Category: Financial Planning

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 ...

Episode 201: OBBBA and You: How the “One Big Beautiful Bill” Reshapes Retirement Taxes

In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau are joined by CPA Brett Layton to ...

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, ...

Keep up to date with our newsletter