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Latest Episode
Episode 153: The Financial Advisor’s Guide to Roth Conversions
In this episode, Alex Murguia and Wade Pfau are joined by Rob Cordeau to discuss the complexities and strategies surrounding Roth conversions. They emphasize the importance of long-term tax planning
Recent Episodes
Episode 9: Is there a role for Risk Tolerance Questionnaires within the RISA® Framework?
Wade and Alex examine the RISA® Profile against a popular retirement income strategy selection tool; the Risk Tolerance Questionnaire.
Which one better accounts for:
The new risks in
Episode 8: Making Sense of the Different Retirement Income Strategies Within the RISA® Framework
In this episode, we go into detail the different retirement strategies within the RISA® Matrix. Two strategies reflect complementary RISA® profile beliefs and two other strategies were developed to reflect
Episode 6: Secondary Retirement Income Styles, Part 2
This is the second part of our discussion on secondary RISA® factors (no pun intended ????). In this episode we discuss how your views towards developing a stable floor of
Episode 7: Smile, It’s the RISA® Framework – Blending Your Retirement Income Personality with Strategies that Resonate
This is the second part of our discussion on secondary RISA® factors (no pun intended). In this episode we discuss how your views towards developing a stable floor of income
Episode 5: Secondary Retirement Income Styles, Part 1
We discuss two secondary RISA® factors that help tell your retirement story. We go into detail about two types of liquidity preferences and how the way you choose to receive
Episode 4: The Building Blocks of Your Retirement Income Personality – Optionality vs Commitment Orientation
In this episode, we continue our discussion on the main retirement income personality traits. We go into detail on our other primary RISA® factor, Optionality vs Commitment Orientation.
Episode 3: The Building Block of Your Retirement Income Personality – Probability vs Safety First
Wade and Alex roll their sleeves up and go deep into one of the major retirement income personality traits. Are you a safety-first or probability-based retiree?
Episode 2: Why Investing for Retirement is Different
In this episode, we discuss how investing during your working years is substantially different from investing during retirement. You are faced with new retirement risks and now need to account
Episode 1: You Have a Retirement Income Personality, Really.
Wade and Alex discuss the theme of the Retire With Style podcast and why it’s the perfect blend of psychology and retirement planning. They further discuss what it means to
