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Retire With Style

Wade Pfau & Alex Murguia

EN240 episodes
businessinvestingeducationhow to

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.

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Episodes (240)

Episode 197: RWS Live! With Bill Bengen: Part 2

Retire With Style

Sep 23, 202531:39pending

Episode 196: RWS Live! With Bill Bengen: Part 1

Retire With Style

Sep 16, 202529:54pending

Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen

Retire With Style

Sep 9, 202539:05pending

Episode 194: RWS Live! Rethinking Retirement: Inflation, Annuities, and Roth Con...

Retire With Style

Sep 2, 202538:57pending

Episode 193: RWS Live!: From Tontines to ETFs: Exploring Innovative Retirement S...

Retire With Style

Aug 26, 202533:35pending

Episode 192- Beyond The 4% Rule

Retire With Style

Aug 19, 202536:05pending

Episode 191: From Cash to HELOCs What’s in Your Buffer Toolbox

Retire With Style

Aug 12, 202536:38pending

Episode 190- Buffer Assets, Bad Timing, and Better Plans

Retire With Style

Aug 5, 202528:29pending

Episode 189: Gold Is Shiny- But Is It Smart?

Retire With Style

Jul 29, 202538:28pending

Episode 188: Are TIPS the Retirement Safety Net You’ve Been Missing?

Retire With Style

Jul 22, 202543:10pending

Episode 187: Couples, Roths, and SPIAs- Oh My!

Retire With Style

Jul 15, 202528:55pending

Episode 186: How to Build a Retirement Plan That Lasts (and Saves on Taxes)

Retire With Style

Jul 8, 202532:19pending

Episode 185: Retire with Style Live Q&A

Retire With Style

Jul 1, 20251:04:37pending

Episode 184: Can Tech Replace Your Financial Advisor?

Retire With Style

Jun 24, 202552:59pending

Episode 183: Retire Smarter, Not Harder

Retire With Style

Jun 17, 202552:15pending

Episode 182: When Disaster Strikes… Should You Invest?

Retire With Style

Jun 10, 202532:34pending

Episode 181: Bricks, Mortar and Retirement

Retire With Style

Jun 3, 202539:01pending

Episode 180: The Secret Life of Private Investments

Retire With Style

May 27, 202555:11pending

Episode 179: Forecasts, Futures, and Funds: Inside the Hedge Fund Playbook

Retire With Style

May 20, 202544:57pending

Episode 178: Hedging Your Bets in Retirement: What You Should Know

Retire With Style

May 13, 202556:58pending

Episode 177: Winning the Loser’s Game: A Look at Alternative Investments

Retire With Style

May 6, 202552:49pending

Episode 176: Strategic Retirement Planning: Q&A on Income, Taxes, and Investment...

Retire With Style

Apr 29, 202534:41pending

Episode 175: Can Money Buy Happiness in Retirement?

Retire With Style

Apr 22, 202551:15pending

Episode 174: The Psychology of Investing: Understanding Market Reactions

Retire With Style

Apr 16, 202530:27pending

Episode 173: Navigating Market Volatility: Strategies for Investors

Retire With Style

Apr 8, 202549:11pending

Episode 172: Understanding Market Volatility

Retire With Style

Apr 1, 202553:00pending

Episode 171: Unlocking the Secrets of Bond Laddering

Retire With Style

Mar 25, 202549:57pending

Episode 170: The Importance of Your Planning Assumptions Part 2

Retire With Style

Mar 18, 202529:42pending

Episode 169: The Importance of Your Financial Planning Assumptions: Part 1

Retire With Style

Mar 11, 202531:00pending

Episode 168: Funded Ratio vs. Monte Carlo: Which is Better?

Retire With Style

Mar 4, 202545:17pending

Episode 167: Navigating Retirement Goals: The Four L's

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Feb 25, 202537:28pending

Episode 166: Mastering Your Financial Future: A Framework for Success

Retire With Style

Feb 18, 202535:25pending

Episode 165: Tax Planning Essentials for Retirees

Retire With Style

Feb 11, 202537:39pending

Episode 164: Investment Insights: What 2024 Taught Us

Retire With Style

Feb 4, 202553:45pending

Episode 163: 2025 Retirement Planning Guidebook Updates

Retire With Style

Jan 28, 202537:29pending

Episode 162: Retire with Style Live (not really) Q&A: Part 6

Retire With Style

Jan 21, 202548:57pending

Episode 161: Retire with Style Live (not really) Q&A: Part 5

Retire With Style

Jan 14, 202553:34pending

Episode 160: Retire with Style Live (not really) Q&A: Part 4

Retire With Style

Jan 7, 202546:14pending

Episode 159: Retire with Style Live (not really) Q&A: Part 3

Retire With Style

Dec 31, 202427:47pending

Episode 158: Retire with Style Live (not really) Q&A: Part 2

Retire With Style

Dec 24, 202434:50pending

Episode 157: Retire with Style Live (not really) Q&A Part 1

Retire With Style

Dec 17, 202438:28pending

Episode 156: Navigating The New Retirement Landscape

Retire With Style

Dec 10, 202443:15pending

Episode 155: Navigating Roth Conversions: Key Strategies and Insights

Retire With Style

Dec 3, 202448:50pending

Episode 154 The Financial Advisor's Guide to Roth Conversions Part 2

Retire With Style

Nov 26, 202440:50pending

Episode 153: The Financial Advisor's Guide to Roth Conversions

Retire With Style

Nov 19, 202436:17pending

Episode 152: Navigating Holiday Money Talks

Retire With Style

Nov 12, 202457:17pending

Episode 151: Financial Strategies for Early Retirement

Retire With Style

Nov 5, 202442:40pending

Episode 150: Lump Sum or Annuity: What’s Right for You?

Retire With Style

Oct 29, 202454:15pending

Episode 149: The Various Aspects of Tax Planning

Retire With Style

Oct 22, 202447:06pending

Episode 148: Tax-Efficient Income Stacking

Retire With Style

Oct 15, 202428:06pending