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Your hosts Wade and Alex walk you through creating and implementing a retirement plan that will help you consistently reach your goals.

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Episode 225: 3 Tax Strategies to Improve Retirement Income Efficiency

This week on Retire with Style, Alex and Wade focus on how retirees can improve tax efficiency to maximize after-tax spending power. They walk through the structure of the tax ...

Episode 224: Reverse Mortgages: Misunderstood or Misused?

In this episode, Wade Pfau and Alex Murguia revisit reverse mortgages and explain why they are often misunderstood in retirement planning. Rather than a last-resort tool, they frame modern HECM ...

Episode 223: Downsizing in Retirement: When to Sell, When to Stay

In this episode of Retire with Style, Wade and Alex continue the breakdown of the  Retirement Planning Guidebook Third Edition. Focusing on one of the most overlooked but impactful retirement ...

Episode 222: Do You Actually Need Long-Term Care Insurance in Retirement?

This episode continues the long-term care discussion by breaking down how long-term care insurance actually works, including benefit structures, coverage limits, and key policy levers like waiting periods and inflation ...

Episode 221: What Actually Counts As Long-Term Care?

In this episode of Retire With Style, Wade Pfau and Alex Murguia introduce the fundamentals of long-term care planning as part of their ongoing walkthrough of the Retirement Planning Guidebook. ...

Episode 220: Why Your Health Insurance Stops Working at 65

In this episode of Retire With Style, Wade Pfau and Alex Murguia walk through what actually happens when you enroll in Medicare and where people tend to make costly mistakes. They ...

Episode 219: Medicare is Confusing: Here’s How to Make Sense of It

Medicare is one of the most confusing parts of retirement planning. In this episode, Alex and Wade break down the basics, including the difference between Medicare Parts and Plans and ...

Episode 218: Is Social Security Really Running Out? What the 2026 Numbers Show

In this episode of Retire with Style, Alex and Wade explore the role of Social Security in retirement planning. They examine when to claim benefits, the tradeoffs between early and ...

Episode 217: The Annuity Debate: Smart Strategy or Overpriced Product?

This episode of Retire with Style features Alex Murguia and Wade Pfau discussing the role of annuities in retirement planning, drawing from Wade’s Retirement Planning Guidebook. They examine the purpose ...

Episode 216: The Retirement Tax Mistake That Costs Thousands

In this episode of Retire With Style, Wade and Alex discuss key retirement tax planning strategies, including Roth conversions, effective marginal tax rates, and the role of income tracking in ...

Episode 215: Are You Paying More in Retirement Taxes Than You Should?

In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau discuss the launch of the third edition of the Retirement Planning Guidebook and respond to audience questions ...

Episode 214: When Spending More in Retirement Is Actually the Right Call

In this episode of Retire With Style, Alex and Wade discuss the nuances of the 4% rule and why it may be either too high or too low depending on ...

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

RISA® | 24 November 2024

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 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.