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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
Election
Stock Market
Effective Marginal Tax Rate
Retirement Income
Survivor Benefits
Delayed Retirement Credits
Spousal Benefits
Medicare
Annuities

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

PublishesWeeklyEpisodes100Founded4 years ago
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InvestingEducationHow ToBusiness

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Artwork for Retire With Style

Latest Episodes

In this conversation, Wade discusses the essential financial goals of retirement, encapsulated in the concept of the four L's: longevity, lifestyle, legacy, and liquidity. He emphasizes the importance of assessing financial preparedness through the f... more

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Audio Quality Notice:

Please note that this episode contains some technical audio issues affecting portions of the recording. While we’ve made every effort to improve the sound quality, some disruptions may remain. For clarity, full transcripts and ... more

YouTube

In this episode of Retire with Style, Wade Pfau and Alex Murguia break down key concepts in retirement income planning, including present value, discount rates, and internal rates of return. They explain how these tools apply to real-world decisions ... more

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 tax rates, and updates to standard deductions. They cover inflation-related ad... more

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Recent Guests

Daniel Crosby
Chief Behavioral Officer at Orion and author of The Soul of Wealth
Orion
Episode: [Best of 2025 Repost] Episode 174 The Psychology of Investing Understanding Market Reactions
Beth Pinsker
Personal finance journalist and author of My Mother's Money, A Guide to Financial Caregiving
MarketWatch
Episode: Episode 205: Preparing for the Financial Side of Caregiving
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?

Hosts

Wade Pfau
Co-host and retirement researcher with extensive expertise in retirement planning and income strategies.
Alex Murguia
Co-host and financial advisor with a focus on retirement research, providing insights into various aspects of retirement planning.

Reviews

4.0 out of 5 stars from 219 ratings
  • Intelligent, research based ideas about retirement

    Makes me think how my Retirement Style is important to understand and the strategies that might work best with that style

    Apple Podcasts
    5
    Mick J
    United States2 months ago
  • 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 States3 months ago
  • Talking at people

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

    Apple Podcasts
    1
    Katie Dubs
    United States3 months 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 States3 months 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 States4 months ago

Listeners Say

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

The banter between the hosts is appreciated by many, adding a lighthearted touch to complex topics. Others feel it detracts from the main content.
Effective at explaining intricate retirement strategies and issues, offering practical advice and relatable discussions.
Hosts are knowledgeable and provide valuable insights into retirement planning, but some listeners find the style distracting.

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 212: There Is No “Best” Retirement Plan: How to Choose What Actually Works
Q: What are some strategies for maintaining a sustainable withdrawal rate?
Implementing flexible spending strategies, adjusting for market conditions, and taking into account your individual retirement goals can help maintain a sustainable withdrawal rate.
Episode 212: There Is No “Best” Retirement Plan: How to Choose What Actually Works
Q: How can you tell if you're on track for retirement financially?
By quantifying your financial preparedness through a funded ratio assessment, looking at your assets versus liabilities to determine if you're adequately funded for retirement.
Episode 212: There Is No “Best” Retirement Plan: How to Choose What Actually Works
Q: What should someone consider when approaching the Retirement Planning Guidebook?
Understand your retirement income style and how it aligns with your personal preferences and financial goals.
[Best of 2025 Repost] Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen
Q: What is a reasonable withdrawal rate today given the market conditions?
A withdrawal rate of about 5.5% seems reasonable although cautious due to high market valuations and uncertain inflation.
Episode 209: Your TIPS Questions Answered: Inflation Protection, Interest Rates, and Retirement Income
Q: Is there another way to get guaranteed inflation-adjusted income?
Yes, delaying Social Security is a great way to secure inflation-adjusted income in the form of a higher payout later on, which can be supported by a TIPS ladder.

Audience Metrics

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

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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?

Focused on retirement income planning, this podcast offers listeners insights into crafting personalized financial strategies tailored to individual needs and personalities. The hosts guide discussions around complex topics such as retirement spending, tax strategies, estate planning, and the emotional aspects of retirement, aiming to demystify financial jargon and provide accessible guidance for listeners navigating their retirement journeys. Unique to this series is the incorporation of listener questions and expert guest insights, enriching the dialogue and allowing for a variety of perspectives on planning for retirement.

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How many listeners does Retire With Style get?

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How many subscribers and views does Retire With Style have?

To see how many followers or subscribers Retire With Style has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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 Answer Man
3. Retirement Planning Education, with Andy Panko
4. Retirement Starts Today
5. Stay Wealthy Retirement Podcast

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.

How do I contact Retire With Style?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Retire With Style?

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What guests have appeared on Retire With Style?

Recent guests on Retire With Style include:

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

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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