Retire With Style
By Wade Pfau & Alex Murguia
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Image by Wade Pfau & Alex Murguia
Category: Investing
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Rate for this podcast
Subscribers: 59
Reviews: 1
Episodes: 100
A Podcast Republic user
May 10, 2024
Alex giggles too much, and Wade tends to drone on and go off on tangents, but when they're concise and to the point, this is excellent.
Description
The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with.
Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement planning.
Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement planning.
| Episode | Date |
|---|---|
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Episode 244: Why Being Safety-First Doesn’t Mean You Need an Annuity
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Sep 01, 2026 |
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Episode 243: Why Annuities Aren’t Really Investments
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Aug 25, 2026 |
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Episode 242: Why Playing It Safe in Retirement Can Actually Be Risky
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Aug 18, 2026 |
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Episode 241:Can AI Build Your Retirement Withdrawal Strategy?
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Aug 11, 2026 |
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Episode 240: Does Sequence Risk Last Longer Than You Think?
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Aug 04, 2026 |
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Episode 239: Are You Overinvested in Bonds? The Retirement Math May Surprise You
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Jul 28, 2026 |
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Episode 238: SpaceX, Mega-IPOs, and Indexing: When to Buy, When to Wait
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Jul 21, 2026 |
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Clarification on Ep. 237 HSA Rules for Beneficiaries
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Jul 17, 2026 |
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Episode 237: Should You Spend Your HSA or Let It Grow?
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Jul 14, 2026 |
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Episode 236: Are Annuities Better than Bonds in Retirement?
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Jul 07, 2026 |
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Episode 235: Are Stocks Enough to Protect You From Inflation?
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Jun 30, 2026 |
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Episode 234: Cash in Retirement: When to Hold It, When to Invest It
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Jun 23, 2026 |
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Episode 233: Should You Worry About Social Security Running Out?
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Jun 16, 2026 |
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Episode 232: Is 4.7% the New Safe Withdrawal Rate?
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Jun 09, 2026 |
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Episode 231: Why Financial Planning Alone Won't Prepare You for Retirement
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Jun 02, 2026 |
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Episode 230: Are You Emotionally Ready for Retirement? Beyond the Financial Plan
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May 26, 2026 |
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Episode 229: How to Leave More Wealth to Your Children After Taxes
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May 19, 2026 |
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Episode 228: Is Your Family Prepared If Something Happens to You?
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May 12, 2026 |
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Episode 227: Can $1 Really Cost You $20,000 in Retirement? How to Avoid Tax Cliffs
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May 05, 2026 |
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Episode 226: 5 Tax Planning Mistakes That Can Reduce Your Retirement Income
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Apr 28, 2026 |
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Episode 225: 3 Tax Strategies to Improve Retirement Income Efficiency
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Apr 21, 2026 |
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Episode 224: Reverse Mortgages: Misunderstood or Misused?
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Apr 14, 2026 |
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Episode 223: Downsizing in Retirement: When to Sell, When to Stay
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Apr 07, 2026 |
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Episode 222: Do You Actually Need Long-Term Care Insurance in Retirement?
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Mar 31, 2026 |
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Episode 221: What Actually Counts as Long-Term Care?
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Mar 24, 2026 |
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Episode 220: Why Your Health Insurance Stops Working at 65
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Mar 17, 2026 |
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Episode 219: Medicare Is Confusing: Here’s How to Make Sense of It
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Mar 10, 2026 |
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Episode 218: Is Social Security Really Running Out? What the 2026 Numbers Show
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Mar 03, 2026 |
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Episode 217: The Annuity Debate: Smart Strategy or Overpriced Product?
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Feb 24, 2026 |
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Episode 216: The Retirement Tax Mistake That Costs Thousands
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Feb 17, 2026 |
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Episode 215: Are You Paying More in Retirement Taxes Than You Should?
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Feb 10, 2026 |
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Episode 214: When Spending More in Retirement Is Actually the Right Call
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Feb 03, 2026 |
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Episode 213: Retirement Without Guesswork: The Four L’s and Funded Ratio Strategy
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Jan 27, 2026 |
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Episode 212: There Is No “Best” Retirement Plan: How to Choose What Actually Works
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Jan 21, 2026 |
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Episode 211: The Math Behind Retirement Decisions (and Why It Matters)
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Jan 13, 2026 |
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Episode 210: Navigating Tax Changes for 2026
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Jan 06, 2026 |
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[Best of 2025 Repost] Episode 174 The Psychology of Investing Understanding Market Reactions
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Dec 30, 2025 |
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[Best of 2025 Repost] Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen
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Dec 23, 2025 |
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Episode 209: Your TIPS Questions Answered: Inflation Protection, Interest Rates, and Retirement Income
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Dec 16, 2025 |
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Episode 208: Your Retirement Spending Questions Answered: The 4 Percent Rule, Sequence Risk, and Glide Paths
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Dec 09, 2025 |
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Episode 207: Your Tax Questions Answered: 401(k)s, Roth Conversions, and RMDs
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Dec 02, 2025 |
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Episode 206: Wills, Trusts, and the Caregiving Journey
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Nov 25, 2025 |
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Episode 205: Preparing for the Financial Side of Caregiving
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Nov 18, 2025 |
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Episode 204: How Your Retirement Style Shapes Your Social Security Strategy
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Nov 11, 2025 |
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Episode 203: OBBBA and You, Part 3: Building, Passing, and Protecting Wealth Under OBBBA
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Nov 04, 2025 |
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Episode 202: OBBBA and You, Part 2: The Deductions That Could Change Your Tax Bill
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Oct 28, 2025 |
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Episode 201: OBBBA and You: How the “One Big Beautiful Bill” Reshapes Retirement Taxes
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Oct 21, 2025 |
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Episode 200 Celebration
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Oct 14, 2025 |
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Episode 199: Beyond the Numbers: Planning for Life, Not Just Finances
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Oct 07, 2025 |
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Episode 198: Beyond the Numbers: The Human Side of Retirement
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Sep 30, 2025 |
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Episode 197: RWS Live! With Bill Bengen: Part 2
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Sep 23, 2025 |
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Episode 196: RWS Live! With Bill Bengen: Part 1
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Sep 16, 2025 |
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Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen
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Sep 09, 2025 |
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Episode 194: RWS Live! Rethinking Retirement: Inflation, Annuities, and Roth Conversions
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Sep 02, 2025 |
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Episode 193: RWS Live!: From Tontines to ETFs: Exploring Innovative Retirement Solutions
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Aug 26, 2025 |
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Episode 192- Beyond The 4% Rule
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Aug 19, 2025 |
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Episode 191: From Cash to HELOCs What’s in Your Buffer Toolbox
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Aug 12, 2025 |
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Episode 190- Buffer Assets, Bad Timing, and Better Plans
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Aug 05, 2025 |
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Episode 189: Gold Is Shiny- But Is It Smart?
