Despre acest podcast
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.
Episoade
Cele mai noi 20 din 100 episoade
- Episode 253: Required Minimum Distributions Explained: How to Avoid Costly Tax Surprises · 31 min · Sezonul 2 Episodul 53Required Minimum Distributions (RMDs) are an unavoidable part of retirement for many retirees, but understanding how they work can help you avoid costly tax surprises. In this…
- Episode 251: Retirement Tax Planning 101: How Your Income Is Really Taxed · 31 min · Sezonul 2 Episodul 51In this episode of ’Retire with Style’, Alex and Wade introduce their new studio and discuss the upcoming tax planning challenge. They delve into the basics of federal income…
- Episode 252: Tax Diversification: How to Keep More of Your Retirement Savings · 48 min · Sezonul 2 Episodul 52Not all retirement accounts are created equal, especially when it comes to taxes. In this episode of Retire With Style, Wade and Alex break down the different types of retirement…
- Episode 250: Do Annuities Actually Improve Retirement Outcomes? What the Math Says · 39 min · Sezonul 2 Episodul 50In this episode of Retire With Style, Wade Pfau and Alex Murguia continue answering listener questions from their recent YouTube Live Q&A, tackling several important…
- Episode 249: Why Your Tax Bracket Doesn’t Tell the Whole Story · 40 min · Sezonul 2 Episodul 49In this tax-focused episode of Retire With Style, Wade and Alex tackle listener questions about how taxes should influence retirement decisions, with a particular emphasis on…
- Episode 248: Are You Doing Roth Conversions the Wrong Way? · 32 min · Sezonul 2 Episodul 48In the final part of the Retire With Style Live Q&A, Wade and Alex tackle listener questions on tax-efficient retirement withdrawals, Roth conversions, Social Security…
- Episode 247: Is the 4% Rule Still Relevant? What the Retirement Math Says · 33 min · Sezonul 2 Episodul 47In this episode of Retire with Style, Wade and Alex tackle listener questions spanning some of the most important decisions retirees and pre-retirees face, including tax…
- Episode 246: Why 100% Bonds May Not Be the Safest Retirement Portfolio · 33 min · Sezonul 2 Episodul 46In this live Retire With Style Q&A, Wade Pfau and Alex Murguia tackle a wide range of retirement planning questions, including Social Security survivor benefits for divorced…
- Episode 245: Retirement Withdrawals: When to Use Your Portfolio, When to Use a Buffer · 35 min · Sezonul 2 Episodul 45In this episode of ’Retire with Style’, hosts Alex Murguia and Wade Pfau discuss various aspects of retirement planning, including the importance of finding purpose in…
- Episode 244: Why Being Safety-First Doesn’t Mean You Need an Annuity · 27 min · Sezonul 2 Episodul 44In this episode of ’Retire with Style’, hosts Alex Murguia and Wade Pfau discuss various aspects of retirement planning, including the importance of tax planning, the role of…
- Episode 243: Why Annuities Aren’t Really Investments · 31 min · Sezonul 2 Episodul 43In this episode of Retire with Style, Wade Pfau and Alex Murguia delve into various retirement income strategies, focusing on hybrid approaches that combine time segmentation and…
- Episode 242: Why Playing It Safe in Retirement Can Actually Be Risky · 40 min · Sezonul 2 Episodul 42In this episode of ’Retire with Style’, Alex Murguia and Wade Pfau dive into various aspects of retirement planning, focusing on Social Security benefits, military survivor…
- Episode 241:Can AI Build Your Retirement Withdrawal Strategy? · 31 min · Sezonul 2 Episodul 41In this Q&A episode of Retire With Style, Alex and Wade tackle several questions about building and managing a retirement income strategy, beginning with whether AI is ready to…
- Episode 240: Does Sequence Risk Last Longer Than You Think? · 33 min · Sezonul 2 Episodul 40In this episode of Retire with Style, Alex Murguia and Wade Pfau explore how to manage retirement portfolios through the lens of sequence of returns risk. They discuss why the…
- Episode 239: Are You Overinvested in Bonds? The Retirement Math May Surprise You · 39 min · Sezonul 2 Episodul 39📘 New Release: The Retirement Planning Guidebook (3rd Edition) Wade Pfau’s must-read Retirement Planning Guidebook just got even better. The 3rd Edition is now available and…
- Episode 238: SpaceX, Mega-IPOs, and Indexing: When to Buy, When to Wait · 33 min · Sezonul 2 Episodul 38In this episode of ’Retire with Style’, Wade Pfau and Alex Murguia dive into the implications of the SpaceX IPO, exploring its unique characteristics, the risks associated with…
- Clarification on Ep. 237 HSA Rules for Beneficiaries · 7 min · Episodul 221In this episode, Alex and Wade clarify important aspects of Health Savings Accounts (HSAs), particularly focusing on the rules surrounding beneficiaries. They address common…
- Episode 237: Should You Spend Your HSA or Let It Grow? · 45 min · Sezonul 2 Episodul 37In this episode of ’Retire with Style’, Alex Murguia and Wade Pfau dive into tax planning strategies, focusing on Roth conversions, effective marginal tax rates, and withdrawal…
- Episode 236: Are Annuities Better than Bonds in Retirement? · 32 min · Sezonul 2 Episodul 36In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau address various listener questions regarding retirement planning. They discuss the implications of…
- Episode 235: Are Stocks Enough to Protect You From Inflation? · 33 min · Sezonul 2 Episodul 35In this episode of Retire with Style, Wade Pfau and Alex Murguia continue to answer listener questions, including how stocks perform during inflationary periods, whether equity…
