Retire With Style
Wade Pfau & Alex MurguiaThe 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 | EducationBusinessHow ToInvesting | |||
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Latest Episodes
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
In this episode, Wade Pfau and Alex Murguia revisit reverse mortgages and explain why they are often misunderstood in retirement planning. Rather than a last-resort tool, they frame modern HECM reverse mortgages as a strategic asset that can enhance ... more
In this episode of Retire with Style, Wade and Alex continue the breakdown of the Retirement Planning Guidebook Third Edition. Focusing on one of the most overlooked but impactful retirement decisions: housing. Wade and Alex challenge the common ass... more
This episode continues the long-term care discussion by breaking down how long-term care insurance actually works, including benefit structures, coverage limits, and key policy levers like waiting periods and inflation adjustments. Wade and Alex expl... more
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Reviews
- One of the best retirement prep podcasts
I look forward to this podcast as it presents very interesting insights on multiple retirement topics
Apple Podcasts5JasSohi
United Statesa month ago - 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 Podcasts5Mick JUnited States5 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 Podcasts2Thera1United States5 months ago - Talking at people
Stop talking like your audience is other financial planners. Speak plainly.
Apple Podcasts1Katie DubsUnited States5 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 Podcasts5ChefRichOUnited States6 months ago
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Apple Podcasts | #115 | United States/Business/Investing |
Apple Podcasts | #152 |  Mexico/Business/Investing |
Talking Points
Recent interactions between the hosts and their guests.
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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?
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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How many listeners does Retire With Style get?
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What are the audience demographics for Retire With Style?
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How many subscribers and views does Retire With Style have?
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Which podcasts are similar to Retire With Style?
These podcasts share a similar audience with Retire With Style:
1. The Retirement and IRA Show
2. Retirement Planning Education, with Andy Panko
3. Retirement Answer Man
4. Retirement Starts Today
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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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.