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Episode 206: Wills, Trusts, and the Caregiving Journey
In this episode of Retire With Style, Wade Pfau and Alex Murguia talk with Beth Pinsker, author of My Mother’s ...
Episode 205: Preparing for the Financial Side of Caregiving
In this episode of Retire With Style, Wade and Alex talk with Beth Pinsker, author of My Mother’s Money, about the realities of financial caregiving. Beth shares her experience managing ...
Episode 204: How Your Retirement Style Shapes Your Social Security Strategy
In this episode, Alex and Wade unpack the complexities of Social Security claiming strategies, weighing the benefits of delaying versus claiming early. They examine key financial considerations such as survivor ...
Episode 203: OBBBA and You, Part 3: Building, Passing, and Protecting Wealth Under OBBBA
This is the third and final installment of our discussion with Brett Layton, which explores key updates to tax laws, including estate tax limits, the alternative minimum tax, expanded uses ...
Episode 202: OBBBA and You, Part 2: The Deductions That Could Change Your Tax Bill
The conversation explores key tax topics, including below-the-line deductions, charitable contributions, mortgage insurance deductions, gambling taxes, and the taxation of Social Security benefits. It also discusses potential changes to Affordable ...
Episode 201: OBBBA and You: How the “One Big Beautiful Bill” Reshapes Retirement Taxes
In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau are joined by CPA Brett Layton to discuss the new tax provisions introduced in the One Big ...
Episode 200 Celebration
Welcome to a milestone episode of Retire With Style! In this celebratory 200th installment, Wade and Alex take a break from the usual deep dives into retirement planning to reflect ...
Episode 199: Beyond the Numbers: Planning for Life, Not Just Finances
In part two of their conversation, financial advisors Alex Murguia and Dan Haylett explore the challenges of financial advising, focusing on client objections, the importance of listening, and integrating emotional ...
Episode 198: Beyond the Numbers: The Human Side of Retirement
In part one of their conversation with Dan Haylett, Wade Pfau and Alex Murguia explore the human side of retirement planning. They emphasize that financial planning is only part of ...
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, asset allocation, and the implications of market conditions on withdrawal ...
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 retirement, focusing on the relevance of the 4% rule, the ...
Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen
In this episode of Retire with Style, Wade Pfau and Alex Murguia talk with William Bengen, pioneer of the 4% rule in retirement planning. They explore the rule’s evolution, how inflation ...
Episode 194: RWS Live! Rethinking Retirement: Inflation, Annuities, and Roth Conversions
In this conversation, Alex Murguia and Wade Pfau explore strategies for retirement planning, including hedging against inflation, using break-even analysis in Social Security decisions, and evaluating annuities for retirement income. ...
What Pickleball can teach us
about retirement…hear us out!
RISA® | 24 November 2024
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
What Pickleball can teach us
about retirement…hear us out!
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
What Pickleball can teach us
about retirement…hear us out!
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.