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 100: YouTube Live Q&A w/ Bob French (Part 1)
It's an occasion to celebrate! This 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…
Episode 99: Time Segmentation as a Retirement Income Strategy
In today's episode, Wade and Alex begin their arc on Time Segmentation (i.e., Bucketing) as part of a viable retirement income strategy within the RISA® framework. To start off, we discuss the pros a…
Episode 98: RISA® Styles and Inflation Management
This week we finish our inflation quadrilogy with Bob French of Retirement Researcher. In previous episodes, we have talked about the different tools at our disposal to deal with inflation, but now w…
Episode 97: Using Reliable Income to Manage Inflation
This week on Retire With Style, Wade and Alex are joined (yet again) by Bob French, of Retirement Researcher, to look at how you can use reliable income sources (even beyond your Social Security bene…
Episode 96: Using Investments to Manage Inflation
In today's episode, Bob French joins Alex and Wade again to continue their conversation on managing inflation and it's effects on your retirement income plan. This week they look at how you can use y…
Episode 95: Understanding Inflation
Wade and Alex are joined by Bob French, of Retirement Researcher, to talk about inflation. Inflation is one of the biggest risks that retirees face, so it's important to understand what inflation act…
Episode 94: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you - Part3.
Alex and Ryan continue to discuss McLean’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and to existing clients at least once a year. The ADV Part 2 serves as you…
Episode 93: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you - Part 2.
Alex and Ryan continue to discuss McLean’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and to existing clients at least once a year. The ADV Part 2 serves as you…
Episode 92: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you - Part 1.
In today's episode, Alex and Ryan discuss McLean Asset Management's ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and existing clients at least once a year. The AD…
Episode 91: RISA® in Action: How advisors can supercharge their practice in our upcoming RISA® Masterclass for Advisors.
During this special LinkedIn Live episode, Alex and Wade are joined by Intention.ly’s Meghan Richter as they describe the upcoming 3-day Retirement Income Masterclass for Advisors.
Don’t miss your c…
Episode 90: Defining the different types of Financial Professionals and the custody of your assets
In this episode, we begin our arc on becoming an informed consumer of Financial Advice. Alex brings in Ryan Walter, our actual Compliance Attorney for McLean Asset Management and Retirement Researche…