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: 23
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.
| Episode | Date |
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Episode 126: Long- Term Care Planning (Part 10): Medicaid as A Funding Source
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May 14, 2024 |
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Episode 125: The Importance of Incorporating Long-Term Care Into Financial Planning with Jason Rizkallah
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May 07, 2024 |
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Episode 124: Insights into Continuing Care Retirement Communities with Rob Cordeau
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Apr 30, 2024 |
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Episode 123: The Importance of Long-Term Care Planning in Retirement with Neal Gordon
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Apr 23, 2024 |
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Episode 122 : Thinking Like A (Financial) Economist
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Apr 16, 2024 |
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Episode 121: The Importance of Adult Daycare Centers with Jackie Smiertka
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Apr 09, 2024 |
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Episode 120: The Role of IMOs with Dennis Mattern
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Apr 04, 2024 |
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Episode 119: Options for Funding Long-Term Care Expenses (Part 5)
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Apr 02, 2024 |
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Episode 118: Long-Term Care Planning: Nursing Homes and CCRCs (Part 4)
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Mar 26, 2024 |
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Episode 117: The Continuum of Long-Term Care Planning (Part 3)
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Mar 19, 2024 |
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Episode 116: Costs and Prevalence of Long-Term Care Planning (Part 2)
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Mar 12, 2024 |
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Episode 115: Intro to Long-Term Care Planning
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Mar 05, 2024 |
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Episode 114: RWS Live (not really): Answering Your Safe Withdrawal Rate & Annuity Questions (Part 8)
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Feb 27, 2024 |
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Episode 113: RWS Live (not really): Answering Your RISA and Asset Allocation Questions (Part 7)
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Feb 20, 2024 |
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Episode 112: RWS Live (not really): Answering Your Reverse Mortgage Questions (Part 6)
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Feb 13, 2024 |
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Episode 111: RWS Live (not really): Answering Your Social Security Questions (Part 5)
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Feb 06, 2024 |
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Episode 110: RWS Live (not really): Answering Your Tax-Planning Questions (Part 4)
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Jan 30, 2024 |
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Episode 109: RWS Live (not really): Answering Your Questions (Part 3)
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Jan 23, 2024 |
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Episode 108: RWS Live (not really): Answering Your Questions (Part 2)
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Jan 16, 2024 |
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Episode 107: RWS Live: New Years Q&A (Part 1)
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Jan 09, 2024 |
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[Best of 2023 Repost] Ep 63: Should I Wait or Should I Go - A Look at Arguments For and Against Delaying Social Security Claiming
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Jan 02, 2024 |
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[Best of 2023 Repost] Ep.53: How do the Financial Markets Work?
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Dec 26, 2023 |
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[Best of 2023 Repost] Ep. 60: The Retirement Planning Guidebook- Helping you find the path to a great retirement
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Dec 19, 2023 |
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[Best of 2023 Repost] Ep. 65 The Ins, Outs, and everything in between of Social Security Claiming Strategies with Mary Beth Franklin
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Dec 12, 2023 |
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Episode 106: A reimagined approach to funding retirement income.
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Dec 05, 2023 |
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Episode 105: Managing Taxes in Retirement using the Effective Marginal Tax Rate
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Nov 28, 2023 |
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Episode 104: Year End Planning Considerations
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Nov 21, 2023 |
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Episode 103: Using RISA® Framework to find the right retirement plan strategy between spouses
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Nov 14, 2023 |
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Episode 102: Practical Implementation of Time Segmentation with Rob Cordeau
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Nov 07, 2023 |
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Episode 101: Uncovering How Time Segmentation Actually Works
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Oct 31, 2023 |
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Episode 100: YouTube Live Q&A w/ Bob French (Part 2)
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Oct 24, 2023 |
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Episode 100: YouTube Live Q&A w/ Bob French (Part 1)
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Oct 17, 2023 |
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Episode 99: Time Segmentation as a Retirement Income Strategy
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Oct 10, 2023 |
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Episode 98: RISA® Styles and Inflation Management
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Oct 03, 2023 |
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Episode 97: Using Reliable Income to Manage Inflation
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Sep 26, 2023 |
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Episode 96: Using Investments to Manage Inflation
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Sep 19, 2023 |
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Episode 95: Understanding Inflation
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Sep 19, 2023 |
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Episode 94: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you - Part3.
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Sep 19, 2023 |
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Episode 93: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you - Part 2.
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Aug 29, 2023 |
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Episode 92: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you - Part 1.
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Aug 22, 2023 |
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Episode 91: RISA® in Action: How advisors can supercharge their practice in our upcoming RISA® Masterclass for Advisors.
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Aug 18, 2023 |
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Episode 90: Defining the different types of Financial Professionals and the custody of your assets
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Aug 15, 2023 |
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Episode 89: RISA® in Action: Doing right by the client with Andrew Lippert
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Aug 11, 2023 |
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Episode 88: What to Look for in Annuity Illustrations and Contracts (Part 2)
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Aug 08, 2023 |
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Episode 87: RISA® in Action: The Client Discovery Meeting with the 4:8 Group and more.
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Aug 04, 2023 |
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Episode 86: What to Look for in Annuity Illustrations and Contracts (Part 1)
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Aug 01, 2023 |
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Episode 85: RISA® in Action with Doug Oosterhart, CFP®
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Jul 28, 2023 |
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Episode 84: Understanding the Index Choices for Index Annuities
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Jul 25, 2023 |
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Episode 83: More on Annuities with the Author of Annuities for Dummies - Part 2
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Jul 21, 2023 |
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Episode 82: More on Annuities with the Author of Annuities for Dummies - Part 1
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Jul 18, 2023 |
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Episode 81: RISA® in Action: How the RISA® is used to initiate meaningful and personal retirement planning conversations.
