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Artwork for Retire With Style

Retire With Style

Wade Pfau & Alex Murguia
Retirement Planning
Social Security
Long-Term Care Insurance
Long-Term Care
Medicaid
Tax Planning
Retirement Income Styles
Investment Strategies
Financial Advice
Retirement Risks
Continuing Care Retirement Communities
Election
Effective Marginal Tax Rate
Retirement Income
Survivor Benefits
Delayed Retirement Credits
Spousal Benefits
Annuities
Medicare
Financial Planning

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.co... more

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Artwork for Retire With Style

Latest Episodes

In this episode of Retire with Style, Alex and Wade explore the role of Social Security in retirement planning. They examine when to claim benefits, the tradeoffs between early and delayed claiming, and ongoing concerns about the program’s long term ... more

This episode of Retire with Style features Alex Murguia and Wade Pfau discussing the role of annuities in retirement planning, drawing from Wade’s Retirement Planning Guidebook. They examine the purpose of annuities, the primary arguments for and aga... more

YouTube

In this episode of Retire With Style, Wade and Alex discuss key retirement tax planning strategies, including Roth conversions, effective marginal tax rates, and the role of income tracking in decision-making. They examine long-term capital gains tre... more

YouTube

In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau discuss the launch of the third edition of the Retirement Planning Guidebook and respond to audience questions on tax planning and retirement strategy. They explain what’s new in ... more

YouTube

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Recent Guests

Daniel Crosby
Chief Behavioral Officer at Orion and author of The Soul of Wealth
Orion
Episode: [Best of 2025 Repost] Episode 174 The Psychology of Investing Understanding Market Reactions
Beth Pinsker
Author of My Mother's Money, A Guide to Financial Caregiving
Episode: Episode 206: Wills, Trusts, and the Caregiving Journey
Brett Layton
Guest expert discussing tax implications and planning strategies
Episode: Episode 203: OBBBA and You, Part 3: Building, Passing, and Protecting Wealth Under OBBBA
Brett Leyton
CPA with a Masters in Taxation and a member of the Retirement Researcher Academy
Episode: Episode 201: OBBBA and You: How the “One Big Beautiful Bill” Reshapes Retirement Taxes
Dan Haylett
Retirement coach and financial planner, host of the Humans Versus Retirement podcast
Episode: Episode 198: Beyond the Numbers: The Human Side of Retirement
Bill Bengen
The father of the 4% rule and retirement planning expert
Bengen Financial Services
Episode: Episode 197: RWS Live! With Bill Bengen: Part 2
Alex Murguia
Co-host of Retire With Style
Retire With Style Podcast
Episode: Episode 196: RWS Live! With Bill Bengen: Part 1
William Bengen
Key thought leader in retirement income planning
Episode: Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen
John Manganaro
Senior reporter for ThinkAdvisor covering retirement income planning and financial technology.
ThinkAdvisor
Episode: Episode 184: Can Tech Replace Your Financial Advisor?

Hosts

Wade Pfau
Co-host and retirement researcher with extensive expertise in retirement planning and income strategies.
Alex Murguia
Co-host and financial advisor with a focus on retirement research, providing insights into various aspects of retirement planning.

Reviews

4.0 out of 5 stars from 219 ratings
  • Intelligent, research based ideas about retirement

    Makes me think how my Retirement Style is important to understand and the strategies that might work best with that style

    Apple Podcasts
    5
    Mick J
    United States3 months ago
  • Difficult, annoying listen

    Contains some good content but it seems like Alex and Wade value their own relationship than their relationships with the listeners. Maybe an editor would be helpful so they can enjoy making the podcast without burdening the listener with chatty and at times offensive content.

    Apple Podcasts
    2
    Thera1
    United States4 months ago
  • Talking at people

    Stop talking like your audience is other financial planners. Speak plainly.

