Looking for something specific?
Search our podcasts
Latest Episode
Episode 167: Navigating Retirement Goals: The Four L’s
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into the intricacies of financial planning for retirement. They introduce the concept of a financial planning
Recent Episodes
Episode 43: Do contractual lifetime income solutions fit within a fiduciary advisory framework?
In this episode, we welcome John Faustino, Head of Fi360 a Broadridge Company to discuss the following:
His decision to join the RISA® Professional Advisory Board
Can contractual
Episode 42: Tax Planning for Early Retirees and the Affordable Care Act
Most Americans become eligible for Medicare at age 65. For early retirees, the subsidies provided for Affordable Care Act health insurance plans can make this an attractive source for health
Episode 41: Can Your Retirement Experience Count On Stocks For The Long Term?
In this special episode, Wade and Alex introduce and welcome Michael Finke, Ph.D. to our RISA® Professional Advisory Board. We also speak with him on his recent article, Forget What
Episode 40: The ABCs of the Medicare Open Enrollment Period
Wade and Alex discuss the foundational decisions that you need to consider as you are in the thick of the Medicare Open Enrollment Period. Is it worth reviewing this decision
Episode 39: It’s Looking Like a Good Harvest: Should you use Tax Loss Harvesting in Your Portfolio?
Tax Loss Harvesting is one of those “advanced” portfolio management techniques that you hear about. And with the recent market performance, we’ve been hearing about it a lot lately. So,
Episode 38: Party Affiliations and Stock Market Returns – Who has your vote?
Wade and Alex welcome back Bob French as they break down historical party affiliations and subsequent stock market returns across Presidential, Senate, and Congressional Elections. Do general party themes contribute
Episode 37: Retirement Distribution Strategies: How is it REALLY done in a professional setting?
In this episode Alex and Wade speak to Brian Bass, a financial advisor from McLean Asset Management, to discuss the practical applications of the sustainable withdrawal strategies that are frequently
Episode 36: Beyond the 4% Rule: Part 2 – Varied and Various Variable Distribution Strategies
In this episode, Wade and Alex get into the specifics of how Variable Distribution Strategies work – including some of the different rules and techniques that you can use with
Episode 35: Beyond the 4% Rule – Part 1: Different Portfolio Retirement Income Strategies That May Work Better For You
In this episode, Wade and Alex go beyond constant spending strategies and discuss the key assumptions on integrating a more dynamic withdrawal strategy to your retirement plan.
Episode 34: Even In Volatile Markets, Find Out Why The 4% Rule Distribution May Be Too Low
The previous 3 episodes discussed why the 4% rule may be too high. Now, Wade and Alex review why the opposite may be true. We break down four reasons to
