Category: Podcast

Episode 231: Why Financial Planning Alone Won’t Prepare You for Retirement

In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia discuss the non-financial aspects of retirement with Jason ...

Episode 230: Are You Emotionally Ready for Retirement? Beyond the Financial Plan

This episode of Retire With Style explores the non-financial aspects of retirement, focusing on how retirees can build purpose, identity, ...

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 228: Is Your Family Prepared If Something Happens To You?

In this episode of Retire With Style, Wade Pfau and Alex Murguia walk through the foundational elements of estate, legacy, ...

Episode 227: Can $1 Really Cost You $20,000 in Retirement? How to Avoid Tax Cliffs

In this episode of Retire with Style, Wade and Alex continue their discussion of retirement tax pitfalls. They focus on ...

Episode 226: 5 Tax Planning Mistakes That Can Reduce Your Retirement Income

In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia delve into the intricacies of tax planning as ...

Episode 225: 3 Tax Strategies to Improve Retirement Income Efficiency

This week on Retire with Style, Alex and Wade focus on how retirees can improve tax efficiency to maximize after-tax ...

Episode 224: Reverse Mortgages: Misunderstood or Misused?

In this episode, Wade Pfau and Alex Murguia revisit reverse mortgages and explain why they are often misunderstood in retirement ...

Episode 223: Downsizing in Retirement: When to Sell, When to Stay

In this episode of Retire with Style, Wade and Alex continue the breakdown of the  Retirement Planning Guidebook Third Edition. ...

Episode 222: Do You Actually Need Long-Term Care Insurance in Retirement?

This episode continues the long-term care discussion by breaking down how long-term care insurance actually works, including benefit structures, coverage ...

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