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Episode 172: Understanding Market Volatility
In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia discuss the complexities of market volatility, its implications for investors, and the current economic landscape. They discuss the
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Episode 172: Understanding Market Volatility
In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia discuss the complexities of market volatility, its implications for investors, and the current economic landscape. They discuss the

Episode 171: Unlocking the Secrets of Bond Laddering
In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau are joined by Nate Conrad from Lifex Funds to discuss the innovative approach to retirement income through

Episode 170: The Importance of Your Planning Assumptions: Part 2
Welcome Back! In this episode, Alex, Wade and Brian dive into the complexities of financial planning, focusing on return assumptions, the importance of a living financial plan, and the methodologies

Episode 169: The Importance of Your Planning Assumptions: Part 1
In this episode, Alex and Wade are joined by Brian Bass from McLean Asset Management to discuss the complexities of financial planning assumptions, particularly focusing on Monte Carlo simulations and

Episode 168: Funded Ratio vs. Monte Carlo: Which is Better?
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau discuss the importance of understanding the funded ratio in retirement planning. They explore how the funded ratio

Episode 167: Navigating Retirement Goals: The Four L’s
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into the intricacies of financial planning for retirement. They introduce the concept of a financial planning

Episode 166: Mastering Your Financial Future: A Framework for Success
In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia discuss the importance of having a structured financial planning framework, especially in the context of retirement. They explore

Episode 165: Tax Planning Essentials for Retirees
In this episode of ‘Retire With Style’, hosts Alex Murguia and Wade Pfau delve into the intricacies of tax planning for retirement. They introduce the Retirement Income Challenge, discuss the

Episode 164: Investment Insights: What 2024 Has Taught Us
In this episode, Wade Pfau and Alex Murguia review 2024, focusing on the discrepancies between market predictions and actual outcomes. They discuss the impact of prognostications on investment decisions and

Episode 163: 2025 Retirement Planning Guidebook Updates
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau discuss significant updates in retirement planning for 2025, including changes to Medicare Part D, Social Security benefits,