Purchase Workshop

The RISA How to Select and Implement a Retirement Income Plan That Works For You

Hosted by Alex Murguia, Ph.D.

There is no single “best” retirement income strategy—the right approach depends on your preferences, goals, and resources. In this two-part workshop, you’ll learn how the Retirement Income Style Awareness® (RISA®) framework helps identify retirement income strategies that align with your natural decision-making style, giving you greater confidence in your plan. Through practical examples, real-world case studies, and advisor insights, you’ll discover the four RISA styles, the strategies commonly associated with each, and how thoughtful implementation can help turn a good retirement income plan into one that works successfully for your unique situation.

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Full Access only $99

Workshop Instructor

Alex Murguia, Ph.D.

 
Full Bio

During this Workshop you will learn:

  • Discover your Retirement Income Style Awareness® (RISA®) profile and what it reveals about your retirement income preferences.
  • Explore the four RISA retirement income styles and the strategies commonly associated with each.
  • Learn how to evaluate retirement income approaches based on your goals, preferences, and financial resources.
  • See how different implementation methods can influence retirement outcomes through practical case studies.
  • Gain insights from experienced advisors on putting retirement income strategies into practice.
  • Leave with a practical framework for designing and implementing a retirement income plan that aligns with how you naturally make financial decisions.
Purchase Workshop

Full Access only $99

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The Retirement Researcher Academy’s virtual campus is your launchpad to everything the academy has to offer!
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Step 1. You will receive an email invoice, and a confirmation email with a link to log in.

Step 2. Log in and explore the site, webinar replays, downloadable content, previous workshops, and upcoming workshops.

Step 3. This is a subscription product, so you will be automatically billed at your next billing interval.

If you choose an Annual subscription: Your initial fee will be charged at the end of your 7 day trial and your renewal fee will be charged annually after that. If you would like to avoid being automatically charged, please reach out to us to cancel before the end of your trial.

If you choose a Monthly subscription: Your first month fee will be charged at the end of your 7 day trial and your renewal fee will be charged monthly after that. Feel free to cancel anytime prior to your next monthly billing date.

We will email your access instructions immediately. Be sure to check your spam folder just in case, and remember, you can always reach out to us for assistance at community@retirementresearcher.com 

You may cancel your subscription at any time before your next bill date from within your account settings, or by emailing us at community@retirementresearcher.com.

Well, really this is for anyone who is planning their own retirement. It’s focused on people who are saying 5 to 10 years on either side, but this same information is important to anyone who is planning for their own retirement.
Yes, Retirement Researcher Academy member, you will keep your membership price, as long as you do not cancel.
What you learn as a member of the Retirement Researcher Academy can help you act as your own second opinion to ensure that your advisor is providing sound recommendations and implementing those recommendations appropriately. This will give you even more Peace of Mind that you are on the right path.

No, we are not offering refunds for membership subscriptions.

Sadly, the membership site is only available for purchase by individuals in the United States.

Frequently Asked Questions

The testimonials appearing on this page are not representative of all client opinions of Retirement Researcher or the Retirement Researcher Academy. Client experiences can and likely will vary from the experiences reflected herein. Retirement Researcher does not provide direct or indirect compensation in exchange for the testimonials shown. As such, it is not expected that material conflicts of interest arise with respect to the testimonial providers. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
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Alex is the managing principal for McLean Asset Management. In addition to his management responsibilities, he is one of the primary contributors to our content.

He has published numerous articles in the leading peer-reviewed journals in the financial planning industry and is a frequent speaker at many of the financial planning profession’s leading conferences. In addition, he has been quoted in the New York Times, the Wall Street Journal, InvestmentNews, and various other industry publications regarding his thoughts on the industry, practice management, and retirement income planning.

He also founded inStream Solutions. A leading retirement financial planning software company used by some of the nation’s largest financial advisory firms.

Alex graduated with a Ph.D. for The George Washington University.

Education

  • Ph.D. George Washington University
  • B.S. Boston University

Greatest Professional Satisfaction

Being part of a company that positively impacts the lives of its clients while also providing our team the means to live their lives well, raise a family, and be a positive influence in their community.

Greatest Personal Satisfaction

Watching—with my wife—our children experience the world around them for the first time.