    Apple Podcasts
    1
    Katie Dubs
    United States4 months ago
  • Retirement wisdom with laughs, logic, and a little pickleball

    If Einstein and a stand-up comic teamed up to talk retirement, you’d get Wade Pfau. The man’s a walking encyclopedia of retirement strategies who somehow makes annuities sound like an adventure.

    Then there’s Alex Murguia — equally sharp, hilarious, and apparently a certified Pickleball Jedi. Together they turn topics like safe withdrawal rates and sequence-of-returns risk into something I actually look forward to each week.

    The show is informative, digestible, entertaining, and downright insig... more

    Apple Podcasts
    5
    ChefRichO
    United States4 months ago
  • Episode 200!

    This episode was absolutely hilarious! The reading of the reviews might have been my favorite part. Wade, you’re a class act. Alex, you’re very insightful and (I must admit) HILARIOUS! Keep it up!

    Apple Podcasts
    5
    Dimmy89037
    United States5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The banter between the hosts is appreciated by many, adding a lighthearted touch to complex topics. Others feel it detracts from the main content.
Effective at explaining intricate retirement strategies and issues, offering practical advice and relatable discussions.
Hosts are knowledgeable and provide valuable insights into retirement planning, but some listeners find the style distracting.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Episode 216: The Retirement Tax Mistake That Costs Thousands
Q: Is it a good idea if most of your retirement money is in Roth accounts?
While in an ideal world, it's great to have everything in Roths, in reality, people should still consider contributions to traditional tax-deferred accounts based on their current and future tax situations.
Episode 216: The Retirement Tax Mistake That Costs Thousands
Q: How do people keep track of how much income they have during the year when sometimes the final statements are not available until the next year?
They need to monitor incoming funds and account for end-of-year distributions to accurately target income levels.
Episode 216: The Retirement Tax Mistake That Costs Thousands
Q: How should you find what is the target EMR for someone?
For average individuals under $3M in investible assets, a 12% EMR target for ordinary income is considered reasonable.
Episode 216: The Retirement Tax Mistake That Costs Thousands
Q: If you are under 65, single and retired and do Roth conversions, will the conversions impact possible Irma for Medicare when you turn 65?
Roth conversions themselves are not excluded from the income considered for IRMA surcharges, so this will generally need to be paid.
Episode 216: The Retirement Tax Mistake That Costs Thousands
Q: If my current expenses and my future expenses will be the same due to a vacation home purchase, what is the best strategy with over 80% of my investments locked up in tax-deferred accounts?
You may need to look at the situation for potential Roth conversions to transition funds over to a Roth IRA to manage tax liabilities better.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Retire With Style

What is Retire With Style about and what kind of topics does it cover?

Focused on retirement income planning, this podcast offers listeners insights into crafting personalized financial strategies tailored to individual needs and personalities. The hosts guide discussions around complex topics such as retirement spending, tax strategies, estate planning, and the emotional aspects of retirement, aiming to demystify financial jargon and provide accessible guidance for listeners navigating their retirement journeys. Unique to this series is the incorporation of listener questions and expert guest insights, enriching the dialogue and allowing for a variety of perspectives on planning for retirement.

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How many listeners does Retire With Style get?

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How many subscribers and views does Retire With Style have?

To see how many followers or subscribers Retire With Style has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Retire With Style?

These podcasts share a similar audience with Retire With Style:

1. Retirement Answer Man
2. Retirement Starts Today
3. Stay Wealthy Retirement Podcast
4. Ready For Retirement
5. The Long View

How many episodes of Retire With Style are there?

Retire With Style launched 4 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.

How do I contact Retire With Style?

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Where can I see ratings and reviews for Retire With Style?

Rephonic pulls ratings and reviews for Retire With Style from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on Retire With Style?

Recent guests on Retire With Style include:

1. Daniel Crosby
2. Beth Pinsker
3. Brett Layton
4. Brett Leyton
5. Dan Haylett
6. Bill Bengen
7. Alex Murguia
8. William Bengen

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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