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Jul 29, 2025 |
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Episode 188: Are TIPS the Retirement Safety Net You’ve Been Missing?
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Jul 22, 2025 |
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Episode 187: Couples, Roths, and SPIAs- Oh My!
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Jul 15, 2025 |
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Episode 186: How to Build a Retirement Plan That Lasts (and Saves on Taxes)
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Jul 08, 2025 |
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Episode 185: Retire with Style Live Q&A
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Jul 01, 2025 |
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Episode 184: Can Tech Replace Your Financial Advisor?
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Jun 24, 2025 |
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Episode 183: Retire Smarter, Not Harder
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Jun 17, 2025 |
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Episode 182: When Disaster Strikes… Should You Invest?
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Jun 10, 2025 |
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Episode 181: Bricks, Mortar and Retirement
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Jun 03, 2025 |
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Episode 180: The Secret Life of Private Investments
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May 27, 2025 |
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Episode 179: Forecasts, Futures, and Funds: Inside the Hedge Fund Playbook
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May 20, 2025 |
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Episode 178: Hedging Your Bets in Retirement: What You Should Know
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May 13, 2025 |
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Episode 177: Winning the Loser’s Game: A Look at Alternative Investments
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May 06, 2025 |
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Episode 176: Strategic Retirement Planning: Q&A on Income, Taxes, and Investments
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Apr 29, 2025 |
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Episode 175: Can Money Buy Happiness in Retirement?
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Apr 22, 2025 |
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Episode 174: The Psychology of Investing: Understanding Market Reactions
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Apr 16, 2025 |
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Episode 173: Navigating Market Volatility: Strategies for Investors
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Apr 08, 2025 |
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Episode 172: Understanding Market Volatility
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Apr 01, 2025 |
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Episode 171: Unlocking the Secrets of Bond Laddering
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Mar 25, 2025 |
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Episode 170: The Importance of Your Planning Assumptions Part 2
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Mar 18, 2025 |
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Episode 169: The Importance of Your Financial Planning Assumptions: Part 1
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Mar 11, 2025 |
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Episode 168: Funded Ratio vs. Monte Carlo: Which is Better?
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Mar 04, 2025 |
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Episode 167: Navigating Retirement Goals: The Four L's
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Feb 25, 2025 |
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Episode 166: Mastering Your Financial Future: A Framework for Success
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Feb 18, 2025 |
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Episode 165: Tax Planning Essentials for Retirees
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Feb 11, 2025 |
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Episode 164: Investment Insights: What 2024 Taught Us
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Feb 04, 2025 |
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Episode 163: 2025 Retirement Planning Guidebook Updates
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Jan 28, 2025 |
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Episode 162: Retire with Style Live (not really) Q&A: Part 6
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Jan 21, 2025 |
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Episode 161: Retire with Style Live (not really) Q&A: Part 5
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Jan 14, 2025 |
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Episode 160: Retire with Style Live (not really) Q&A: Part 4
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Jan 07, 2025 |
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Episode 159: Retire with Style Live (not really) Q&A: Part 3
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Dec 31, 2024 |
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Episode 158: Retire with Style Live (not really) Q&A: Part 2
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Dec 24, 2024 |
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Episode 157: Retire with Style Live (not really) Q&A Part 1
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Dec 17, 2024 |
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Episode 156: Navigating The New Retirement Landscape
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Dec 10, 2024 |
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Episode 155: Navigating Roth Conversions: Key Strategies and Insights
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Dec 03, 2024 |
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Episode 154 The Financial Advisor's Guide to Roth Conversions Part 2
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Nov 26, 2024 |
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Episode 153: The Financial Advisor's Guide to Roth Conversions
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Nov 19, 2024 |
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Episode 152: Navigating Holiday Money Talks
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Nov 12, 2024 |
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Episode 151: Financial Strategies for Early Retirement
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Nov 05, 2024 |
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Episode 150: Lump Sum or Annuity: What’s Right for You?
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Oct 29, 2024 |
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Episode 149: The Various Aspects of Tax Planning
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Oct 22, 2024 |
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Episode 148: Tax-Efficient Income Stacking
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Oct 15, 2024 |