now been published by The Alliance for Lifetime Income. Find links to this article in the show notes below.
 
Wade and Alex examine the RISA® Profile against a popular retirement income strategy selection tool; the Risk Tolerance Questionnaire.
Which one better accounts for:
The new risks in retirement
The different retirement income strategies
The more aligned starting point for retirement

Find out as we review the results from our latest research.
Links
Risk Tolerance Questionnaires And Retirement Income Concerns: https://www.protectedincome.org/research/risk-tolerance-questionnaires-and-retirement-income-concerns/
Retirement Income Master Class for Advisors Registration Page: https://risaprofile.com/masterclass
 
This episode is sponsored by Retirement Researcher https://retirementresearcher.com
 
Released:
Dec 27, 2022
Format:
Podcast episode

Titles in the series (97)

The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement planning.