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: 38
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 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 |
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Episode 147: Navigating Medicare and Tax Planning
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Oct 08, 2024 |
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Episode 146: The Concept of the 'Tax Torpedo'
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Oct 01, 2024 |
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Episode 145: Mastering Tax-Efficient Withdrawals
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Sep 24, 2024 |
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Episode 144: Understanding the Rules of RMDs
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Sep 17, 2024 |
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Episode 143: The Importance of Asset Location and Asset Allocation
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Sep 10, 2024 |
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Episode 142: Tax-Efficient Retirement Strategies
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Sep 03, 2024 |
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Episode 141: Tax-Efficient Retirement Distributions
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Aug 27, 2024 |
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Episode 140: Are you ready for our Retirement Income Challenge? Join us as we begin next week.
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Aug 20, 2024 |
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Episode 139: What to expect in Retirement
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Aug 13, 2024 |
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Episode 138: The Meaning of Retirement
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Aug 06, 2024 |
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Episode 137: The Evolution of Messaging in the Financial Advisory Industry
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Jul 30, 2024 |
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Episode 136: Personal Values Investing - Understanding and Using ESG Investments in Your Portfolio
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Jul 23, 2024 |
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Episode 135: RISA® in Action with James Matthews
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Jul 16, 2024 |
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Episode 134 YouTube Live Q&A (not really): Answering Your Questions about Portfolio Allocation in Retirement
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Jul 09, 2024 |
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Episode 133: YouTube Live Q&A (not really): Answering Your Retirement Planning Questions with Rob Cordeau
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Jul 02, 2024 |
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Episode 132: YouTube Live Q&A (Part 3)
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Jun 25, 2024 |
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Episode 131: The Impact of the Election on the Stock Market and Retirement Planning
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Jun 18, 2024 |
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Episode 130: YouTube Live Q&A (Part 2)
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Jun 11, 2024 |
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Episode 129: YouTube Live Q&A (Part 1)
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Jun 04, 2024 |
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Episode 128: Long-Term Care Planning (Part 12): The Different Features of Long-Term Care Planning
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May 28, 2024 |
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Episode 127: Long-Term Care Planning (Part 11): Traditional Long-Term Care Insurance Policies
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May 21, 2024 |
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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 |