Retire With Style Podcast

The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement planning.

Episode 50: Navigating the Retirement Income Dashboard

On this week's episode, Alex and Wade walk through the Retirement Income Dashboard, which is something Wade created for Retirement Researcher in 2015. It provides benchmarks and a starting point for retirement income options as based on the current m...

Episode 49: 2023 Markets in Review

In this episode, we talk with special guest, Bob French, about what happened in the financial markets in 2022 - and some of the things that you should be thinking about going forward. Among other things, we also discuss what inflation may look like i...

Episode 48: How contractual income solutions fit in a fee-only world?

In this episode, we talk to David Lau, a RISA® Advisory Board member. David is the Founder and CEO of DPL Financial Partners. DPL helps advisors and their clients find contractual income solutions on a fee-only basis. Join us as we discuss with David...

Episode 47: The Technology That Takes Care of Advisors So They Can Take Care Of You

In this episode, Wade and Alex welcome Ryan Beach. Ryan is President of Orion Wealth Management and helps lead their overall efforts. Orion is the leading wealth management software for advisors. They discuss how consumers who engage with an advisor ...

Episode 46: The Marketing of Financial Advice – How To Separate The Wheat From The Chaff

In this episode, Wade and Alex welcome Kelly Waltrich, a RISA® Advisory Board Member and one of the leading marketing figures in our industry. They discuss how the different marketing messages over the years have shifted; some for the better and othe...

Recap: The RISA® and Risk Tolerance Questionnaires: Different Tools for Different Functions

For this holiday week, Wade and Alex will recap Episode 9 of Retire With Style. The research discussed in this episode has now been published by The Alliance for Lifetime Income. Find links to this article in the show notes below.   Wade and Alex exa...

Episode 45: Should contractual retirement income options live inside of 401k Plans?

In this episode, Alex and Wade bring in Bonnie Treichel, Chief Solutions Officer for Endeavor Retirement and key member of the Retirement Income Consortium, to discuss whether annuities can play an effective role in helping millions of Americans reti...

Episode 44: Where to Find Practical Resources on Retirement Income Strategies

In this episode, Wade and Alex invite Jason Fichtner to discuss how the Alliance for Lifetime Income contains a wealth of resources for both consumers and financial professionals on retirement income strategies. Jason, leads many of the research effo...

Episode 43: Do contractual lifetime income solutions fit within a fiduciary advisory framework?

In this episode, we welcome John Faustino, Head of Fi360 a Broadridge Company to discuss the following: His decision to join the RISA® Professional Advisory Board Can contractual income fit an advisor’s toolbox and still consider him or herself a fid...

Episode 42: Tax Planning for Early Retirees and the Affordable Care Act

Most Americans become eligible for Medicare at age 65.  For early retirees, the subsidies provided for Affordable Care Act health insurance plans can make this an attractive source for health insurance coverage. But the way these subsidies are determ...