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Episode 157: Retire with Style Live (not really) Q&A Part 1
In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia tackle a variety of questions related to retirement planning, including the necessity of international stocks, the implications of
Recent Episodes
Episode 107: RWS Live: New Years Q&A (Part 1)
This week on a special YouTube Live episode of Retire With Style, Wade and Alex are skipping the small talk to take on some of the questions you submitted over
[Best of 2023 Repost] Ep 63: Should I Wait or Should I Go – A Look at Arguments For and Against Delaying Social Security Claiming
Well – looks like Alex and Wade have had a little more fun than expected on New Year’s, so let’s cozy up next to the fire and throwback to one
[Best of 2023 Repost] Ep.53: How do the Financial Markets Work?
With the New Year coming up quick, we wanted to highlight some of our best episodes to round out 2023. And we’ve saved the best for last! This week we’ll
[Best of 2023 Repost] Ep. 60: The Retirement Planning Guidebook- Helping you find the path to a great retirement
With the New Year coming up quick, we wanted to highlight some of our best episodes to round out 2023. This week we’ll be revisiting our conversation about the release
[Best of 2023 Repost] Ep. 65 The Ins, Outs, and everything in between of Social Security Claiming Strategies with Mary Beth Franklin
With the New Year coming up quick, we wanted to highlight some of our best episodes to round out 2023. This week we’ll be revisiting our conversation with Mary Beth
Episode 106: A reimagined approach to funding retirement income.
In this episode we sit down with Rebecca Meskin & Cara Reisman from Blackrock to discuss a paper we collaborated on; A reimagined approach to funding retirement income: Defining individual
Episode 105: Managing Taxes in Retirement using the Effective Marginal Tax Rate
Tax planning is the topic du jour for this week, as Wade and Alex discuss a recent article from Advisor Perspectives that Wade wrote with Joe Elsasser from Covisum. Wade
Episode 104: Year End Planning Considerations
Wade and Alex discuss with Rob Cordeau, CFP®, RICP®, CHFC®, the most frequently dealt with year-end planning topics that he discusses with clients. As we near the end of year,
Episode 103: Using RISA® Framework to find the right retirement plan strategy between spouses
In today’s episode, we discuss how married couples frequently do not have the same retirement income style and how the RISA® Framework is used to identify solutions so that both
Episode 102: Practical Implementation of Time Segmentation with Rob Cordeau
On today’s episode, Alex and Wade are joined by Rob Cordeau, CFP, RICP, ChFC, who is the Managing Director of Wealth Management at McLean Asset Management. He shares insights into
