
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 retirewithstyl... more
| Publishes | Weekly | Episodes | 100 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEducationHow To | |||

In this episode of 'Retire with Style', Alex and Wade introduce their new studio and discuss the upcoming tax planning challenge. They delve into the basics of federal income taxes, including total income, adjusted gross income, and the importance of... more
In this episode of Retire With Style, Wade Pfau and Alex Murguia continue answering listener questions from their recent YouTube Live Q&A, tackling several important considerations for retirement income planning. They discuss whether buffer assets be... more
In this tax-focused episode of Retire With Style, Wade and Alex tackle listener questions about how taxes should influence retirement decisions, with a particular emphasis on Roth conversions, withdrawal sequencing, and tax diversification. They expl... more
In the final part of the Retire With Style Live Q&A, Wade and Alex tackle listener questions on tax-efficient retirement withdrawals, Roth conversions, Social Security, sequence-of-returns risk, annuities, and buffered ETFs. They explain why smart ta... more
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Research based concepts.
It’s like Wade Pfau is Walter White, a genius in his field, and Alex is like Jesse Pinkman. I like listening because I think Wade is very knowledgable when it comes to retirement planning, but at times this podcast comes across unprofessional. Long pauses and gaps, coughing or other awkward moments that should be cleaned up.
Another podcast suggested that you are pushing annuities because of your work affiliations.
I’ve been listening to the podcast for about a year, and it’s providing lots of useful information. Wade gives excellent, detailed explanations. My one concern is that Alex sometimes goes off on tangents that detract from the explanations. He’s clearly trying to keep the mood of the show a bit lighter, but he can come across as goofy.
I look forward to this podcast as it presents very interesting insights on multiple retirement topics
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #102 | |
Apple Podcasts | #166 | |
Apple Podcasts | #154 |
Recent interactions between the hosts and their guests.
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A practical retirement-planning show led by two hosts who blend expert guidance with approachable discussion. Episodes repeatedly cover withdrawal strategies, income planning, taxes, Social Security, and longevity risk, often using listener questions to illustrate real-life decisions. The format combines rigorous financial concepts (e.g., annuities, TIPS, HSAs, and tax-efficient blending) with accessible banter, making complex topics actionable for near-retirees and retirees evaluating different income styles. A notable strength is translating math into tangible rules and scenarios, while a recurring caveat is the balance between detailed financial guidance and lighthearted host banter, which some listeners find distracting but others appre... more
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These podcasts share a similar audience with Retire With Style:
1. Retirement Planning Education, with Andy Panko
2. The Retirement and IRA Show
3. The Long View
4. Big Picture Retirement®
5. Retirement Starts Today
Retire With Style launched 5 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Retire With Style include:
1. Jason Rizkallah
2. Daniel Crosby
3. William Bengen
4. Beth Pinsker
5. Brett Layton
6. Brett Leyton
7. Dan Haylett
8. Bill Bengen
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