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Episode 176: Strategic Retirement Planning: Q&A on Income, Taxes, and Investments
In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau tackle a range of financial planning questions in a lively Q&A session. They explore Social Security strategies,
Recent Episodes
Episode 22: How to Get Those Unknown Expenses in Retirement Right, Pt 2
While expectations are one thing, in life “results vary.” In the episode, Wade and Alex break down how to think about those unexpected expense projections that are tough to pin
Episode 21: How to Get Those Unknown Expenses in Retirement Right
While expectations are one thing, in life “results vary.” In the episode, Wade and Alex break down how to think about those unexpected expense projections that are tough to pin
Episode 20: Talking with a Financial Advisor About Market Downturns and Retirement, Pt 2
This week, Alex and Bob continue their conversation with Brian Bass, CFP, RICP, one of the advisors from McLean Asset Management, on how he is talking to his clients about
Episode 19: Talking with a Financial Advisor About Market Downturns and Retirement Plans, Pt 1
This week, Alex and Bob talk to Brian Bass, CFP, RICP, one of the advisors from McLean Asset Management, on how he is talking to his clients about what’s going
Episode 18: Spending Trends in Retirement
Wade and Alex invite Michael Finke for an encore episode where they discuss the research surrounding spending trends in retirement. As you start thinking about how you will spend down
Episode 17: Should Protected Income Be Part of Your Retirement Income Plan?
In this episode, we discuss with Michael Finke, his research with Wade about the potential benefits to having protected income in your retirement plan. We discuss why advisors and individuals
Episode 16: Inflation – How Did We Get Here and What is the Market Telling Us?
In the episode, we bring back Bob French to help us breakdown inflation within the context of the pandemic and recovery. We also discuss why a steady state of inflation
Episode 15: How Volatile Markets Affect Your Investor Psychology and What You Can Do About It
Wade and Alex take the events from the current market downturn and discuss how our psychological make up becomes our own worst enemy when it comes to investment and retirement
Episode 14: What to Make of the Current Market Downturn
In this episode we invite Bob French to discuss what has been happening lately in the stock and bond markets. We review the why, the how, and whether we think
Episode 13: How to Start Your Retirement Income Plan With Our Financial Implementation Matrix
In this episode, Wade and Alex discuss how retirement income self-efficacy and perceived advisor usefulness can be used to identify the four main implementation personas. They are Delegators, Collaborators, Self-Directed,
