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Retire With Style

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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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Latest episodes

Episode 223: The Truth About Downsizing in Retirement

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: Is Long-Term Care Insurance Worth It Anymore?

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?

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 Actually Makes Sense

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 ...

Episode 213: Retirement Without The Guesswork: The 4 L’s and Funded Ratio Strategy

In this conversation, Wade discusses the essential financial goals of retirement, encapsulated in the concept of the four L’s: longevity, lifestyle, legacy, and liquidity. He emphasizes the importance of assessing ...

Episode 212: There Is No “Best” Retirement Plan: How to Choose What Actually Works

Audio Quality Notice:Please note that this episode contains some technical audio issues affecting portions of the recording. While we’ve made every effort to improve the sound quality, some disruptions may ...

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.