Category: Financial Planning

Episode 184: Can Tech Replace Your Financial Advisor?

In this episode of Retire with Style, Wade Pfau and Alex Murguia talk with John Manganaro, senior reporter at ThinkAdvisor, ...

Episode 183: Retire Smarter, Not Harder

In this episode of Retire with Style, Alex Murguia and Wade Pfau explore the key elements of comprehensive retirement planning. ...

Episode 170: The Importance of Your Planning Assumptions: Part 2

Welcome Back! In this episode, Alex, Wade and Brian dive into the complexities of financial planning, focusing on return assumptions, ...

Episode 169: The Importance of Your Planning Assumptions: Part 1

In this episode, Alex and Wade are joined by Brian Bass from McLean Asset Management to discuss the complexities of ...

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 ...

Episode 166: Mastering Your Financial Future: A Framework for Success

In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia discuss the importance of having a structured financial ...

[Best of 2023 Repost] Ep. 60: The Retirement Planning Guidebook- Helping you find the path to a great retirement

With the New Year coming up quick, we wanted to highlight some of our best episodes to round out 2023. ...

Keep up to date with our newsletter