Retire With Style Podcast

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.

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Recent Episodes

Episode 152: Navigating Holiday Money Talks

In this episode, hosts Wade Pfau and Alex Murguia engage with Dan Veto to discuss the complexities of money conversations that arise during the holiday season. They explore the concept

Episode 149: The Various Aspects of Tax Planning

In this episode of ‘Retire with Style’, Wade and Alex delve into various aspects of tax planning, focusing on strategies such as front-loading taxes, tax loss harvesting, and deduction bunching.

Episode 148: Tax-Efficient Income Stacking

In this episode of ‘Retire with Style’, Wade and Alex discuss the complexities of tax-efficient retirement planning, focusing on understanding preferential income, tax brackets, and the implications of additional income

Episode 146: The Concept of the ‘Tax Torpedo’

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into the concept of the ‘tax torpedo’, a phenomenon affecting the taxation of Social Security benefits.