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Episode 169: The Importance of Your Planning Assumptions: Part 1
- Trevor
In this episode, Alex and Wade are joined by Brian Bass from McLean Asset Management to discuss the complexities of ...

Episode 168: Funded Ratio vs. Monte Carlo: Which is Better?
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau discuss the importance of understanding the funded ratio in retirement planning. They explore how the funded ratio ...

Episode 167: Navigating Retirement Goals: The Four L’s
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into the intricacies of financial planning for retirement. They introduce the concept of a financial planning ...

Episode 166: Mastering Your Financial Future: A Framework for Success
In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia discuss the importance of having a structured financial planning framework, especially in the context of retirement. They explore ...

Episode 165: Tax Planning Essentials for Retirees
In this episode of ‘Retire With Style’, hosts Alex Murguia and Wade Pfau delve into the intricacies of tax planning for retirement. They introduce the Retirement Income Challenge, discuss the ...

Episode 164: Investment Insights: What 2024 Has Taught Us
In this episode, Wade Pfau and Alex Murguia review 2024, focusing on the discrepancies between market predictions and actual outcomes. They discuss the impact of prognostications on investment decisions and ...

Episode 163: 2025 Retirement Planning Guidebook Updates
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau discuss significant updates in retirement planning for 2025, including changes to Medicare Part D, Social Security benefits, ...

Episode 162: Retire with Style Live (not really) Q&A: Part 6
In this episode of ‘Retire with Style’, hosts Wade Pfau and Alex Murguia, are joined by Jason Rizkallah from McLean Asset Management. They continue answering your critical questions surrounding retirement ...

Episode 161: Retire with Style Live (not really) Q&A: Part 5
In this episode of ‘Retire with Style’, Alex Murguia and Wade Pfau continue answering your questions on various aspects of retirement planning, focusing on the importance of buffer assets, the ...

Episode 160: Retire with Style Live (not really) Q&A: Part 4
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau engage in a lively discussion about various financial strategies for retirement. They explore the differences between Health ...

Episode 159: Retire with Style Live (not really) Q&A Part 3
In this conversation, Wade Pfau and Alex Murguia discuss various aspects of retirement planning, focusing on withdrawal strategies, investment diversification, tax-efficient withdrawals, and the implications of the wash sale rule. ...

Episode 158: Retire with Style Live (not really) Q&A Part 2
In this episode of ‘Retire with Style’ Alex and Wade continue answering your questions about the various aspects of retirement planning. Their conversation focuses on the implications of the Secure ...

Episode 157: Retire with Style Live (not really) Q&A Part 1
In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia tackle a variety of questions related to retirement planning, including the necessity of international stocks, the implications of ...
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.