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Retire With Style podcast

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Retire With Style

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  Wade Pfau & Alex Murguia  

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.

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.

 

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Duration

Release Date

#100

Episode 208: Your Retirement Spending Questions Answered: The 4 Percent Rule, Sequence Risk, and Gli...

In this episode of Retire With Style, Alex Murguia and Wade Pfau explore core themes in re... more

09 Dec 2025

44 MINS

44:44

09 Dec 2025

#99

Episode 207: Your Tax Questions Answered: 401(k)s, Roth Conversions, and RMDs

In this episode of Retire With Style, Alex and Wade answer listener questions on key retir... more

02 Dec 2025

40 MINS

40:57

02 Dec 2025

#98

Episode 206: Wills, Trusts, and the Caregiving Journey

In this episode of Retire With Style, Wade Pfau and Alex Murguia talk with Beth Pinsker, a... more

25 Nov 2025

40 MINS

40:26

25 Nov 2025

#97

Episode 205: Preparing for the Financial Side of Caregiving

In this episode of Retire With Style, Wade and Alex talk with Beth Pinsker, author of My M... more

18 Nov 2025

39 MINS

39:13

18 Nov 2025

#96

Episode 204: How Your Retirement Style Shapes Your Social Security Strategy

In this episode, Alex and Wade unpack the complexities of Social Security claiming strateg... more

11 Nov 2025

50 MINS

50:12

11 Nov 2025

#95

Episode 203: OBBBA and You, Part 3: Building, Passing, and Protecting Wealth Under OBBBA

This is the third and final installment of our discussion with Brett Layton, which explore... more

04 Nov 2025

36 MINS

36:08

04 Nov 2025

#94

Episode 202: OBBBA and You, Part 2: The Deductions That Could Change Your Tax Bill

The conversation explores key tax topics, including below-the-line deductions, charitable ... more

28 Oct 2025

40 MINS

40:50

28 Oct 2025

#93

Episode 201: OBBBA and You: How the “One Big Beautiful Bill” Reshapes Retirement Taxes

In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau are joined by CPA B... more

21 Oct 2025

39 MINS

39:02

21 Oct 2025

#92

Episode 200 Celebration

Welcome to a milestone episode of Retire With Style! In this celebratory 200th installment... more

14 Oct 2025

1 HR 02 MINS

1:02:47

14 Oct 2025

#91

Episode 199: Beyond the Numbers: Planning for Life, Not Just Finances

In part two of their conversation, financial advisors Alex Murguia and Dan Haylett explore... more

07 Oct 2025

31 MINS

31:18

07 Oct 2025

#90

Episode 198: Beyond the Numbers: The Human Side of Retirement

In part one of their conversation with Dan Haylett, Wade Pfau and Alex Murguia explore the... more

30 Sep 2025

38 MINS

38:29

30 Sep 2025

#89

Episode 197: RWS Live! With Bill Bengen: Part 2

In this conversation, Wade Pfau, Alex Murguia and Bill Bengen discuss various aspects of r... more

23 Sep 2025

31 MINS

31:39

23 Sep 2025

#88

Episode 196: RWS Live! With Bill Bengen: Part 1

In this live Q&A session, Wade Pfau, Alex Murguia, and Bill Bengen discuss the intricacies... more

16 Sep 2025

29 MINS

29:54

16 Sep 2025

#87

Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen

In this episode of Retire with Style, Wade Pfau and Alex Murguia talk with William Bengen,... more

09 Sep 2025

39 MINS

39:05

09 Sep 2025

#86

Episode 194: RWS Live! Rethinking Retirement: Inflation, Annuities, and Roth Conversions

In this conversation, Alex Murguia and Wade Pfau explore strategies for retirement plannin... more

02 Sep 2025

38 MINS

38:57

02 Sep 2025

#85

Episode 193: RWS Live!: From Tontines to ETFs: Exploring Innovative Retirement Solutions

In this conversation, Wade Pfau and Alex Murguia discuss retirement planning topics includ... more

26 Aug 2025

33 MINS

33:35

26 Aug 2025

#84

Episode 192- Beyond The 4% Rule

In this episode of Retire with Style, Alex Murguia and Wade Pfau dive into key retirement ... more

19 Aug 2025

36 MINS

36:05

19 Aug 2025

#83

Episode 191: From Cash to HELOCs What’s in Your Buffer Toolbox

In this episode of Retire with Style, Alex Murguia and Wade Pfau explore how buffer assets... more

12 Aug 2025

36 MINS

36:38

12 Aug 2025

#82

Episode 190- Buffer Assets, Bad Timing, and Better Plans

In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau explore how to mana... more

05 Aug 2025

28 MINS

28:29

05 Aug 2025

#81

Episode 189: Gold Is Shiny- But Is It Smart?

In this episode of Retire with Style, Wade Pfau and Alex Murguia tackle listener questions... more

29 Jul 2025

38 MINS

38:28

29 Jul 2025