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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 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
Episode 156: Navigating The New Retirement Landscape
In this episode, Wade and Alex welcome Jason Fichtner to discuss the evolving landscape of retirement income. They explore consumer perspectives on retirement, the importance of protected income strategies, and
Episode 155: Navigating Roth Conversions: Key Strategies and Insights
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into the complexities of Roth conversions, discussing strategies, constraints, and the importance of diversified accounts. They
Episode 154: The Financial Advisor’s Guide to Roth Conversions Part 2
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau, along with guest Rob Cordeau, continue their conversation into the complexities of Roth conversions and their implications
Episode 153: The Financial Advisor’s Guide to Roth Conversions
In this episode, Alex Murguia and Wade Pfau are joined by Rob Cordeau to discuss the complexities and strategies surrounding Roth conversions. They emphasize the importance of long-term tax planning
Episode 152: Navigating Holiday Money Talks
In this episode, hosts Wade Pfau and Alex Murguia engage with Dan Veto to discuss the complexities of money conversations that arise during the holiday season. They explore the concept
Episode 151: Financial Strategies for Early Retirement
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau with Jessica Wunder from McLean Asset Management delve into the complexities of early withdrawals from retirement accounts,
Episode 150: Lump Sum or Annuity: What’s Right For You?
In this episode of ‘Retire with Style’, Wade and Alex discuss the complexities of pension decisions with Jason Rizkallah from McLean Asset Management. The conversation delves into the critical choices
Episode 149: The Various Aspects of Tax Planning
In this episode of ‘Retire with Style’, Wade and Alex delve into various aspects of tax planning, focusing on strategies such as front-loading taxes, tax loss harvesting, and deduction bunching.
Episode 148: Tax-Efficient Income Stacking
In this episode of ‘Retire with Style’, Wade and Alex discuss the complexities of tax-efficient retirement planning, focusing on understanding preferential income, tax brackets, and the implications of additional income
