Category: Retirement Planning

Episode 167: Navigating Retirement Goals: The Four L’s

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

Episode 166: Mastering Your Financial Future: A Framework for Success

In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia discuss the importance of having a structured financial ...

Episode 163: 2025 Retirement Planning Guidebook Updates

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau discuss significant updates in retirement planning for ...

Episode 156: Navigating The New Retirement Landscape

In this episode, Wade and Alex welcome Jason Fichtner to discuss the evolving landscape of retirement income. They explore consumer ...

Episode 155: Navigating Roth Conversions: Key Strategies and Insights

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into the complexities of Roth conversions, ...

Episode 154: The Financial Advisor’s Guide to Roth Conversions Part 2

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau, along with guest Rob Cordeau, continue their ...

Episode 153: The Financial Advisor’s Guide to Roth Conversions

In this episode, Alex Murguia and Wade Pfau are joined by Rob Cordeau to discuss the complexities and strategies surrounding ...

Episode 151: Financial Strategies for Early Retirement

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau with Jessica Wunder from McLean Asset Management ...

Episode 144: Understanding The Rules of RMDs

In this episode of ‘Retire with Style’, Alex and Wade delve into the intricacies of Required Minimum Distributions (RMDs). They ...

Episode 140: Are you ready for our Retirement Income Challenge? Join us as we begin next week.

The Retirement Income Challenge is a four-day event that helps individuals create a retirement income plan. Day one focuses on ...

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