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Episode 157: Retire with Style Live (not really) Q&A Part 1
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
Recent Episodes
Episode 52: How do large institutions think about helping you develop a retirement income paycheck?
This week, Wade and Alex welcome Tamiko Toland. As one of the leaders in the retirement income space and Head of Lifetime Income Strategy and Market Intelligence for TIAA, we
Episode 51: Should You Claim Your Social Security Benefits Early?
Social Security forms the foundation of most American’s retirements. And deciding when to claim those benefits is hugely important. This week, Wade is joined by friend of the show, Bob
Episode 50: Navigating the Retirement Income Dashboard
On this week’s episode, Alex and Wade walk through the Retirement Income Dashboard, which is something Wade created for Retirement Researcher in 2015. It provides benchmarks and a starting point
Episode 49: 2023 Markets in Review
In this episode, we talk with special guest, Bob French, about what happened in the financial markets in 2022 – and some of the things that you should be thinking
Episode 48: How contractual income solutions fit in a fee-only world?
In this episode, we talk to David Lau, a RISA® Advisory Board member. David is the Founder and CEO of DPL Financial Partners. DPL helps advisors and their clients find
Episode 47: The Technology That Takes Care of Advisors So They Can Take Care Of You
In this episode, Wade and Alex welcome Ryan Beach. Ryan is President of Orion Wealth Management and helps lead their overall efforts. Orion is the leading wealth management software for
Episode 46: The Marketing of Financial Advice – How To Separate The Wheat From The Chaff
In this episode, Wade and Alex welcome Kelly Waltrich, a RISA® Advisory Board Member and one of the leading marketing figures in our industry. They discuss how the different marketing
Recap: The RISA® and Risk Tolerance Questionnaires: Different Tools for Different Functions
For this holiday week, Wade and Alex will recap Episode 9 of Retire With Style. The research discussed in this episode has now been published by The Alliance for Lifetime
Episode 45: Should contractual retirement income options live inside of 401k Plans?
In this episode, Alex and Wade bring in Bonnie Treichel, Chief Solutions Officer for Endeavor Retirement and key member of the Retirement Income Consortium, to discuss whether annuities can play
Episode 44: Where to Find Practical Resources on Retirement Income Strategies
In this episode, Wade and Alex invite Jason Fichtner to discuss how the Alliance for Lifetime Income contains a wealth of resources for both consumers and financial professionals on retirement
