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Episode 106: A reimagined approach to funding retirement income.

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Manage episode 387785403 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 this episode we sit down with Rebecca Meskin & Cara Reisman from Blackrock to discuss a paper we collaborated on; A reimagined approach to funding retirement income: Defining individual styles and solutions using the RISA® framework. During the conversation, we illustrate how the RISA framework can help individuals approaching retirement understand their retirement income style preferences, explore the way style preferences translate to certain retirement income strategies, and share the distribution of retirement income styles among the population surveyed in the RISA/BlackRock study. We also highlight the characteristics of solutions in a DC plan that were most attractive to the greatest number of respondents in the study. If you are contributing to a defined contribution plan or have a significant amount of your net worth in one, you’ll want to catch this episode. Listen now to learn more!

PLEASE NOTE: This episode will not be posted on our YouTube channel. We apologize for any inconvenience!

Links

Registration is currently closed for the Consumer Retirement Income Challenge hosted by the team at Retirement Researcher! Join the waitlist to be notified about the next session by visiting: https://risaprofile.com/podcast

This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"

  continue reading

147 episodes

Artwork
iconShare
 
Manage episode 387785403 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 this episode we sit down with Rebecca Meskin & Cara Reisman from Blackrock to discuss a paper we collaborated on; A reimagined approach to funding retirement income: Defining individual styles and solutions using the RISA® framework. During the conversation, we illustrate how the RISA framework can help individuals approaching retirement understand their retirement income style preferences, explore the way style preferences translate to certain retirement income strategies, and share the distribution of retirement income styles among the population surveyed in the RISA/BlackRock study. We also highlight the characteristics of solutions in a DC plan that were most attractive to the greatest number of respondents in the study. If you are contributing to a defined contribution plan or have a significant amount of your net worth in one, you’ll want to catch this episode. Listen now to learn more!

PLEASE NOTE: This episode will not be posted on our YouTube channel. We apologize for any inconvenience!

Links

Registration is currently closed for the Consumer Retirement Income Challenge hosted by the team at Retirement Researcher! Join the waitlist to be notified about the next session by visiting: https://risaprofile.com/podcast

This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"

  continue reading

147 episodes

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