Category: Reverse Mortgages

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

May 5, 2026

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

April 28, 2026

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

April 21, 2026

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?

April 14, 2026

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

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