Dr. Wade Pfau, a leading retirement income expert, discusses strategies for securing retirement with lifetime income. In this Warren Buffett's advice on what to invest in Episode 75: Using the RISA® as a retirement income planning teaching tool for individuals.
Determining Your Clients' Retirement Income Style In this classic episode, Stan The Annuity Man revisits a powerful conversation with Wade Pfau, one of the most respected voices I found that the RISA profile captured and presented my investment and retiring style in a manner probably better than I know myself. It was very helpful in
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Wade and Alex speak with Charles Pettit who runs a series of financial education courses for the public called Financial WHAT BROUGHT ME TO YOUTUBE: I worked at Goldman Sachs, in Private Equity, and built up a $100M holding company. Stop Planning Like You'll Live to 90‼️ Do THIS Instead
"Discover the key to retirement happiness with the RISA (Retirement Income Style Awareness Assessment)! In this eye-opening Brad Pistole hosts Dr. Michael Finke and Dr. Wade Pfau to discuss how annuities optimize retirement income by providing Retirement Income Style Awareness (RISA) Profile | White Coat
Wade and Alex show you how combining your two primary RISA® factors leads to the development of your RISA® profile. Dr. Wade Pfau is a Professor of Retirement Income with The American College of Financial Services. Pfau's low-key, academic
On this episode, I'm excited to share my conversation with Wade Pfau to discuss RISA®- Retirement Income Style Awareness. It seemed to us that Behavioral Finance and general psychological concepts are studied independently of each other when it Retirement Income Style Preferences Under RISA Framework
How to Use Annuities for Lifetime Income - Wade Pfau & Michael Finke Retirement Researcher, and co-founder of the Retirement Income Style Awareness® (RISA®) tool. Playing in picture-in-picture. (opens a new window).
The RISA assessment aims to help us discern those attitudes and then maps us to a specific box on the four-box matrix—a style box for retirees Alex Murguia and Wade Pfau - The Four Retirement Income Styles
Want a personalized look at your finances—for free? Click here: Determining Your Retirement Income Style •How do retirees choose? •Underlying retirement income preferences. •Retirement income style awareness. •Linking retirement income styles to strategies and
Framework | E134 | Dr. Wade Pfau: Retirement Planning in a Changing World In this episode of Excess Returns, we dive deep into the fundamentals of retirement planning with one of the most respected
Wade Pfau: Retirement Income Style Awareness (Holiday Regift) 078 Wade Pfau: Retirement Income Style Awareness
There's not one single playbook for building a retirement plan. Advisors and planners are constantly studying and evaluating Wade Pfau: Retirement Income Style Awareness RISA Discover the Secret to Your Dream Retirement | Ep 106
Taken from "ReSolve Riffs with Wade Pfau on Optimal Retirement Strategies" The Secret to Better Advising
Times are changing and gone are the days when investment-only solutions are the default option for clients nearing retirement. RISA®, which stands for Retirement Income Style Awareness, is a 15-minute assessment designed to help you more clearly understand which retirement income Best Investment Advice No One Listens To
Revolutionizing Retirement Planning Tim Wood discusses the importance of choosing the right expert for retirement planning. Make sure you're working with a certified
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Drs. Alex Murguia and Wade Pfau of RISA. In today's episode of Carson Group and PIMCO's Retirement Income Series, Dr. Wade Pfau dives into the 4% rule and other The retirement expert joins us to discuss retirement income styles, withdrawal rates, and how the current market environment and
5 Best Retirement Withdrawal Strategies: #3 You've NEVER Heard Of In this episode of Excess Returns, our good friend Matt Zeigler interviews retirement planning expert Wade Pfau. They discuss key Shorts #WarrenBuffett #CharlieMunger #BerkshireHathaway Berkshire Hathaway's Chairman and CEO Warren Buffett weighs in
In this episode of The Complete Advisor, we delve into the groundbreaking RISA (Retirement Income Style Awareness) software, The Long View: Wade Pfau - The Risks of Retirement Today Wade Pfau on ‘Sequence of Inflation Risk’, the 4% Retirement Withdrawal Controversy, and More
IN THIS EPISODE, THE ANNUITY MAN AND WADE PFAU DISCUSS: - Success in retirement - RISA - Retirement Income Style What's Your Retirement Income Style? | Morningstar The Power of Compounding
Retirement is All About Income Today, I'm speaking with Alex Murguia. Alex has worked to turn Dr. Wade Pfau's framework for retirement income planning into a
Dr. Wade Pfau, a leading retirement expert, discusses the importance of personalized retirement income strategies and why the Retirement Income Styles & Implementation Preferences with Alex Murguia, Ph.D. Together, these constructs were used to create a framework that can be used to identify an individual's Retirement Income Style Awareness (RISA)
In this episode, Wade Pfau and Alex Murguia of Retirement Researcher, share an innovative new tool called the Retirement Looking to make the most of your retirement savings without worrying about running out of money? In this video, we'll cover 5 Retirement Income Style - McLean
Dr. Wade Phau explains how the Retirement Income Style Awareness (RISA) framework helps match retirees to strategies they'll How Advisors Use the Retirement Income Style Awareness (RISA) Tool With Clients Episode 10: Behavior Finance and Psychology - Setting the Stage for Your Retirement Income Plan
retirement styles, and then documents how these styles link to strategies. The development of the Retirement Income Style Awareness Matrix (RISA® Matrix) The Ultimate Retirement Plan | Wade Pfau | Episode 63 Podcast Mentions: Wade Pfau's contact info: Retirement Researcher In this episode we examine the various psychological and behavioral factors. They include Loss Aversion, Heuristics- Financial
Business Inquiries: ➡️Read blog: How The RISA® Profile Tool is a Gamechanger for Retirement Income Planning with Alex Murguia Episode 1: You Have a Retirement Income Personality, Really.
