Category: Financial Planning

Episode 245: Retirement Withdrawals: When to Use Your Portfolio, When to Use a Buffer

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau discuss various aspects of retirement planning, including ...

Episode 244: Why Being Safety-First Doesn’t Mean You Need an Annuity

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau discuss various aspects of retirement planning, including ...

Episode 243: Why Annuities Aren’t Really Investments

In this episode of ‘Retire with Style’, Alex Murguia and Wade Pfau dive into various aspects of retirement In this ...

Episode 242: Why Playing It Safe in Retirement Can Actually Be Risky

In this episode of ‘Retire with Style’, Alex Murguia and Wade Pfau dive into various aspects of retirement planning, focusing ...

Episode 241: Can AI Build Your Retirement Withdrawal Strategy?

In this Q&A episode of Retire With Style, Alex and Wade tackle several questions about building and managing a retirement ...

Episode 237: Should You Spend Your HSA or Let it Grow?

In this episode of ‘Retire with Style’, Alex Murguia and Wade Pfau dive into tax planning strategies, focusing on Roth ...

Episode 236: Are Annuities Better than Bonds in Retirement?

In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau address various listener questions regarding retirement planning. ...

Episode 235: Are Stocks Enough to Protect You From Inflation?

In this episode of Retire with Style, Wade Pfau and Alex Murguia continue to answer listener questions, including how stocks ...

Episode 234: Cash in Retirement: When to Hold It, When to Invest It

In this final part of the Retire With Style Live Q&A, Wade Pfau and Alex Murguia answer a wide range ...

Episode 229: How to Leave More Wealth to Your Children After Taxes

This episode of Retire with Style continues the Retirement Planning Guidebook series by focusing on how tax planning changes when ...

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