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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 12: Psychological Factors That Affect Your Retirement Plan Implementation
In this episode we examine the various psychological and behavioral factors. They include Loss Aversion, Heuristics- Financial Biases, Inertia, Numeracy, Numeracy self-awareness, Retirement Income Self-efficacy, and perceived Advisor Usefulness.
Episode 11: Understanding Your Health Risk in Retirement
Guest Dan Veto stops by the podcast. Health is not a risk well understood by most individuals preparing for retirement. Too often, health risk is characterized as completely unknowable and
Episode 10: Behavior Finance and Psychology – Setting the Stage for Your Retirement Income Plan
It seemed to us that Behavioral Finance and general psychological concepts are studied independently of each other when it comes to financial planning. In this episode, we lay the groundwork
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?
