Category: Financial Planning

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 ...

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, ...

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 ...

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 ...

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 ...

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, ...

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 ...

Episode 211: The Math Behind Retirement Decisions (and Why It Matters)

In this episode of Retire with Style, Wade Pfau and Alex Murguia break down key concepts in retirement income planning, ...

Episode 210: Navigating Tax Changes for 2026

In this episode of Retire with Style, Alex and Wade break down the key tax changes coming in 2026, including ...

Episode 209: Your TIPS Questions Answered: Inflation Protection, Interest Rates, and Retirement Income

In this episode of Retire with Style, Wade Pfau and Alex Murguia explore how Treasury Inflation Protected Securities, or TIPS, ...

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