Latest episodes

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 contributions, mortgage insurance deductions, gambling taxes, and the taxation of Social Security benefits. It also discusses potential changes to Affordable ...

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 Brett Leyton to discuss the new tax provisions introduced in the One Big ...

What Pickleball can teach us
about retirement…hear us out!

RISA® | 24 November 2024

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What Pickleball can teach us
about retirement…hear us out!

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

What Pickleball can teach us
about retirement…hear us out!

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

What we're talking about

What is an asset allocation? And why is it important?

Tax considerations when
delaying social security

What is an asset allocation? And why is it important?

Tax considerations when
delaying social security

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What you’re talking about

Moving forward in your retirement journey

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