Category: Questions and Answers

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 233: Should You Worry About Social Security Running Out?

In Part 2 of this Live listener Q&A episode, Wade Pfau and Alex Murguia tackle several retirement planning topics, including ...

Episode 232: Is 4.7% the New Safe Withdrawal Rate?

In Part 1 of this live Q&A episode of Retire With Style, Wade Pfau and Alex Murguia answer listener questions ...

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 Is Actually the Right Call

In this episode of Retire With Style, Alex and Wade discuss the nuances of the 4% rule and why it ...

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