Category: Podcast

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 Leyton to ...

Episode 200 Celebration

Welcome to a milestone episode of Retire With Style! In this celebratory 200th installment, Wade and Alex take a break ...

Episode 199: Beyond the Numbers: Planning for Life, Not Just Finances

In part two of their conversation, financial advisors Alex Murguia and Dan Haylett explore the challenges of financial advising, focusing ...

Episode 198: Beyond the Numbers: The Human Side of Retirement

In part one of their conversation with Dan Haylett, Wade Pfau and Alex Murguia explore the human side of retirement ...

Episode 197: RWS Live! With Bill Bengen: Part 2

In this conversation, Wade Pfau, Alex Murguia and Bill Bengen discuss various aspects of retirement planning, focusing on risk management, ...

Episode 196: RWS Live! With Bill Bengen: Part 1

In this live Q&A session, Wade Pfau, Alex Murguia, and Bill Bengen discuss the intricacies of safe withdrawal rates in ...

Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen

In this episode of Retire with Style, Wade Pfau and Alex Murguia talk with William Bengen, pioneer of the 4% rule ...

Episode 194: RWS Live! Rethinking Retirement: Inflation, Annuities, and Roth Conversions

In this conversation, Alex Murguia and Wade Pfau explore strategies for retirement planning, including hedging against inflation, using break-even analysis ...

Episode 193: RWS Live!: From Tontines to ETFs: Exploring Innovative Retirement Solutions

In this conversation, Wade Pfau and Alex Murguia discuss retirement planning topics including market downturns, buffer assets, demographic trends, and ...

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