RISA®- with Wade Pfau (Ep. 65)

Jan 9, 2024

On this episode, I'm excited to share my conversation with Wade Pfau to discuss RISA®- Retirement Income Style Awareness. Wade is a bit of an icon in the financial planning space. If you want to dive deep into any financial topic, it's likely Wade has spent hours studying the research and can explain the pros, cons, and complexities of the situation. I've thoroughly enjoyed getting to know Wade, and I'm excited to share his RISA® technology with you. 

As a special gift, we've also given listeners the opportunity to take the RISA® Assessment themselves. Thanks for listening, and I hope you enjoy!

Discussed on today's show:

1. We talk through Wade's journey to create RISA® and what surprised him during his research
2. Wade explains how knowing your RISA® profile can help you tell if you're "speaking the same language" with others
3. We then spend most of our time talking through the 4 RISA® profiles- where they overlap and where they differ 
4. We wrap up this episode by discussing how the RISA® assessment helps advisors from imparting their own biases onto clients

 

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Connect with Wade:

Retire With Style Podcast

Retirement Planning Guidebook (and more)