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Content provided by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Episode 103: Using RISA® Framework to find the right retirement plan strategy between spouses
Manage episode 383788586 series 3330615
Content provided by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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
147 episodes
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Manage episode 383788586 series 3330615
Content provided by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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
147 episodes
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Similar to Retire With Style
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Welcome to The Clever Investor Show, where your host, Cody Sperber, a seasoned real estate investor and educator, becomes your definitive source for everything in real estate investing and entrepreneurship. Each episode features conversations with giants in the industry like Grant Cardone, known for his real estate investor status; Wes Watson, sharing strategies for success; Eric Spofford, focusing on business growth and niche real estate markets; Pace Morby, a creative financing expert; and ...
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