Latest episodes
Episode 169: The Importance of Your Planning Assumptions: Part 1
- Trevor
In this episode, Alex and Wade are joined by Brian Bass from McLean Asset Management to discuss the complexities of financial planning assumptions, particularly focusing on Monte Carlo simulations and their implications for success rates in retirement planning. They discuss ...
Episode 168: Funded Ratio vs. Monte Carlo: Which is Better?
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau discuss the importance of understanding the funded ratio in retirement planning. They explore how the funded ratio ...
Episode 167: Navigating Retirement Goals: The Four L’s
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into the intricacies of financial planning for retirement. They introduce the concept of a financial planning ...
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
Episode 166: Mastering Your Financial Future: A Framework for Success
Episode 165: Tax Planning Essentials for Retirees
Episode 164: Investment Insights: What 2024 Has Taught Us
Episode 163: 2025 Retirement Planning Guidebook Updates
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
Topics we've covered
What you’re talking about
Moving forward in your retirement journey
From our audience
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–Mark S.
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