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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 146: The Concept of the ‘Tax Torpedo’
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into the concept of the ‘tax torpedo’, a phenomenon affecting the taxation of Social Security benefits.
Episode 145: Mastering Tax-Efficient Withdrawals
In this episode of ‘Retire with Style’, Alex Murguia and Wade Pfau delve into tax-efficient withdrawal strategies for retirement. They discuss the importance of withdrawal order sequencing, the types of
Episode 144: Understanding The Rules of RMDs
In this episode of ‘Retire with Style’, Alex and Wade delve into the intricacies of Required Minimum Distributions (RMDs). They discuss the calculations involved, the implications of RMDs on retirement
Episode 143: The Importance of Asset Location and Asset Allocation
In this episode, Alex and Wade discuss the importance of asset location in addition to asset allocation. They explain that asset location involves strategically placing assets in different types of
Episode 142: Tax-Efficient Retirement Strategies
In this episode, Alex and Wade discuss tax-efficient retirement strategies, specifically focusing on tax diversification. They explain the three broad types of tax treatments in the tax code: taxable accounts,
Episode 141: Tax-Efficient Retirement Distributions
In this episode, Alex and Wade introduce a new arc on tax-efficient retirement distributions. They discuss the importance of tax planning and how it can add value to your bottom
Episode 140: Are you ready for our Retirement Income Challenge? Join us as we begin next week.
The Retirement Income Challenge is a four-day event that helps individuals create a retirement income plan. Day one focuses on the Retirement Income Style Assessment (RISA), which analyzes two factors:
Episode 139: What to Expect in Retirement
In this episode, Alex, Wade, and Jason discuss what to expect in retirement. They cover several major lifestyle changes that occur during retirement, including the loss of work identity, increases
Episode 138: The Meaning of Retirement
In this episode, Wade, Alex, and Jason discuss the meaning of retirement and the factors to consider when deciding on a retirement date. They explore the idea that retirement is
Episode 137: The Evolution of Messaging in the Financial Advisory Industry
In this episode, Wade and Alex discuss the evolution of messaging in the financial advisory industry and the importance of retirement income planning. They highlight the transition from brokers to
