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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
Recent Episodes
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
Episode 147: Navigating Medicare and Tax Planning
In this episode, Alex Murguia and Wade Pfau delve into the complexities of tax planning related to healthcare, focusing on Medicare premiums and the implications of income on these costs.
Episode 146: The Concept of the ‘Tax Torpedo’
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into the concept of the ‘tax torpedo’, a phenomenon affecting the taxation of Social Security benefits.
Episode 145: Mastering Tax-Efficient Withdrawals
In this episode of ‘Retire with Style’, Alex Murguia and Wade Pfau delve into tax-efficient withdrawal strategies for retirement. They discuss the importance of withdrawal order sequencing, the types of
Episode 144: Understanding The Rules of RMDs
In this episode of ‘Retire with Style’, Alex and Wade delve into the intricacies of Required Minimum Distributions (RMDs). They discuss the calculations involved, the implications of RMDs on retirement
