Why is it important for BOTH spouses to do the RISA® assessment while making a plan for retirement income
Get every episode summarized
Each time The Safe Money Retirement Show publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
About this episode
In this week's episode, we'll discuss why it is so important for both spouses to do the RISA® assessment before we design a retirement plan for them as a couple. Is there a way to ensure both spouses are happy with the plan? How can someone who likes growth and someone who wants guaranteed income both get what they want in the same plan? How important is it for your plan to be designed specifically for you? Isn't it time to get answers to the tough retirement questions now?
Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.
Safe Money Retirement® - Insuring Your Retirement Dreams
Get every episode summarized
Each time The Safe Money Retirement Show publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Safe Money Retirement Show
The Retirement Tax Surprises Too Many People Miss
The Safe Money Retirement Show
Why Procrastinating on Retirement Planning Gets Expensive
The Safe Money Retirement Show
FOMO, YOLO, or JOMO: Choosing a Smarter Retirement Mindset
The Safe Money Retirement Show
Why Retirement Shouldn’t Feel Like Game‑Day Pressure
The Safe Money Retirement Show