Alex Murguia and Wade Pfau - The Four Retirement Income Styles

Tune in to hear:

- What are some of the accomplishments of financial psychology thus far and where should we be headed next?

- Why does Wade diverge from a lot of the popular thinking around insurance products and what does the industry get wrong when it comes to these products and retirement income?

- Is it safe to say that a lot of the benefit of these “unpopular tools” is behavioral in nature? 

- What question was Wade hoping to answer when he dove into RISA (Retirement Income Style Awareness) research at a high level?

- In their research did Wade and Alex find any sort of overlap with factors like risk composure or are the retirement styles a separate beast?

- Learn more about the psychology of decumulation and how an awareness of someone’s retirement income style preferences could help you solve for the particular complications of distribution

- Are the four retirement income styles distributed pretty evenly amongst the population or are some particularly popular or unpopular? How greatly would their advice shift from one style to another?

- Did Alex and Wade note any gender differences across proclivities towards the different retirement income styles?

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Compliance Code: 2105-OAS-11/3/2022