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 115: Intro to Long-Term Care Planning
Episode 114: RWS Live (not really): Answering Your Safe Withdrawal Rate & Annuity Questions (Part 8)
Episode 113: RWS Live (not really): Answering Your RISA and Asset Allocation Questions (Part 7)
Episode 112: RWS Live (not really): Answering Your Reverse Mortgage Questions (Part 6)
Episode 111: RWS Live (not really): Answering Your Social Security Questions (Part 5)
Episode 110: RWS Live (not really): Answering Your Tax-Planning Questions (Part 4)
In this episode, Alex and Wade discuss various tax planning strategies for retirement. They announce a webinar on tax-efficient retirement distributions and highlight the importance of the Retirement…
Episode 109: RWS Live (not really): Answering Your Questions (Part 3)
Wade and Alex are back this week answering more of your questions! This week, we tackle retirement spending and withdrawal rates, the benefits of delaying Social Security and survivor benefits, the c…
Episode 108: RWS Live (not really): Answering Your Questions (Part 2)
This week on Retire With Style, we are back to continue working through your questions! Wade and Alex tackle another array of topics including pros and cons of Deferred Annuities, couples retiring at…
Episode 107: RWS Live: New Years Q&A (Part 1)
This week on a special YouTube Live episode of Retire With Style, Wade and Alex are skipping the small talk to take on some of the questions you submitted over the last week. We cover a range of topi…
[Best of 2023 Repost] Ep 63: Should I Wait or Should I Go - A Look at Arguments For and Against Delaying Social Security Claiming
Well - looks like Alex and Wade have had a little more fun than expected on New Year's, so let's cozy up next to the fire and throwback to one of our favorite topics - Social Security claiming strate…
[Best of 2023 Repost] Ep.53: How do the Financial Markets Work?
With the New Year coming up quick, we wanted to highlight some of our best episodes to round out 2023. And we've saved the best for last! This week we'll be revisiting our conversation about how the …
[Best of 2023 Repost] Ep. 60: The Retirement Planning Guidebook- Helping you find the path to a great retirement
With the New Year coming up quick, we wanted to highlight some of our best episodes to round out 2023. This week we'll be revisiting our conversation about the release of the 2nd Edition of Wade's Re…
[Best of 2023 Repost] Ep. 65 The Ins, Outs, and everything in between of Social Security Claiming Strategies with Mary Beth Franklin
With the New Year coming up quick, we wanted to highlight some of our best episodes to round out 2023. This week we'll be revisiting our conversation with Mary Beth Franklin on Social Security claimi…
Episode 106: A reimagined approach to funding retirement income.
In this episode we sit down with Rebecca Meskin & Cara Reisman from Blackrock to discuss a paper we collaborated on; A reimagined approach to funding retirement income: Defining individual styles and…
Episode 105: Managing Taxes in Retirement using the Effective Marginal Tax Rate
Tax planning is the topic du jour for this week, as Wade and Alex discuss a recent article from Advisor Perspectives that Wade wrote with Joe Elsasser from Covisum. Wade describes the effective margi…
Episode 104: Year End Planning Considerations
Wade and Alex discuss with Rob Cordeau, CFP®, RICP®, CHFC®, the most frequently dealt with year-end planning topics that he discusses with clients. As we near the end of year, there are various deadl…
Episode 103: Using RISA® Framework to find the right retirement plan strategy between spouses
In today's episode, we discuss how married couples frequently do not have the same retirement income style and how the RISA® Framework is used to identify solutions so that both individuals can feel …
Episode 102: Practical Implementation of Time Segmentation with Rob Cordeau
On today's episode, Alex and Wade are joined by Rob Cordeau, CFP, RICP, ChFC, who is the Managing Director of Wealth Management at McLean Asset Management. He shares insights into how Time Segmentati…
Episode 101: Uncovering How Time Segmentation Actually Works
Critics of Time Segmentation and bucketing have questioned whether there is any there, there. A big part of this relates to how Time Segmentation methods decide when to re-fill the short-term spendin…
Episode 100: YouTube Live Q&A w/ Bob French (Part 2)
Last week on Retire With Style, we decided to do something a bit special to celebrate this major milestone of 100 episodes and we invited our frequent flyer, Bob French along for the ride. We hosted …