
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
| Publishes | Weekly | Episodes | 100 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessHow ToEducation | |||

In this episode of Retire With Style, Wade and Alex talk with Beth Pinsker, author of My Mother’s Money, about the realities of financial caregiving. Beth shares her experience managing her mother’s finances during a health crisis, underscoring the v... more
In this episode, Alex and Wade unpack the complexities of Social Security claiming strategies, weighing the benefits of delaying versus claiming early. They examine key financial considerations such as survivor benefits, tax planning opportunities, a... more
This is the third and final installment of our discussion with Brett Layton, which explores key updates to tax laws, including estate tax limits, the alternative minimum tax, expanded uses of 529 plans, new “Trump accounts” for children’s savings, an... more
The conversation explores key tax topics, including below-the-line deductions, charitable contributions, mortgage insurance deductions, gambling taxes, and the taxation of Social Security benefits. It also discusses potential changes to Affordable Ca... more
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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.
Stop talking like your audience is other financial planners. Speak plainly.
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
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!
I really enjoy this. I am retired and wish I would have discovered it ten years before I retired. I relate to Alex’s humor and enjoy both hosts.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #131 |
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The content focuses primarily on retirement planning and strategies, emphasizing the significance of understanding one's unique retirement income personality. Hosts explore a broad range of relevant topics, including withdrawal strategies, asset allocation, tax planning, and the implications of economic fluctuations such as inflation. Notably, a unique feature of the discussions is the recurring emphasis on personalized financial solutions, allowing individuals to tailor their plans to better align with their financial goals and preferences. The integration of interactive elements, such as live Q&A sessions and listener-driven inquiries, adds a dynamic aspect to the learning experience, encouraging engagement from the audience. This approac... more
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These podcasts share a similar audience with Retire With Style:
1. The Retirement and IRA Show
2. The Boldin Your Money Podcast
3. Retirement Planning Education, with Andy Panko
4. Retirement Answer Man
5. Big Picture Retirement®
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.
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Recent guests on Retire With Style include:
1. Brett Layton
2. Brett Leyton
3. Dan Haylett
4. Bill Bengen
5. Alex Murguia
6. William Bengen
7. John Manganaro
8. Dr. Daniel Crosby
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