Category: Financial Planning

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, ...

Episode 208: Your Retirement Spending Questions Answered: The 4 Percent Rule, Sequence Risk, and Glide Paths

In this episode of Retire With Style, Alex Murguia and Wade Pfau explore core themes in retirement planning, including the ...

Episode 207: Your Tax Questions Answered: 401(k)s, Roth Conversions, and RMDs

In this episode of Retire With Style, Alex and Wade answer listener questions on key retirement planning topics. They discuss ...

Episode 206: Wills, Trusts, and the Caregiving Journey

In this episode of Retire With Style, Wade Pfau and Alex Murguia talk with Beth Pinsker, author of My Mother’s ...

Episode 205: Preparing for the Financial Side of Caregiving

In this episode of Retire With Style, Wade and Alex talk with Beth Pinsker, author of My Mother’s Money, about ...

Episode 204: How Your Retirement Style Shapes Your Social Security Strategy

In this episode, Alex and Wade unpack the complexities of Social Security claiming strategies, weighing the benefits of delaying versus ...

Episode 203: OBBBA and You, Part 3: Building, Passing, and Protecting Wealth Under OBBBA

This is the third and final installment of our discussion with Brett Layton, which explores key updates to tax laws, ...

Episode 202: OBBBA and You, Part 2: The Deductions That Could Change Your Tax Bill

The conversation explores key tax topics, including below-the-line deductions, charitable contributions, mortgage insurance deductions, gambling taxes, and the taxation of ...

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