4 days ago
Episode 69: RISA® in Action: How do our advisors use the RISA® to navigate personalized retirement income plans.
We kick off our “RISA® in Action” arc with our very own advisors, Jason Rizkallah, CFP®, RICP® and Stephen Pomanti, MS, MSFS, CFP®, ChFC®, CLU®. Coming fresh off our Retirement Income Challenge for Consumers where our participants completed over 300 RISAs, we discuss how the RISA® leads our efforts to identifying how individual preferences inform the financial planning and subsequent implementation of personal retirement income strategies.
If you are an individual consumer and want to learn more about the RISA® click here to be directed to our sister firm McLean Asset Management and ask about the RISA®: https://www.mcleanam.com/start/
If you are an advisor and want to see how the RISA® can fit into your advisory firm, click here to sign up for our upcoming Retirement Income Masterclass in August: https://risaprofile.com/advisors
If you want to learn more about the RISA® in general go to https://risaprofile.com/
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?"