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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 116: Costs and Prevalence of Long-Term Care Planning (Part 2)
In this episode, Wade and Alex discuss the costs and prevalence of long-term care. They explore the probabilities of needing long-term care and the average lengths of care for men
Episode 115: Intro to Long-Term Care Planning
In this episode, Wade and Alex introduce the long-awaited arc on long-term care planning. They discuss the importance of planning for long-term care and the impact it can have on
Episode 114: RWS Live (not really): Answering Your Safe Withdrawal Rate & Annuity Questions (Part 8)
In this episode, Alex and Wade answer questions on safe withdrawal rates, annuities, and retirement planning. They discuss the considerations for investing in a Qualified Longevity Annuity Contract (QLAC) and
Episode 113: RWS Live (not really): Answering Your RISA and Asset Allocation Questions (Part 7)
In this episode, Wade and Alex discuss various topics related to retirement planning and investment strategies. They address questions about reconciling portfolio structure when spouses have different orientations, allocating between
Episode 112: RWS Live (not really): Answering Your Reverse Mortgage Questions (Part 6)
In this episode, Wade and Alex discuss housing and reverse mortgages. They address the issue of pirated books on Amazon and warn listeners to ensure they are purchasing the legitimate
Episode 111: RWS Live (not really): Answering Your Social Security Questions (Part 5)
In this episode, Alex and Wade answer various Social Security questions from their listeners. They discuss the limitations of online Q&A and the importance of seeking professional advice for personalized
Episode 110: RWS Live (not really): Answering Your Tax Planning Questions (Part 4)
In this episode, Alex and Wade discuss various tax planning strategies for retirement. They announce a webinar on tax-efficient retirement distributions and highlight the importance of the Retirement Planning Guidebook.
Episode 109: RWS Live (not really): Answering Your Questions (Part 3)
Wade and Alex are back this week answering more of your questions! This week, we tackle retirement spending and withdrawal rates, the benefits of delaying Social Security and survivor benefits,
Episode 108: RWS Live (not really): Answering Your Questions (Part 2)
This week on Retire With Style, we are back to continue working through your questions! Wade and Alex tackle another array of topics including pros and cons of Deferred Annuities,
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
