
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 | EducationBusinessInvestingHow To | |||

In this episode of Retire With Style, Wade Pfau and Alex Murguia walk through the foundational elements of estate, legacy, and incapacity planning from Chapter 11 of the Retirement Planning Guidebook. They discuss why estate planning is about far mor... more
In this episode of Retire with Style, Wade and Alex continue their discussion of retirement tax pitfalls. They focus on how small increases in income can trigger disproportionately large financial consequences through lost benefits and higher effecti... more
In this episode of 'Retire with Style', Wade Pfau and Alex Murguia delve into the intricacies of tax planning as part of retirement strategy. They discuss the importance of asset location in retirement accounts, the pitfalls that retirees face regard... more
This week on Retire with Style, Alex and Wade focus on how retirees can improve tax efficiency to maximize after-tax spending power. They walk through the structure of the tax system, emphasizing the importance of understanding adjusted gross income ... more
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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
Makes me think how my Retirement Style is important to understand and the strategies that might work best with that style
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.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #164 |
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Two veteran hosts discuss retirement planning with a focus on income strategies, withdrawal strategies, and tax considerations, often tying topics back to a guiding framework for retirement income personality. Episodes mix rigorous research with practical planning tips, guest insights, and candid banter, making complex concepts accessible for individuals nearing or planning retirement. The format stands out for its deep dive into topics like Social Security, annuities, and tax-efficient withdrawal strategies, while balancing theory with real-world applicability.
Noteworthy is the collaboration between an academic-leaning researcher and a practitioner-host, which can yield rigorous analysis alongside actionable guidance. This blend may appe... more
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These podcasts share a similar audience with Retire With Style:
1. The Retirement and IRA Show
2. Retirement Answer Man
3. Retirement Planning Education, with Andy Panko
4. The Boldin Your Money Podcast
5. Retirement Starts Today
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. Daniel Crosby
2. Beth Pinsker
3. Brett Layton
4. Brett Leyton
5. Dan Haylett
6. Bill Bengen
7. Alex Murguia
8. William Bengen
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