Retire With Style
The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with.
Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement planning.
- Update frequency
- every 7 days
- Average duration
- 44 minutes
- Episodes
- 111
- Years Active
- 2023 - 2025
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 and market v…
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 evaluatin…
Episode 193: RWS Live!: From Tontines to ETFs: Exploring Innovative Retirement Solutions
In this conversation, Wade Pfau and Alex Murguia discuss retirement planning topics including market downturns, buffer assets, demographic trends, and emerging products like tontines and buffered ETF…
Episode 192- Beyond The 4% Rule
In this episode of Retire with Style, Alex Murguia and Wade Pfau dive into key retirement planning topics, including sequence risk, the 4% rule, withdrawal strategies, and bond yields. They highlight…
Episode 191: From Cash to HELOCs What’s in Your Buffer Toolbox
In this episode of Retire with Style, Alex Murguia and Wade Pfau explore how buffer assets can help manage sequence risk in retirement. They discuss different types of buffer assets—including cash, h…
Episode 190- Buffer Assets, Bad Timing, and Better Plans
In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau explore how to manage sequence of returns risk in retirement. They break down four key strategies: spending conservatively, stay…
Episode 189: Gold Is Shiny- But Is It Smart?
In this episode of Retire with Style, Wade Pfau and Alex Murguia tackle listener questions on a range of financial topics, including gold’s volatility, alternative investments, and how to measure ret…
Episode 188: Are TIPS the Retirement Safety Net You’ve Been Missing?
In this episode of Retire with Style, Alex Murguia and Wade Pfau explore Treasury Inflation-Protected Securities (TIPS) and their role in retirement planning. They cover the history of TIPS, their ta…
Episode 187: Couples, Roths, and SPIAs- Oh My!
In this episode of Retire with Style, Alex Murguia and Wade Pfau explore key retirement planning strategies, including how couples can optimize Social Security benefits, what to do with surplus funds…
Episode 186: How to Build a Retirement Plan That Lasts (and Saves on Taxes)
In this episode of Retire with Style, Alex Murguia and Wade Pfau answer listener questions on retirement planning for high earners. They explore tax strategies like Roth conversions and qualified cha…
Episode 185: Retire with Style Live Q&A
In this live Q&A session, Alex Murguia and Wade Pfau answer questions on key aspects of retirement income planning, including withdrawal strategies, the 4% rule, tax considerations, and the role of f…
Episode 184: Can Tech Replace Your Financial Advisor?
In this episode of Retire with Style, Wade Pfau and Alex Murguia talk with John Manganaro, senior reporter at ThinkAdvisor, about the shifting landscape of retirement income planning. They explore ho…
Episode 183: Retire Smarter, Not Harder
In this episode of Retire with Style, Alex Murguia and Wade Pfau explore the key elements of comprehensive retirement planning. They discuss the importance of understanding your financial goals, work…
Episode 182: When Disaster Strikes… Should You Invest?
In this episode of Retire with Style, Wade Pfau and Alex Murguia explore alternative investments with a focus on natural resources, commodities, and catastrophe bonds. They break down the strategies …
Episode 181: Bricks, Mortar and Retirement
In this episode of Retire with Style, Wade Pfau and Alex Murguia explore real assets- focusing on real estate and infrastructure- and their role in retirement portfolios. They discuss the pros and co…
Episode 180: The Secret Life of Private Investments
In this episode of Retire with Style, Wade Pfau and Alex Murguia explore the world of alternative investments, with a focus on private equity and private credit. They discuss what it means to be an a…
Episode 179: Forecasts, Futures, and Funds: Inside the Hedge Fund Playbook
In this episode of Retire with Style, Wade Pfau and Alex Murguia explore the complex world of hedge funds, focusing on strategies like global macro, event-driven, and managed futures. They explain th…
Episode 178: Hedging Your Bets in Retirement: What You Should Know
In this episode, Wade and Alex explore the world of hedge funds—what they are, how they’re structured, and how they’ve evolved from simple hedging tools into complex investment vehicles. They break d…
Episode 177: Winning the Loser’s Game: A Look at Alternative Investments
In this episode of Retire with Style, Dr. Wade Pfau and Dr. Alex Murguia explore the evolving world of alternative investments and their potential role in retirement planning. They discuss the concep…
Episode 176: Strategic Retirement Planning: Q&A on Income, Taxes, and Investments
In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau tackle a range of financial planning questions in a lively Q&A session. They explore Social Security strategies, the role of sin…