289: The RISA Framework: A Systematized Approach To Personalizing Retirement Income Strategies For Clients
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 13 May 2022
⏱️ 31 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from Kitces titled, The RISA Framework: A Systematized Approach To Personalizing Retirement Income Strategies For Clients. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/289.
Show Notes: Howardbailey.com/289
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Transcript
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| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help free retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.3 | His newest book, Job Optional, is a Wall Street Journal |
| 0:21.5 | bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on |
| 0:27.9 | Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven by |
| 0:34.0 | meaning and purpose. Join me this week and every week as we discuss thoughts and ideas |
| 0:40.3 | with some of today's foremost experts in the field of finance and retirement, as well as discussing |
| 0:46.2 | trending topics that could impact your bottom line. These discussions can help you make |
| 0:51.7 | better financial decisions so you can live the lifestyle |
| 0:55.0 | you've always imagined and deserved. |
| 0:57.9 | Welcome to the show. |
| 1:02.4 | Hey, what's up, y'all? |
| 1:03.6 | I'm here with my good friend and co-host fellow certified financial planner practitioner. |
| 1:07.2 | Man, it's a mouthful. |
| 1:08.5 | Marshall's here with me. |
| 1:09.5 | What's up, buddy? |
| 1:10.4 | Hey, Marshall, we're going to be having a conversation about retirement income. |
| 1:14.9 | And this is an article that we're spotlighting today because it was in our weekend reading for retirees email series. |
| 1:21.6 | Is it an article or is it a thesis? |
| 1:24.0 | It's basically a white paper. |
| 1:25.4 | A white paper, I would say. |
| 1:27.3 | My assistant said she was looking at this |
... |
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