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Episode 211: The Math Behind Retirement Decisions (and Why It Matters)
In this episode of Retire with Style, Wade Pfau and Alex Murguia break down key concepts in retirement income planning, ...
Episode 210: Navigating Tax Changes for 2026
In this episode of Retire with Style, Alex and Wade break down the key tax changes coming in 2026, including the return of standard ACA subsidies, the extension of current ...
[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 with new conversations in January. This week’s replay is Alex’s ...
[Best of 2025 Repost] Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen
As the year comes to a close, we’re taking a moment to revisit a few of our favorite Retire With Style episodes from 2025. This week, we’re replaying one episode ...
Episode 209: Your TIPS Questions Answered: Inflation Protection, Interest Rates, and Retirement Income
In this episode of Retire with Style, Wade Pfau and Alex Murguia explore how Treasury Inflation Protected Securities, or TIPS, fit into a retirement income plan. They discuss when it ...
Episode 208: Your Retirement Spending Questions Answered: The 4 Percent Rule, Sequence Risk, and Glide Paths
In this episode of Retire With Style, Alex Murguia and Wade Pfau explore core themes in retirement planning, including the 4 percent rule, sequence of returns risk, and how to ...
Episode 207: Your Tax Questions Answered: 401(k)s, Roth Conversions, and RMDs
In this episode of Retire With Style, Alex and Wade answer listener questions on key retirement planning topics. They discuss penalty-free withdrawals from 401(k)s, the role of Roth conversions for ...
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 Money, about the practical and emotional realities of financial caregiving ...
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 ...
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.