In this episode, host Dave Hall discusses the various dimensions of risk planning in retirement and how it differs from the traditional approach taken by many financial advisors. He introduces the three-dimensional approach to retirement planning and the importance of matching an individual’s attitude, capacity, and tolerance to risk with appropriate financial solutions. The episode delves into the RISA Metrics, which analyzes four key quadrants to assess an individual’s retirement income style awareness. Additionally, Dave explores the implementation preferences that impact how individuals interact with their financial advisors. The episode offers valuable insights into creating a customized retirement plan tailored to an individual’s unique needs and preferences. If you’re seeking a more personalized and efficient approach to retirement planning, this episode is a must-listen.