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Jul 14, 2023 |
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Episode 80: Protection as An Asset Class
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Jul 11, 2023 |
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Episode 79: RISA® in Action: How the RISA® points to potential starting point and potential ending point for couples and their retirement income strategy.
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Jul 07, 2023 |
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Episode 78: Can you mix retirement income with accumulation? Breaking down living benefits, RILAs, and annuities as an accumulation tools
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Jul 04, 2023 |
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Episode 77: RISA® in Action: How the RISA® is used for clients to transition clients into a retirement income plan.
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Jun 30, 2023 |
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Episode 76: Fixed Index Annuities: Do they present a best of “annuity” types for retirement income?
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Jun 27, 2023 |
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Episode 75: RISA® in Action: Using the RISA® as a retirement income planning teaching tool for individuals.
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Jun 23, 2023 |
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Episode 74: Variable Annuities and their practical considerations.
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Jun 20, 2023 |
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Episode 73: RISA® in Action: Clarify the retirement income options available to your clients so they understand themselves better.
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Jun 16, 2023 |
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Episode 72: Variable Annuities. When they are useful as a retirement income planning option.
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Jun 13, 2023 |
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Episode 71: RISA® in Action: How to use the RISA® for client discovery meetings that lead to effective retirement plan options.
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Jun 09, 2023 |
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Episode 70: Income Annuities: Your New Standard Pension Plans
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Jun 06, 2023 |
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Episode 69: RISA® in Action: How do our advisors use the RISA® to navigate personalized retirement income plans.
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Jun 02, 2023 |
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Episode 68: Annuities as a viable source of protected income
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May 30, 2023 |
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Episode 67:The Future of Protected Income Summit. A review with Wade, Jason, and Alex.
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May 26, 2023 |
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Episode 66: Social Security and how the government is set up to help you. The ultimate insider’s perspective.
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May 23, 2023 |
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Episode 65: The Ins, Outs, and everything in between of Social Security Claiming Strategies with Mary Beth Franklin
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May 16, 2023 |
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Episode 64: Social Security’s Future: Hint: It’s Not Going Away
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May 09, 2023 |
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Episode 63 Should I Wait or Should I Go? A Look at Arguments For and Against Delaying Social Security Claiming
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May 02, 2023 |
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Episode 62: The Six Steps for Effective Social Security Claiming
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Apr 25, 2023 |
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Episode 61: How SHOULD You Think About Your Investment Portfolio?
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Apr 18, 2023 |
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Episode 60: The Retirement Planning Guidebook- Helping you find the path to a great retirement
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Apr 11, 2023 |
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Episode 59: Investing in Context with Weston Wellington
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Apr 04, 2023 |
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Episode 58: Do the Investment Pros Outperform the Market?
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Mar 28, 2023 |
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Episode 57: Market Timing Still Doesn’t Work
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Mar 21, 2023 |
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Episode 56: Fundamental Analysis is Fundamentally Flawed
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Mar 14, 2023 |
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Episode 55: Technical Analysis is Technically Wrong
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Mar 07, 2023 |
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Episode 54: Why Do You Invest?
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Feb 28, 2023 |
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Episode 53: How do the Financial Markets Work?
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Feb 21, 2023 |
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Episode 52: How do large institutions think about helping you develop a retirement income paycheck?
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Feb 14, 2023 |
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Episode 51: Should You Claim Your Social Security Benefits Early?
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Feb 07, 2023 |
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Episode 50: Navigating the Retirement Income Dashboard
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Jan 31, 2023 |
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Episode 49: 2023 Markets in Review
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Jan 25, 2023 |
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Episode 48: How contractual income solutions fit in a fee-only world?
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Jan 17, 2023 |
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Episode 47: The Technology That Takes Care of Advisors So They Can Take Care Of You
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Jan 10, 2023 |
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Episode 46: The Marketing of Financial Advice - How To Separate The Wheat From The Chaff
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Jan 04, 2023 |
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Recap: The RISA® and Risk Tolerance Questionnaires: Different Tools for Different Functions
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Dec 27, 2022 |
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Episode 45: Should contractual retirement income options live inside of 401k Plans?
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Dec 20, 2022 |
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Episode 44: Where to Find Practical Resources on Retirement Income Strategies
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Dec 13, 2022 |
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Episode 43: Do contractual lifetime income solutions fit within a fiduciary advisory framework?
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Dec 06, 2022 |
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Episode 42: Tax Planning for Early Retirees and the Affordable Care Act
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Nov 29, 2022 |
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Episode 41: Can Your Retirement Experience Count On Stocks For The Long Term?
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Nov 22, 2022 |
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Episode 40: The ABCs of the Medicare Open Enrollment Period
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Nov 15, 2022 |
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Episode 39: It’s Looking Like a Good Harvest: Should you use Tax Loss Harvesting in Your Portfolio?
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Nov 08, 2022 |
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Episode 38: Party Affiliations and Stock Market Returns - Who has your vote?
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Nov 01, 2022 |
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Episode 37: Retirement Distribution Strategies: How is it REALLY done in a professional setting?
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Oct 25, 2022 |
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Episode 36: Beyond the 4% Rule: Part 2 - Varied and Various Variable Distribution Strategies
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Oct 18, 2022 |
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Episode 35: Beyond the 4% Rule - Part 1: Different Portfolio Retirement Income Strategies That May Work Better For You
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Oct 11, 2022 |
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Episode 34: Even In Volatile Markets, Find Out Why The 4% Rule Distribution May Be Too Low
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Oct 04, 2022 |
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Episode 33: More Reasons Why The 4% Rule May Still Be Too High
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Sep 27, 2022 |