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Retire With Style
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Episode 238: SpaceX, Mega-IPOs, and Indexing: When to Buy, When to Wait
In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia dive into the implications of the SpaceX IPO, ...
Episode 237: Should You Spend Your HSA or Let it Grow?
In this episode of ‘Retire with Style’, Alex Murguia and Wade Pfau dive into tax planning strategies, focusing on Roth conversions, effective marginal tax rates, and withdrawal strategies for retirement. ...
Episode 236: Are Annuities Better than Bonds in Retirement?
In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau address various listener questions regarding retirement planning. They discuss the implications of long-term care and Medicaid, explore ...
Episode 235: Are Stocks Enough to Protect You From Inflation?
In this episode of Retire with Style, Wade Pfau and Alex Murguia continue to answer listener questions, including how stocks perform during inflationary periods, whether equity investments can be viewed ...
Episode 234: Cash in Retirement: When to Hold It, When to Invest It
In this final part of the Retire With Style Live Q&A, Wade Pfau and Alex Murguia answer a wide range of retirement planning questions covering annuities and life insurance surrender ...
Episode 233: Should You Worry About Social Security Running Out?
In Part 2 of this Live listener Q&A episode, Wade Pfau and Alex Murguia tackle several retirement planning topics, including Social Security claiming strategies for spouses with age differences, how ...
Episode 232: Is 4.7% the New Safe Withdrawal Rate?
In Part 1 of this live Q&A episode of Retire With Style, Wade Pfau and Alex Murguia answer listener questions covering reverse mortgages, retirement withdrawal rates, Roth conversion strategies, tax-efficient ...
Episode 231: Why Financial Planning Alone Won’t Prepare You for Retirement
In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia discuss the non-financial aspects of retirement with Jason Rizkallah. They explore how relationships change during retirement, the importance ...
Episode 230: Are You Emotionally Ready for Retirement? Beyond the Financial Plan
This episode of Retire With Style explores the non-financial aspects of retirement, focusing on how retirees can build purpose, identity, and fulfillment beyond just having enough money. Wade Pfau, Alex ...
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 legacy and estate considerations are incorporated into the retirement planning ...
Episode 228: Is Your Family Prepared If Something Happens To You?
In this episode of Retire With Style, Wade Pfau and Alex Murguia walk through the foundational elements of estate, legacy, and incapacity planning from Chapter 11 of the Retirement Planning ...
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 how small increases in income can trigger disproportionately large financial ...
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 part of retirement strategy. They discuss the importance of asset ...
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.