
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 | InvestingEducationBusinessHow To | |||

In this episode of Retire With Style, Wade Pfau and Alex Murguia introduce the fundamentals of long-term care planning as part of their ongoing walkthrough of the Retirement Planning Guidebook. They clarify what long-term care actually is, how it dif... more
In this episode of Retire With Style, Wade Pfau and Alex Murguia walk through what actually happens when you enroll in Medicare and where people tend to make costly mistakes. They break down the enrollment timeline, clarify how Medicare interacts wit... more
Medicare is one of the most confusing parts of retirement planning. In this episode, Alex and Wade break down the basics, including the difference between Medicare Parts and Plans and the key choice retirees face between Original Medicare (Parts A, B... more
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
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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.
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
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Apple Podcasts | #171 |
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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 Planning Education, with Andy Panko
3. Retirement Answer Man
4. Retirement Starts Today
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. 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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