Dr. Alex Murguia: Blending Psychology and Finance for Retirement Planning

Interviewing Dr. Alex Murguia: We explore the Retirement Income Style Awareness (RISA) questionnaire, a pioneering tool merging personality and psychology with financial planning. Unravel your personal approach to retirement income and learn how to make decisions that resonate with your inner motivations. We shed light on the intersect of behavioral finance and practical planning, inviting you to experience the RISA questionnaire firsthand. By the end of our chat, you'll be well-equipped to engage in more personalized and meaningful financial discussions.

Culminating our enlightening session, we tackle the ever-evolving risks of retirement and the necessity of committing to an income strategy for retirement. From annuities to risk wrapping, we dissect the array of options and stress the importance of viewing retirement products through the lens of insurance, not investment. Our dialogue with Alex  provides a clear roadmap to managing retirement risks and uncovers the power of committing to a strategic plan for peace of mind. Listeners are encouraged to reach out for a personal consultation, ensuring a tailored approach to securing a rewarding retirement landscape.

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