Wade Pfau: Retirement Income Style Awareness (From the Vault) Dr. Wade Pfau ran neck-and-neck with Morningstar's Christine Benz as our most popular podcast guest of 2021 and we're excited Take the RISA® and plan your retirement.
Retirement income relies solely on the investments and savings created while you still have a paycheck. Leveraging the right 22. Viewing Retirement As Personal Preferences Rather Than Behavioral Finance Navigating Retirement Income Preferences
How to Secure Your Retirement with Lifetime Income - Dr. Wade Pfau Interview In this episode of The Intelligent Retirement Podcast, Retire With Style's Alex Murguia, Ph.D., joins host James M. Matthews to
Retirement Income Styles and Decisions w/ Wade Pfau and Anders Smith Untitled Wade and Alex discuss the theme of the Retire With Style podcast and why it's the perfect blend of psychology and retirement
Episode 12: Psychological Factors That Affect Your Retirement Plan Implementation In this video, Brad attends the first-ever Horizons Conference by the American College of Financial Services, interviewing the top
Your Retirement Income Style. Our Principals, Alex Murguia and Wade Pfau, developed the Retirement Income Style Awareness® or RISA® Profile, which tested and Safe Money Retirement Show - RISA for both spouses RISA stands for Retirement Income Style Awareness, and it identifies how a particular retiree feels and prefers to fund retirement.
The holidays are here, and so is this fan-favorite throwback! Take a trip down memory lane with this re-uploaded video - the Want to know Wade's answer to this question? #shorts #podcast #retirement #retirementplanning
Check out episode 114 of Retire with Style! How to Find Your Ideal Retirement Income Strategy - Dr. Wade Pfau Interview Annuities, Reverse Mortgages, & More w/ Wade Pfau (Ep. 66)
Mount Rushmore of Retirement Planning: How to Never Run Out of Money in Retirement! Decreasing Investment Loss During Retirement with Dr. Wade Pfau Last episode, we discussed RISA®- Retirement Income Style Awareness. If you haven't taken advantage of completing this for
The American College’s Wade Pfau on Common Retirement Income Mistakes that Can Kill a Portfolio the retirement income style assessment
RISA®- with Wade Pfau Episode 204: How Your Retirement Style Shapes Your Social Security Strategy In this video, I break down why planning for 90 might not be the best strategy and show you a smarter way to plan your retirement:
The Hidden Retirement Risk - And How to Manage It | Practical Lessons from Wade Pfau Why 2025 Is The PERFECT Year For Retirement (Retire Now!)
In this episode, Alex and Wade unpack the complexities of Social Security claiming strategies, weighing the benefits of delaying Episode 7: The RISA® Framework - Blending Your Retirement Income Personality with Strategies
In the third of a six-part series, Wade Pfau, Ph.D., CFA, RICP®, author of the Retirement Planning Guidebook, and Anders Smith, In this follow-up episode of the Complete Advisor Podcast, guests Wade Pfau and Alex Murguia discuss the Retirement Income The Ultimate Retirement Plan | Wade Pfau | Ep 63
Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility | Wade Pfau on YMYW The Importance of Retirement Income Expertise In this episode of the Complete Advisor Podcast, guests Wade Pfau and Alex Murguia introduce the Retirement Income Style
Finding a Sense & Purpose for Retirement with Wade Pfau Dr. Wade Pfau: Discovering Your Retirement Income Style
HOW RETIREMENT INCOME PREFERENCES INFORM One of the Top Thinkers in Retirement Planning Discusses the Dangers of Conventional Monte Carlo
Retirement Income Style Awareness Profile (RISA™) and Its Accuracy A Safety-First Retirement | Wade Pfau