Category: Retirement Planning

Episode 223: The Truth About Downsizing in Retirement

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

Episode 222: Is Long-Term Care Insurance Worth It Anymore?

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

Episode 213: Retirement Without The Guesswork: The 4 L’s and Funded Ratio Strategy

In this conversation, Wade discusses the essential financial goals of retirement, encapsulated in the concept of the four L’s: longevity, ...

Episode 212: There Is No “Best” Retirement Plan: How to Choose What Actually Works

Audio Quality Notice:Please note that this episode contains some technical audio issues affecting portions of the recording. While we’ve made ...

[Best of 2025 Repost] Episode 174 The Psychology of Investing Understanding Market Reactions

As we close out 2025 and head into the New Year, we’re sharing one final Best of episode before returning ...

[Best of 2025 Repost] Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen

As the year comes to a close, we’re taking a moment to revisit a few of our favorite Retire With ...

Episode 209: Your TIPS Questions Answered: Inflation Protection, Interest Rates, and Retirement Income

In this episode of Retire with Style, Wade Pfau and Alex Murguia explore how Treasury Inflation Protected Securities, or TIPS, ...

Episode 208: Your Retirement Spending Questions Answered: The 4 Percent Rule, Sequence Risk, and Glide Paths

In this episode of Retire With Style, Alex Murguia and Wade Pfau explore core themes in retirement planning, including the ...

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 ...

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