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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 126: Long-Term Care Planning (Part 10): Medicaid As A Funding Source
In this episode, Wade and Alex discuss Medicaid as a funding source for long-term care. They touch on the importance of Medicaid planning and the different rules and qualifications that
Episode 125: The Importance of Incorporating Long-Term Care Into Financial Planning with Jason Rizkallah
In this conversation, Alex, Wade, and Jason discuss the importance of incorporating long-term care into financial planning. They share a real-life example of a client who unexpectedly needed long-term care
Episode 124: Insights into Continuing Care Retirement Communities with Rob Cordeau
In this episode, Wade Pfau and Alex Murguia are joined by Rob Cordeau to discuss Continuing Care Retirement Communities (CCRCs). They provide an overview of what CCRCs are and how
Episode 123: The Importance of Long-Term Care Planning with Neal Gordon
In this conversation, Alex, Wade, and Neal discuss the importance of long-term care planning in retirement. They highlight the emotional aspect of planning for long-term care and the challenges of
Episode 122: Thinking Like A (Financial) Economist
In this conversation, Bob French interviews his father, Ken French, a professor of finance, about key concepts in economics and investing. They discuss the concept of marginal cost and marginal
Episode 121: The Importance of Adult Daycare Centers with Jackie Smiertka
Jackie Smiertka, the owner of Quality of Life Adult Daycare Health Care Center, shares her journey of opening an adult daycare center and the importance of providing purpose and meaning
Episode 120: The Role Of IMOs with Dennis Mattern
In this episode, Wade Pfau and Alex Murguia interview Dennis Mattern from Creative One about the role of Independent Marketing Organizations (IMOs) in the financial industry. They discuss the difference
Episode 119: Options for Funding Long-Term Care Expenses (Part 5)
In this episode, Alex and Wade discuss options for funding long-term care expenses. They start by clarifying that Medicare is not a long-term care funding option, as it is for
Episode 118: Long-Term Care Planning: Nursing Homes and CCRCs (Part 4)
In this episode, Wade and Alex continue their discussion on long-term care, focusing on nursing homes and continuing care retirement communities (CCRCs). They also touch on hospice care and the
Episode 117: The Continuum of Long-Term Care Planning (Part 3)
In this episode, Alex and Wade discuss the continuum of long-term care, focusing on the different levels of care and the importance of planning for aging in place. They explain
