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Artwork for Retire With Style

Retire With Style

Wade Pfau & Alex Murguia
Retirement Planning
Social Security
Long-Term Care Insurance
Long-Term Care
Medicaid
Tax Planning
Investment Strategies
Retirement Income Styles
Financial Advice
Retirement Risks
Continuing Care Retirement Communities
Stock Market
Effective Marginal Tax Rate
Retirement Income
Survivor Benefits
Spousal Benefits
Delayed Retirement Credits
Medicare
Annuities
Financial Planning

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.co... more

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Artwork for Retire With Style

Latest Episodes

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 balance discretionary and essential spending. They discuss how these facto... more

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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 both younger savers and retirees, and the distinctio... more

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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 and estate settlement. They discuss why clear documentation matt... more

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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 her mother’s finances during a health crisis, underscoring the v... more

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Recent Guests

Beth Pinsker
Author of My Mother's Money, A Guide to Financial Caregiving
Episode: Episode 206: Wills, Trusts, and the Caregiving Journey
Brett Layton
Guest expert discussing tax implications and planning strategies
Episode: Episode 203: OBBBA and You, Part 3: Building, Passing, and Protecting Wealth Under OBBBA
Brett Leyton
CPA with a Masters in Taxation and a member of the Retirement Researcher Academy
Episode: Episode 201: OBBBA and You: How the “One Big Beautiful Bill” Reshapes Retirement Taxes
Dan Haylett
Retirement coach and financial planner, host of the Humans Versus Retirement podcast
Episode: Episode 198: Beyond the Numbers: The Human Side of Retirement
Bill Bengen
Creator of the 4% rule and author of A Richer Retirement
Author
Episode: Episode 196: RWS Live! With Bill Bengen: Part 1
Alex Murguia
Co-host of Retire With Style
Retire With Style Podcast
Episode: Episode 196: RWS Live! With Bill Bengen: Part 1
William Bengen
Key thought leader in retirement income planning
Episode: Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen
John Manganaro
Senior reporter for ThinkAdvisor covering retirement income planning and financial technology.
ThinkAdvisor
Episode: Episode 184: Can Tech Replace Your Financial Advisor?
Dr. Daniel Crosby
Psychologist and author specializing in behavioral finance, known for his focus on the intersection of money and happiness.
Episode: Episode 175: Can Money Buy Happiness in Retirement?

Hosts

Wade Pfau
Co-host of a retirement planning podcast, Principal of McLean Asset Management and a well-regarded retirement researcher.
Alex Murguia
Co-host of a retirement planning podcast, Principal at McLean Asset Management and a respected retirement researcher.

Reviews

4.0 out of 5 stars from 215 ratings
  • Difficult, annoying listen

    Contains some good content but it seems like Alex and Wade value their own relationship than their relationships with the listeners. Maybe an editor would be helpful so they can enjoy making the podcast without burdening the listener with chatty and at times offensive content.

    Apple Podcasts
    2
    Thera1
    United Statesa month ago
  • Talking at people

    Stop talking like your audience is other financial planners. Speak plainly.

    Apple Podcasts
    1
    Katie Dubs
    United Statesa month ago
  • Retirement wisdom with laughs, logic, and a little pickleball

    If Einstein and a stand-up comic teamed up to talk retirement, you’d get Wade Pfau. The man’s a walking encyclopedia of retirement strategies who somehow makes annuities sound like an adventure.

    Then there’s Alex Murguia — equally sharp, hilarious, and apparently a certified Pickleball Jedi. Together they turn topics like safe withdrawal rates and sequence-of-returns risk into something I actually look forward to each week.

    The show is informative, digestible, entertaining, and downright insig... more

    Apple Podcasts
    5
    ChefRichO
    United Statesa month ago
  • Episode 200!

    This episode was absolutely hilarious! The reading of the reviews might have been my favorite part. Wade, you’re a class act. Alex, you’re very insightful and (I must admit) HILARIOUS! Keep it up!

    Apple Podcasts
    5
    Dimmy89037
    United States2 months ago
  • Great podcast

    I really enjoy this. I am retired and wish I would have discovered it ten years before I retired. I relate to Alex’s humor and enjoy both hosts.

    Apple Podcasts
    5
    Sen Cit K
    United States5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Feedback highlights a strong interest in the hosts' expertise, with listeners acknowledging Wade's substantial knowledge on retirement income planning.
Overall, audiences appreciate the depth of content provided by the hosts, especially when it comes to tailored retirement strategies.
A number of testimonials commend the unique angles discussed in the episodes, underscoring how practical and actionable advice is shared.
Listeners express appreciation for the Q&A format as it provides direct engagement with their specific financial questions.
Some concerns have been raised regarding the dynamic between the hosts, particularly the delivery style and interaction, with calls for a more balanced conversation focused on the content.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Episode 207: Your Tax Questions Answered: 401(k)s, Roth Conversions, and RMDs
Q: What do demographic trends and tax trends mean to equities and interest rates over the next 20 to 30 years?
The market already knows this; the best thing you could do is consistently diversify your portfolio across asset classes that have expected rates of return.
Episode 207: Your Tax Questions Answered: 401(k)s, Roth Conversions, and RMDs
Q: Is it worth doing Roth conversions now considering there isn't a large or any tax benefit?
You want to consider Roth conversions if you're going to get a tax benefit from it; if not, there's really no particular reason to do it.
Episode 207: Your Tax Questions Answered: 401(k)s, Roth Conversions, and RMDs
Q: If I leave B before 59 and a half, can I make penalty-free withdrawals from both A and B 401Ks, assuming he's still contributing to B?
Yes, if both plans allow the distributions, you could take distributions from both plans without penalty, given that you're over 55 when you left.
Episode 204: How Your Retirement Style Shapes Your Social Security Strategy
Q: What's the case for delaying Social Security?
Delaying Social Security provides inflation-adjusted lifetime income, manages longevity risk, and increases survivor benefits for spouses.
Episode 197: RWS Live! With Bill Bengen: Part 2
Q: Does Bill think that the sequence of returns risk starts to reduce after the first five to seven years?
Yes, he believes the first 10 years of retirement are critical and that early market performance can significantly impact overall retirement outcomes.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Retire With Style

What is Retire With Style about and what kind of topics does it cover?

The content focuses primarily on retirement planning and strategies, emphasizing the significance of understanding one's unique retirement income personality. Hosts explore a broad range of relevant topics, including withdrawal strategies, asset allocation, tax planning, and the implications of economic fluctuations such as inflation. Notably, a unique feature of the discussions is the recurring emphasis on personalized financial solutions, allowing individuals to tailor their plans to better align with their financial goals and preferences. The integration of interactive elements, such as live Q&A sessions and listener-driven inquiries, adds a dynamic aspect to the learning experience, encouraging engagement from the audience. This approac... more

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Which podcasts are similar to Retire With Style?

These podcasts share a similar audience with Retire With Style:

1. The Retirement and IRA Show
2. Retirement Planning Education, with Andy Panko
3. Big Picture Retirement®
4. Retirement Answer Man
5. Retirement Starts Today

How many episodes of Retire With Style are there?

Retire With Style launched 4 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Retire With Style?

Recent guests on Retire With Style include:

1. Beth Pinsker
2. Brett Layton
3. Brett Leyton
4. Dan Haylett
5. Bill Bengen
6. Alex Murguia
7. William Bengen
8. John Manganaro

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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