Hosted by Wade Pfau & Alex Murguia · 🇺🇸 US · EN · 100 episodes
Established thought leaders with verified media credentials.
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.
Wade Pfau & Alex Murguia hosts Retire With Style, a business show with 100 episodes published.
In this final part of the Retire With Style Live Q&A, Wade Pfau and Alex Murguia answer a wide range of retirement planning questions covering annuities and life insurance surrender charges, the financial impact of losin
In Part 1 of this live Q&A episode of Retire With Style, Wade Pfau and Alex Murguia answer listener questions covering reverse mortgages, retirement withdrawal rates, Roth conversion strategies, tax-efficient retirement
In this episode of 'Retire with Style', Wade Pfau and Alex Murguia discuss the non-financial aspects of retirement with Jason Rizkallah. They explore how relationships change during retirement, the importance of maintain
This episode of Retire With Style explores the non-financial aspects of retirement, focusing on how retirees can build purpose, identity, and fulfillment beyond just having enough money. Wade Pfau, Alex Murguia, and gues
This episode of Retire With Style explores the non-financial aspects of retirement, focusing on how retirees can build purpose, identity, and fulfillment beyond just having enough money. Wade Pfau, Alex Murguia, and gues
This episode of Retire with Style continues the Retirement Planning Guidebook series by focusing on how tax planning changes when legacy and estate considerations are incorporated into the retirement planning process. Wa
This episode of Retire with Style continues the Retirement Planning Guidebook series by focusing on how tax planning changes when legacy and estate considerations are incorporated into the retirement planning process. Wa
In this episode of Retire With Style, Wade Pfau and Alex Murguia walk through the foundational elements of estate, legacy, and incapacity planning from Chapter 11 of the Retirement Planning Guidebook. They discuss why es
In this episode of Retire With Style, Wade Pfau and Alex Murguia walk through the foundational elements of estate, legacy, and incapacity planning from Chapter 11 of the Retirement Planning Guidebook. They discuss why es
In this episode of Retire with Style, Wade and Alex continue their discussion of retirement tax pitfalls. They focus on how small increases in income can trigger disproportionately large financial consequences through lo
In this episode of Retire with Style, Wade and Alex continue their discussion of retirement tax pitfalls. They focus on how small increases in income can trigger disproportionately large financial consequences through lo
In this episode of 'Retire with Style', Wade Pfau and Alex Murguia delve into the intricacies of tax planning as part of retirement strategy. They discuss the importance of asset location in retirement accounts, the pitf
In this episode of 'Retire with Style', Wade Pfau and Alex Murguia delve into the intricacies of tax planning as part of retirement strategy. They discuss the importance of asset location in retirement accounts, the pitf
This week on Retire with Style, Alex and Wade focus on how retirees can improve tax efficiency to maximize after-tax spending power. They walk through the structure of the tax system, emphasizing the importance of unders
This week on Retire with Style, Alex and Wade focus on how retirees can improve tax efficiency to maximize after-tax spending power. They walk through the structure of the tax system, emphasizing the importance of unders
In this episode, Wade Pfau and Alex Murguia revisit reverse mortgages and explain why they are often misunderstood in retirement planning. Rather than a last-resort tool, they frame modern HECM reverse mortgages as a str
In this episode, Wade Pfau and Alex Murguia revisit reverse mortgages and explain why they are often misunderstood in retirement planning. Rather than a last-resort tool, they frame modern HECM reverse mortgages as a str
In this episode of Retire with Style, Wade and Alex continue the breakdown of the Retirement Planning Guidebook Third Edition. Focusing on one of the most overlooked but impactful retirement decisions: housing. Wade and
In this episode of Retire with Style, Wade and Alex continue the breakdown of the Retirement Planning Guidebook Third Edition. Focusing on one of the most overlooked but impactful retirement decisions: housing. Wade and
This episode continues the long-term care discussion by breaking down how long-term care insurance actually works, including benefit structures, coverage limits, and key policy levers like waiting periods and inflation a
Dr. Wade Pfau
Professor of Practice · The American College of Financial Services
11 appearances on this show
Bill Bengen
8 appearances on this show
Beth Pinsker
certified financial planner, MarketWatch columnist, author of My Mother’s Money · MarketWatch
2 appearances on this show
Dan Haylett
retirement coach, financial planner, keynote speaker, creator of the “Humans vs Retirement” platform, and author · UK-based retirement transition coach
2 appearances on this show
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Retire With Style is hosted by Wade Pfau & Alex Murguia. The show is categorised under business (investing) and has published 100 episodes.
Retire With Style has published 100 episodes.
Retire With Style regularly covers business, investing, education. It sits in the business category, with a investing focus.
Retire With Style is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Retire With Style hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Retire With Style average 37 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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