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 147: Navigating Medicare and Tax Planning
Retire With Style
Episode 146: The Concept of the 'Tax Torpedo'
Retire With Style
Episode 145: Mastering Tax-Efficient Withdrawals
Retire With Style
Episode 144: Understanding the Rules of RMDs
Retire With Style
Episode 143: The Importance of Asset Location and Asset Allocation
Retire With Style
Episode 142: Tax-Efficient Retirement Strategies
Retire With Style
Episode 141: Tax-Efficient Retirement Distributions
Retire With Style
Episode 140: Are you ready for our Retirement Income Challenge? Join us as we be...
Retire With Style
Episode 139: What to expect in Retirement
Retire With Style
Episode 138: The Meaning of Retirement
Retire With Style
Episode 137: The Evolution of Messaging in the Financial Advisory Industry
Retire With Style
Episode 136: Personal Values Investing - Understanding and Using ESG Investments...
Retire With Style
Episode 135: RISA® in Action with James Matthews
Retire With Style
Episode 134 YouTube Live Q&A (not really): Answering Your Questions about Portfo...
Retire With Style
Episode 133: YouTube Live Q&A (not really): Answering Your Retirement Planning Q...
Retire With Style
Episode 132: YouTube Live Q&A (Part 3)
Retire With Style
Episode 131: The Impact of the Election on the Stock Market and Retirement Plann...
Retire With Style
Episode 130: YouTube Live Q&A (Part 2)
Retire With Style
Episode 129: YouTube Live Q&A (Part 1)
Retire With Style
Episode 128: Long-Term Care Planning (Part 12): The Different Features of Long-T...
Retire With Style
Episode 127: Long-Term Care Planning (Part 11): Traditional Long-Term Care Insur...
Retire With Style
Episode 126: Long- Term Care Planning (Part 10): Medicaid as A Funding Source
Retire With Style
Episode 125: The Importance of Incorporating Long-Term Care Into Financial Plann...
Retire With Style
Episode 124: Insights into Continuing Care Retirement Communities with Rob Corde...
Retire With Style
Episode 123: The Importance of Long-Term Care Planning in Retirement with Neal G...
Retire With Style
Episode 122 : Thinking Like A (Financial) Economist
Retire With Style