Retire With Style
Wade Pfau & Alex Murguia
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.com/style and sign up to take the industry’s first financial personality tool for retirement planning.
Episodes (240)
Episode 244: Why Being Safety-First Doesn’t Mean You Need an Annuity
Retire With Style
Episode 243: Why Annuities Aren’t Really Investments
Retire With Style
Episode 242: Why Playing It Safe in Retirement Can Actually Be Risky
Retire With Style
Episode 241:Can AI Build Your Retirement Withdrawal Strategy?
Retire With Style
Episode 240: Does Sequence Risk Last Longer Than You Think?
Retire With Style
Episode 239: Are You Overinvested in Bonds? The Retirement Math May Surprise You
Retire With Style
Episode 238: SpaceX, Mega-IPOs, and Indexing: When to Buy, When to Wait
Retire With Style
Clarification on Ep. 237 HSA Rules for Beneficiaries
Retire With Style
Episode 237: Should You Spend Your HSA or Let It Grow?
Retire With Style
Episode 236: Are Annuities Better than Bonds in Retirement?
Retire With Style
Episode 235: Are Stocks Enough to Protect You From Inflation?
Retire With Style
Episode 234: Cash in Retirement: When to Hold It, When to Invest It
Retire With Style
Episode 233: Should You Worry About Social Security Running Out?
Retire With Style
Episode 232: Is 4.7% the New Safe Withdrawal Rate?
Retire With Style
Episode 231: Why Financial Planning Alone Won't Prepare You for Retirement
Retire With Style
Episode 230: Are You Emotionally Ready for Retirement? Beyond the Financial Plan
Retire With Style
Episode 229: How to Leave More Wealth to Your Children After Taxes
Retire With Style
Episode 228: Is Your Family Prepared If Something Happens to You?
Retire With Style
Episode 227: Can $1 Really Cost You $20,000 in Retirement? How to Avoid Tax Clif...
Retire With Style
Episode 226: 5 Tax Planning Mistakes That Can Reduce Your Retirement Income
Retire With Style
Episode 225: 3 Tax Strategies to Improve Retirement Income Efficiency
Retire With Style
Episode 224: Reverse Mortgages: Misunderstood or Misused?
Retire With Style
Episode 223: Downsizing in Retirement: When to Sell, When to Stay
Retire With Style
Episode 222: Do You Actually Need Long-Term Care Insurance in Retirement?
Retire With Style
Episode 221: What Actually Counts as Long-Term Care?
Retire With Style
Episode 220: Why Your Health Insurance Stops Working at 65
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Episode 219: Medicare Is Confusing: Here’s How to Make Sense of It
Retire With Style
Episode 218: Is Social Security Really Running Out? What the 2026 Numbers Show
Retire With Style
Episode 217: The Annuity Debate: Smart Strategy or Overpriced Product?
Retire With Style
Episode 216: The Retirement Tax Mistake That Costs Thousands
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Episode 215: Are You Paying More in Retirement Taxes Than You Should?
Retire With Style
Episode 214: When Spending More in Retirement Is Actually the Right Call
Retire With Style
Episode 213: Retirement Without Guesswork: The Four L’s and Funded Ratio Strateg...
Retire With Style
Episode 212: There Is No “Best” Retirement Plan: How to Choose What Actually Wor...
Retire With Style
Episode 211: The Math Behind Retirement Decisions (and Why It Matters)
Retire With Style
Episode 210: Navigating Tax Changes for 2026
Retire With Style
[Best of 2025 Repost] Episode 174 The Psychology of Investing Understanding Mark...
Retire With Style
[Best of 2025 Repost] Episode 195: The 4% Rule and Beyond: Retirement Strategies...
Retire With Style
Episode 209: Your TIPS Questions Answered: Inflation Protection, Interest Rates,...
Retire With Style
Episode 208: Your Retirement Spending Questions Answered: The 4 Percent Rule, Se...
Retire With Style
Episode 207: Your Tax Questions Answered: 401(k)s, Roth Conversions, and RMDs
Retire With Style
Episode 206: Wills, Trusts, and the Caregiving Journey
Retire With Style
Episode 205: Preparing for the Financial Side of Caregiving
Retire With Style
Episode 204: How Your Retirement Style Shapes Your Social Security Strategy
Retire With Style
Episode 203: OBBBA and You, Part 3: Building, Passing, and Protecting Wealth Und...
Retire With Style
Episode 202: OBBBA and You, Part 2: The Deductions That Could Change Your Tax Bi...
Retire With Style
Episode 201: OBBBA and You: How the “One Big Beautiful Bill” Reshapes Retirement...
Retire With Style
Episode 200 Celebration
Retire With Style
Episode 199: Beyond the Numbers: Planning for Life, Not Just Finances
Retire With Style
Episode 198: Beyond the Numbers: The Human Side of Retirement
Retire With Style