Rephonic
Artwork for Retire With Style

Retire With Style

Wade Pfau & Alex Murguia
Retirement Planning
Social Security
Long-Term Care Insurance
Long-Term Care
Medicaid
Tax Planning
Investment Strategies
Retirement Income Styles
Financial Advice
Retirement Risks
Continuing Care Retirement Communities
Effective Marginal Tax Rate
Retirement Income
Survivor Benefits
Delayed Retirement Credits
Spousal Benefits
Medicare
Annuities
Financial Planning
Hybrid Life Insurance

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

PublishesWeeklyEpisodes100Founded4 years ago
Number of ListenersCategories
BusinessEducationInvestingHow To

Listen to this Podcast

Artwork for Retire With Style

Latest Episodes

As we close out 2025 and head into the New Year, we’re sharing one final Best of episode before returning with new conversations in January. This week’s replay is Alex’s top pick from the year, a conversation that stood out for its relevance, insight... more

YouTube

As the year comes to a close, we’re taking a moment to revisit a few of our favorite Retire With Style episodes from 2025. This week, we’re replaying one episode that stood out in particular as Wade’s favorite conversation of the year, based on both ... more

YouTube

In this episode of Retire with Style, Wade Pfau and Alex Murguia explore how Treasury Inflation Protected Securities, or TIPS, fit into a retirement income plan. They discuss when it may make sense to build a TIPS ladder, the challenge of predicting ... more

YouTube

In this episode of Retire With Style, Alex Murguia and Wade Pfau explore core themes in retirement planning, including the 4 percent rule, sequence of returns risk, and how to balance discretionary and essential spending. They discuss how these facto... more

YouTube

Key Facts

Accepts Guests
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.

The Retirement and IRA Show
The Retirement and IRA ShowJim Saulnier, CFP® & Chris Stein, CFP®
Retirement Answer Man
Retirement Answer ManRoger Whitney, CFP®, CIMA®, RMA, CPWA®
Big Picture Retirement®
Big Picture Retirement®Devin Carroll, CFP® & John Ross, JD
Retirement Starts Today
Retirement Starts TodayBenjamin Brandt CFP®, RICP®

Recent Guests

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
Personal finance journalist and author of My Mother's Money, A Guide to Financial Caregiving
MarketWatch
Episode: Episode 205: Preparing for the Financial Side of Caregiving
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
The father of the 4% rule and retirement planning expert
Bengen Financial Services
Episode: Episode 197: RWS Live! With Bill Bengen: Part 2
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
John Manganaro
Senior reporter for ThinkAdvisor covering retirement income planning and financial technology.
ThinkAdvisor
Episode: Episode 184: Can Tech Replace Your Financial Advisor?

Hosts

Wade Pfau
Co-host and retirement researcher with extensive expertise in retirement planning and income strategies.
Alex Murguia
Co-host and financial advisor with a focus on retirement research, providing insights into various aspects of retirement planning.

Reviews

4.0 out of 5 stars from 218 ratings
  • 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 Statesa month 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 States2 months ago
  • Talking at people

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

    Apple Podcasts
    1
    Katie Dubs
    United States2 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 Podcasts
    5
    ChefRichO
    United States2 months ago
  • Episode 200!

    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!

    Apple Podcasts
    5
    Dimmy89037
    United States3 months ago

Listeners Say

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

The banter between the hosts is appreciated by many, adding a lighthearted touch to complex topics. Others feel it detracts from the main content.
Effective at explaining intricate retirement strategies and issues, offering practical advice and relatable discussions.
Hosts are knowledgeable and provide valuable insights into retirement planning, but some listeners find the style distracting.

Chart Rankings

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

Apple Podcasts
#240
United States/Business/Investing
Apple Podcasts
#71
Ireland/Business/Investing
Apple Podcasts
#228
Ireland/Business
Apple Podcasts
#245
New Zealand/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

[Best of 2025 Repost] Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen
Q: What is a reasonable withdrawal rate today given the market conditions?
A withdrawal rate of about 5.5% seems reasonable although cautious due to high market valuations and uncertain inflation.
Episode 209: Your TIPS Questions Answered: Inflation Protection, Interest Rates, and Retirement Income
Q: Is there another way to get guaranteed inflation-adjusted income?
Yes, delaying Social Security is a great way to secure inflation-adjusted income in the form of a higher payout later on, which can be supported by a TIPS ladder.
Episode 209: Your TIPS Questions Answered: Inflation Protection, Interest Rates, and Retirement Income
Q: How would you respond to the question of whether to lock in rates now or wait for potentially better rates in the future?
Predicting interest rates is challenging and essentially a coin flip. While they could go up or down, current TIPS yields are relatively attractive, and locking them in now may be beneficial.
Episode 207: Your Tax Questions Answered: 401(k)s, Roth Conversions, and RMDs
Q: What do demographic trends and tax trends mean to equities and interest rates over the next 20 to 30 years?
The market already knows this; the best thing you could do is consistently diversify your portfolio across asset classes that have expected rates of return.
Episode 207: Your Tax Questions Answered: 401(k)s, Roth Conversions, and RMDs
Q: Is it worth doing Roth conversions now considering there isn't a large or any tax benefit?
You want to consider Roth conversions if you're going to get a tax benefit from it; if not, there's really no particular reason to do it.

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?

Focused on retirement income planning, this podcast offers listeners insights into crafting personalized financial strategies tailored to individual needs and personalities. The hosts guide discussions around complex topics such as retirement spending, tax strategies, estate planning, and the emotional aspects of retirement, aiming to demystify financial jargon and provide accessible guidance for listeners navigating their retirement journeys. Unique to this series is the incorporation of listener questions and expert guest insights, enriching the dialogue and allowing for a variety of perspectives on planning for retirement.

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 three 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. The Retirement and IRA Show
2. Retirement Planning Education, with Andy Panko
3. Retirement Answer Man
4. Big Picture Retirement®
5. Retirement Starts Today

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?

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. 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.

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