47 min listen
Episode 89: RISA® in Action: Doing right by the client with Andrew Lippert
Episode 89: RISA® in Action: Doing right by the client with Andrew Lippert
ratings:
Length:
43 minutes
Released:
Aug 11, 2023
Format:
Podcast episode
Description
Alex and Wade discuss with Andrew Lippert from Simplified Wealth how the RISA® enables his ability to view a client’s situation agnostically and start the recommendation process with how the client wants to source retirement income. Andrew also discusses his time working with Fidelity and how that led him to start his own form that embodies his values for working with clients. We also discuss the RISA® in the client engagement process and how it is useful to open up discussions with spouses that may have been previously muted. Listen now to learn more!
Links
Learn more about Simplified Wealth here: https://simplifiedwealth.us/
Join our Retirement Income Masterclass to learn about the RISA® and how to use it and market it within your practice. Sign up here: www.risaprofile.com/advisors
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
Links
Learn more about Simplified Wealth here: https://simplifiedwealth.us/
Join our Retirement Income Masterclass to learn about the RISA® and how to use it and market it within your practice. Sign up here: www.risaprofile.com/advisors
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
Released:
Aug 11, 2023
Format:
Podcast episode
Titles in the series (96)
Episode 33: More Reasons Why The 4% Rule May Still Be Too High: This episode concludes our three-part discussion on why the 4% sustainable withdrawal rate may be too ambitious as a retirement income planning assumption. In this episode, Wade and Alex get into how taxes, your investment account types, the need for a m... by Retire With Style