Rephonic
Artwork for Retire With Style

Retire With Style

Wade Pfau & Alex Murguia
Retirement Planning
Social Security
Retirement Income Planning
Tax Planning
Financial Planning
Roth Conversions
Inflation
4% Rule
Retirement Income
Investment Strategies
Long-Term Care Insurance
Annuities
Market Volatility
Roth IRA
Asset Allocation
Retirement
Long-Term Care
Estate Planning
Medicare
Mclean Asset Management

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

PublishesWeeklyEpisodes100Founded5 years ago
Number of ListenersCategories
InvestingBusinessEducationHow To

Listen to this Podcast

Artwork for Retire With Style

Latest Episodes

In this episode of 'Retire with Style', hosts Alex Murguia and Wade Pfau discuss various aspects of retirement planning, including the importance of finding purpose in retirement, strategies for asset allocation and location, understanding retirement... more

YouTube

In this episode of 'Retire with Style', hosts Alex Murguia and Wade Pfau discuss various aspects of retirement planning, including the importance of tax planning, the role of annuities in income protection, and strategies for managing inflation risk.... more

YouTube

In this episode of Retire with Style, Wade Pfau and Alex Murguia delve into various retirement income strategies, focusing on hybrid approaches that combine time segmentation and income protection. They discuss the optimal withdrawal order from retir... more

In this episode of 'Retire with Style', Alex Murguia and Wade Pfau dive into various aspects of retirement planning, focusing on Social Security benefits, military survivor benefits, essential expenses, investment strategies, and the comparison betwe... more

Key Facts

Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Retirement Answer Man
Retirement Answer ManRoger Whitney, CFP®, CIMA®, RMA, CPWA®
Retirement Starts Today
Retirement Starts TodayBenjamin Brandt CFP®, RICP®
The Long View
The Long ViewMorningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist
The Retirement and IRA Show
The Retirement and IRA ShowJim Saulnier, CFP® & Chris Stein, CFP®

Recent Guests

Jason Rizkallah
Advisor at McLean Asset Management
McLean Asset Management
Episode: Episode 230: Are You Emotionally Ready for Retirement? Beyond the Financial Plan
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
Author of 'The Retirement You Didn't See Coming' and host of the podcast 'Humans Versus Retirement'
Episode: Episode 199: Beyond the Numbers: Planning for Life, Not Just Finances
Bill Bengen
Creator of the 4% rule and author of A Richer Retirement
Author
Episode: Episode 196: RWS Live! With Bill Bengen: Part 1
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

Hosts

Wade Pfau
Host of Retire With Style; McLean Asset Management / Retirement Researcher
Alex Murguia
Co-host of Retire With Style; McLean Asset Management / Retirement Researcher

Reviews

4.0 out of 5 stars from 232 ratings
  • Informative, sometimes gets off track

    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.

    Apple Podcasts
    4
    Rieslingfans
    United States5 months ago
  • One of the best retirement prep podcasts

    I look forward to this podcast as it presents very interesting insights on multiple retirement topics

    Apple Podcasts
    5
    JasSohi
    United States6 months 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 Podcasts
    5
    Mick J
    United States9 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 States10 months ago
  • Talking at people

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

    Apple Podcasts
    1
    Katie Dubs
    United States10 months ago

Listeners Say

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

Listeners praise deep retirement planning insights and Wade's expertise, with some noting Alex's tangents as a drawback.
Overall positive sentiment about practical, actionable retirement guidance and banter-balanced delivery.
Some criticism focuses on pacing and on-air chemistry, suggesting tighter editing could improve clarity.

Chart Rankings

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

Apple Podcasts
#166
United States/Business/Investing
Apple Podcasts
#226
Canada/Business/Investing
Apple Podcasts
#246
United Kingdom/Business/Investing
Apple Podcasts
#55
Denmark/Business/Investing
Apple Podcasts
#139
Singapore/Business/Investing
Apple Podcasts
#172
Denmark/Business

Talking Points

Recent interactions between the hosts and their guests.

Episode 242: Why Playing It Safe in Retirement Can Actually Be Risky
Q: How should a retiree think about a 30-year TIP ladder vs. lifetime annuity?
The hosts describe a trade-off: TIP ladders provide inflation protection and potential liquidity but end after 30 years, whereas lifetime annuities guarantee payments for life but may lack inflation protection; the choice depends on longevity risk tolerance and desired liquidity.
Episode 242: Why Playing It Safe in Retirement Can Actually Be Risky
Q: What do you advocate for Social Security timing given potential depletion?
The guests discuss using a defensible assumption such as 78% of the legislated benefit to account for potential reforms, while acknowledging that some may prefer full benefits; there isn't a single right answer, and a conservative approach often suggests planning with a haircut to benefits.
Episode 239: Are You Overinvested in Bonds? The Retirement Math May Surprise You
Q: Is it better to take Social Security at 62 to invest more aggressively, or delay to 70 to maximize lifetime benefits, especially for high earners with an overfunded plan?
They discuss that taking Social Security at 62 can make sense in scenarios where investments can still grow and influence, but delaying to 70 generally provides a larger protected lifetime income and survivor benefits; the decision also hinges on whether one plans to purchase annuities later and how much of the non-investment income covers expenses.
Episode 239: Are You Overinvested in Bonds? The Retirement Math May Surprise You
Q: Next question starts around the concept of whether a ladder of TIPS is better or an annuity for fixed income, particularly for an older retiree.
The hosts explain that the choice depends on time segmentation and income protection needs; TIP ladders suit time-segmentation approaches, while lifetime income annuities may be stronger for income protection as longevity risk rises with age, and that individual Retirement Income Style should guide the decision.
Episode 238: SpaceX, Mega-IPOs, and Indexing: When to Buy, When to Wait
Q: What makes SpaceX's IPO historically unique and what should investors consider beyond the hype?
SpaceX's size and the potential broader implications for future AI and space-related infrastructure are extraordinary, but investors should not assume it will be a guaranteed or typical success. Historical IPOs often underperform comparable established companies over the long run, especially after initial lock-up periods. The key is to focus on price relative to value, understand index inclusion dynamics, and avoid chasing the excitement of megacaps. A disciplined approach—considering profitability, fundamentals, and index methodology—helps prevent poor retirement outcomes from hype-driven bets.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Retire With Style

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

A practical retirement-planning show led by two hosts who blend expert guidance with approachable discussion. Episodes repeatedly cover withdrawal strategies, income planning, taxes, Social Security, and longevity risk, often using listener questions to illustrate real-life decisions. The format combines rigorous financial concepts (e.g., annuities, TIPS, HSAs, and tax-efficient blending) with accessible banter, making complex topics actionable for near-retirees and retirees evaluating different income styles. A notable strength is translating math into tangible rules and scenarios, while a recurring caveat is the balance between detailed financial guidance and lighthearted host banter, which some listeners find distracting but others appre... more

Where can I find podcast stats for Retire With Style?

Rephonic provides a wide range of podcast stats for Retire With Style. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Retire With Style and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Retire With Style get?

Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for Retire With Style, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Retire With Style?

Rephonic provides comprehensive predictive audience data for Retire With Style, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

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 Planning Education, with Andy Panko
3. Retirement Starts Today
4. The Long View
5. The Retirement and IRA Show

How many episodes of Retire With Style are there?

Retire With Style launched 5 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Retire With Style?

Rephonic provides full transcripts for episodes of Retire With Style. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Retire With Style?

Recent guests on Retire With Style include:

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

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days