Category: Podcast

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 ...

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, ...

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 ...

Keep up to date with our newsletter