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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,
Recent Episodes
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,
Episode 162: Retire with Style Live (not really) Q&A: Part 6
In this episode of ‘Retire with Style’, hosts Wade Pfau and Alex Murguia, are joined by Jason Rizkallah from McLean Asset Management. They continue answering your critical questions surrounding retirement
Episode 161: Retire with Style Live (not really) Q&A: Part 5
In this episode of ‘Retire with Style’, Alex Murguia and Wade Pfau continue answering your questions on various aspects of retirement planning, focusing on the importance of buffer assets, the
Episode 160: Retire with Style Live (not really) Q&A: Part 4
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau engage in a lively discussion about various financial strategies for retirement. They explore the differences between Health
Episode 159: Retire with Style Live (not really) Q&A Part 3
In this conversation, Wade Pfau and Alex Murguia discuss various aspects of retirement planning, focusing on withdrawal strategies, investment diversification, tax-efficient withdrawals, and the implications of the wash sale rule.
Episode 158: Retire with Style Live (not really) Q&A Part 2
In this episode of ‘Retire with Style’ Alex and Wade continue answering your questions about the various aspects of retirement planning. Their conversation focuses on the implications of the Secure
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
