20 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 • 38 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 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
    Episode 19: Talking with a Financial Advisor About Market Downturns and Retirement Plans, Pt 1

    Episode 19: Talking with a Financial Advisor About Market Downturns and Retirement Plans, Pt 1

    This week, Alex and Bob talk to 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. We also discuss how your retirement income style shapes how you react to market movements.

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

    • 32 min
    Episode 18: Spending Trends in Retirement

    Episode 18: Spending Trends in Retirement

    Wade and Alex invite Michael Finke for an encore episode where they discuss the research surrounding spending trends in retirement. As you start thinking about how you will spend down your assets, you’ll want to know what you should expect.

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

    • 46 min
    Episode 17: Should Protected Income Be Part of Your Retirement Income Plan?

    Episode 17: Should Protected Income Be Part of Your Retirement Income Plan?

    In this episode, we discuss with Michael Finke, his research with Wade about the potential benefits to having protected income in your retirement plan. We discuss why advisors and individuals need to understand this individual preference before they can begin to create a retirement income plan.

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

    • 42 min
    Episode 16: Inflation - How Did We Get Here and What is the Market Telling Us?

    Episode 16: Inflation - How Did We Get Here and What is the Market Telling Us?

    In the episode, we bring back Bob French to help us breakdown inflation within the context of the pandemic and recovery. We also discuss why a steady state of inflation is better than the alternative, what your planning implications are, and what strategies do or do not provide a good hedge for rising inflation within your overarching retirement income strategy.

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

    • 52 min
    Episode 15: How Volatile Markets Affect Your Investor Psychology and What You Can Do About It

    Episode 15: How Volatile Markets Affect Your Investor Psychology and What You Can Do About It

    Wade and Alex take the events from the current market downturn and discuss how our psychological make up becomes our own worst enemy when it comes to investment and retirement decisions we make under times of extreme market volatility.

    We discuss how you utilize an effective framework to set up guardrails that help you make better investment and retirement income decisions going forward.

    This episode is brought to you by McLean Asset Management. For planning help, visit https://www.mcleanam.com/start/

    • 52 min

Customer Reviews

4.5 out of 5
38 Ratings

38 Ratings

First time reviewe ,

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

I’m looking at you, 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

Mksk415 ,

Excellent

A lot of helpful information presented in a listenable way. Both Alex and Wade do a great job. Thank you for such an excellent podcast!

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