Category: Financial Planning

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 ...

Episode 221: What Actually Counts As Long-Term Care?

In this episode of Retire With Style, Wade Pfau and Alex Murguia introduce the fundamentals of long-term care planning as ...

Episode 220: Why Your Health Insurance Stops Working at 65

In this episode of Retire With Style, Wade Pfau and Alex Murguia walk through what actually happens when you enroll in ...

Episode 219: Medicare is Confusing: Here’s How to Make Sense of It

Medicare is one of the most confusing parts of retirement planning. In this episode, Alex and Wade break down the ...

Episode 218: Is Social Security Really Running Out? What the 2026 Numbers Show

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, ...

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