Category: Retirement Planning

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 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 ...

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 ...

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