Retire With Style

Retire With Style

Por: 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.
100 episodios disponibles

Latest episodes of the podcast Retire With Style

Episode 211: The Math Behind Retirement Decisions (and Why It Matters) 13/01/2026
Episode 210: Navigating Tax Changes for 2026 06/01/2026
[Best of 2025 Repost] Episode 174 The Psychology of Investing Understanding Market Reactions 30/12/2025
[Best of 2025 Repost] Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen 23/12/2025
Episode 209: Your TIPS Questions Answered: Inflation Protection, Interest Rates, and Retirement Income 16/12/2025
Episode 208: Your Retirement Spending Questions Answered: The 4 Percent Rule, Sequence Risk, and Glide Paths 09/12/2025
Episode 207: Your Tax Questions Answered: 401(k)s, Roth Conversions, and RMDs 02/12/2025
Episode 206: Wills, Trusts, and the Caregiving Journey 25/11/2025
Episode 205: Preparing for the Financial Side of Caregiving 18/11/2025
Episode 204: How Your Retirement Style Shapes Your Social Security Strategy 11/11/2025
Episode 203: OBBBA and You, Part 3: Building, Passing, and Protecting Wealth Under OBBBA 04/11/2025
Episode 202: OBBBA and You, Part 2: The Deductions That Could Change Your Tax Bill 28/10/2025
Episode 201: OBBBA and You: How the “One Big Beautiful Bill” Reshapes Retirement Taxes 21/10/2025
Episode 200 Celebration 14/10/2025
Episode 199: Beyond the Numbers: Planning for Life, Not Just Finances 07/10/2025
Episode 198: Beyond the Numbers: The Human Side of Retirement 30/09/2025
Episode 197: RWS Live! With Bill Bengen: Part 2 23/09/2025
Episode 196: RWS Live! With Bill Bengen: Part 1 16/09/2025
Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen 09/09/2025
Episode 194: RWS Live! Rethinking Retirement: Inflation, Annuities, and Roth Conversions 02/09/2025
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