In this episode, Wade Pfau and Alex Murguia review 2024, focusing on the discrepancies between market predictions and actual outcomes. They discuss the impact of prognostications on investment decisions and
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau discuss significant updates in retirement planning for 2025, including changes to Medicare Part D, Social Security benefits,
In this episode of ‘Retire with Style’, hosts Wade Pfau and Alex Murguia, are joined by Jason Rizkallah from McLean Asset Management. They continue answering your critical questions surrounding retirement
In this episode of ‘Retire with Style’, Alex Murguia and Wade Pfau continue answering your questions on various aspects of retirement planning, focusing on the importance of buffer assets, the
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau engage in a lively discussion about various financial strategies for retirement. They explore the differences between Health
In this conversation, Wade Pfau and Alex Murguia discuss various aspects of retirement planning, focusing on withdrawal strategies, investment diversification, tax-efficient withdrawals, and the implications of the wash sale rule.
In this episode of ‘Retire with Style’ Alex and Wade continue answering your questions about the various aspects of retirement planning. Their conversation focuses on the implications of the Secure
In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia tackle a variety of questions related to retirement planning, including the necessity of international stocks, the implications of
In this episode, Wade and Alex welcome Jason Fichtner to discuss the evolving landscape of retirement income. They explore consumer perspectives on retirement, the importance of protected income strategies, and
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into the complexities of Roth conversions, discussing strategies, constraints, and the importance of diversified accounts. They
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