25 episodes

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.

Retire With Style Wade Pfau & Alex Murguia

    • Business
    • 4.5 • 45 Ratings

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.

    Episode 25: What is Your Funded Ratio? Part 1

    Episode 25: What is Your Funded Ratio? Part 1

    In the episode, Wade, Alex, and very special guest Bob, discuss the Funded Ratio - a household balance sheet oriented approach to analyzing your retirement income plan. Your Funded Ratio answers a very simple question - do you have enough to meet your future spending goals? Listen to the episode to find out.

     


    This episode is sponsored by Retirement Researcher https://retirementresearcher.com/ 

    • 41 min
    Episode 24: What is the Retirement Income Challenge?

    Episode 24: What is the Retirement Income Challenge?

    In this episode, Wade and Alex talk with Bob French about Retirement Researcher’s upcoming Retirement Income Challenge. Creating a retirement income plan - especially one that fits you - is not easy. But the Retirement Income Challenge will give you all of the tools that you need to design and build a plan that will work for you and your retirement. Listen to the episode to find out how.

    To sign up for this free four day challenge (August 1st through the 4th from 12:00-2:00 PM ET each day), visit: https://risaprofile.com/podcast

    • 43 min
    Episode 23: What Are Your Spending Patterns in Retirement

    Episode 23: What Are Your Spending Patterns in Retirement

    In this session, Wade and Alex sit down with expert David Blanchett to discuss his research around the retirement spending smile. Find out how what you spend during the first phase of retirement differs from your second and third phase. We discuss in depth David’s groundbreaking research on the retirement spending smile. While certain expenses may increase as you age, others decrease. Do they balance out? Listen to this episode to find out.

    This episode is sponsored by Retirement Researcher. Join the upcoming Retirement Income Challenge! https://risaprofile.com/podcast

    • 34 min
    Episode 22: How to Get Those Unknown Expenses in Retirement Right, Pt 2

    Episode 22: How to Get Those Unknown Expenses in Retirement Right, Pt 2

    While expectations are one thing, in life “results vary.” In the episode, Wade and Alex break down how to think about those unexpected expense projections that are tough to pin down.

    This episode is sponsored by Retirement Researcher https://retirementresearcher.com/ 

    This episode is sponsored by McLean Asset Management http://mcleanam.com/

    • 48 min
    Episode 21: How to Get Those Unknown Expenses in Retirement Right, Pt 1

    Episode 21: How to Get Those Unknown Expenses in Retirement Right, Pt 1

    While expectations are one thing, in life “results vary.” In the episode, Wade and Alex break down how to think about those unexpected expense projections that are tough to pin down.

    This episode is sponsored by Retirement Researcher https://retirementresearcher.com/ 

    This episode is sponsored by McLean Asset Management http://mcleanam.com/

    • 41 min
    Episode 20: Talking with a Financial Advisor About Market Downturns and Retirement, Pt 2

    Episode 20: Talking with a Financial Advisor About Market Downturns and Retirement, Pt 2

    This week, Alex and Bob continue their conversation with Brian Bass, CFP, RICP, one of the advisors from McLean Asset Management, on how he is talking to his clients about what’s going on in the markets - and how it’s affecting their retirement plans. 

    Join our waitlist for the Retirement Income Challenge here: http://retirementresearcher.pages.ontraport.net/waitlist/ric 

    This episode is sponsored by Retirement Researcher https://retirementresearcher.com/ 

    and McLean Asset Management https://www.mcleanam.com/

    • 51 min

Customer Reviews

4.5 out of 5
45 Ratings

45 Ratings

asaj123 ,

Great content

Wade is great to listen to. Alex not so much - silly humor, giggling, nonsensical linking of topics to examples. Dial it back Alex.

Bilbon1575 ,

Decent content, but Alex is a joke that’s not funny

Dr. Pfau is an acknowledged expert but Alex is bothersome. Content is decent, but Alex is not as funny as he thinks he is. He makes it difficult to listen to the podcast

First time reviewe ,

Good stuff but they interrupt or unnecessarily step on each other’s thoughts.

I’m looking at you, Alex.

Top Podcasts In Business

Ramsey Network
NPR
iHeartPodcasts
Vox Media Podcast Network
Guy Raz | Wondery
Jocko DEFCOR Network

You Might Also Like

Andy Panko
Jim Saulnier, CFP® & Chris Stein, CFP®
Steve Chen & Davorin Robison
Benjamin Brandt CFP®, RICP®
Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®
Jason Parker