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Retire With Style

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 222: Is Long-Term Care Insurance Worth It Anymore?

27 mins; March 31, 2026

Episode 221: What Actually Counts as Long-Term Care?

30 mins; March 24, 2026

Episode 220: Why Your Health Insurance Stops Working at 65

27 mins; March 17, 2026

Episode 219: Medicare Is Confusing: Here’s How to Make Sense of It

26 mins; March 10, 2026

Episode 218: Is Social Security Really Running Out?

35 mins; March 03, 2026

Episode 217: The Annuity Debate: Smart Strategy or Overpriced Product?

46 mins; February 24, 2026

Episode 216: The Retirement Tax Mistake That Costs Thousands

34 mins; February 17, 2026

Episode 215: Are You Paying More in Retirement Taxes Than You Should?

35 mins; February 10, 2026

Episode 214: When Spending More in Retirement Actually Makes Sense

27 mins; February 03, 2026

Episode 213: Retirement Without Guesswork: The Four L’s and Funded Ratio Strategy

33 mins; January 27, 2026

Episode 212: There Is No “Best” Retirement Plan: How to Choose What Actually Works

31 mins; January 21, 2026

Episode 211: The Math Behind Retirement Decisions (and Why It Matters)

35 mins; January 13, 2026

Episode 210: Navigating Tax Changes for 2026

38 mins; January 06, 2026

[Best of 2025 Repost] Episode 174 The Psychology of Investing Understanding Market Reactions

30 mins; December 30, 2025

[Best of 2025 Repost] Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen

39 mins; December 23, 2025

Episode 209: Your TIPS Questions Answered: Inflation Protection, Interest Rates, and Retirement Income

33 mins; December 16, 2025

Episode 208: Your Retirement Spending Questions Answered: The 4 Percent Rule, Sequence Risk, and Glide Paths

44 mins; December 09, 2025

Episode 207: Your Tax Questions Answered: 401(k)s, Roth Conversions, and RMDs

40 mins; December 02, 2025

Episode 206: Wills, Trusts, and the Caregiving Journey

40 mins; November 25, 2025

Episode 205: Preparing for the Financial Side of Caregiving

39 mins; November 18, 2025

Episode 204: How Your Retirement Style Shapes Your Social Security Strategy

50 mins; November 11, 2025

Episode 203: OBBBA and You, Part 3: Building, Passing, and Protecting Wealth Under OBBBA

36 mins; November 04, 2025

Episode 202: OBBBA and You, Part 2: The Deductions That Could Change Your Tax Bill

40 mins; October 28, 2025

Episode 201: OBBBA and You: How the “One Big Beautiful Bill” Reshapes Retirement Taxes

39 mins; October 21, 2025

Episode 200 Celebration

62 hours 47 mins; October 14, 2025

Episode 199: Beyond the Numbers: Planning for Life, Not Just Finances

31 mins; October 07, 2025

Episode 198: Beyond the Numbers: The Human Side of Retirement

38 mins; September 30, 2025

Episode 197: RWS Live! With Bill Bengen: Part 2

31 mins; September 23, 2025

Episode 196: RWS Live! With Bill Bengen: Part 1

29 mins; September 16, 2025

Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen

39 mins; September 09, 2025

Episode 194: RWS Live! Rethinking Retirement: Inflation, Annuities, and Roth Conversions

38 mins; September 02, 2025

Episode 193: RWS Live!: From Tontines to ETFs: Exploring Innovative Retirement Solutions

33 mins; August 26, 2025

Episode 192- Beyond The 4% Rule

36 mins; August 19, 2025

Episode 191: From Cash to HELOCs What’s in Your Buffer Toolbox

36 mins; August 12, 2025

Episode 190- Buffer Assets, Bad Timing, and Better Plans

28 mins; August 05, 2025

Episode 189: Gold Is Shiny- But Is It Smart?

38 mins; July 29, 2025

Episode 188: Are TIPS the Retirement Safety Net You’ve Been Missing?

43 mins; July 22, 2025

Episode 187: Couples, Roths, and SPIAs- Oh My!

28 mins; July 15, 2025

Episode 186: How to Build a Retirement Plan That Lasts (and Saves on Taxes)

32 mins; July 08, 2025

Episode 185: Retire with Style Live Q&A

64 hours 37 mins; July 01, 2025

Episode 184: Can Tech Replace Your Financial Advisor?

52 mins; June 24, 2025

Episode 183: Retire Smarter, Not Harder

52 mins; June 17, 2025

Episode 182: When Disaster Strikes… Should You Invest?

32 mins; June 10, 2025

Episode 181: Bricks, Mortar and Retirement

39 mins; June 03, 2025

Episode 180: The Secret Life of Private Investments

55 mins; May 27, 2025

Episode 179: Forecasts, Futures, and Funds: Inside the Hedge Fund Playbook

44 mins; May 20, 2025

Episode 178: Hedging Your Bets in Retirement: What You Should Know

56 mins; May 13, 2025

Episode 177: Winning the Loser’s Game: A Look at Alternative Investments

52 mins; May 06, 2025

Episode 176: Strategic Retirement Planning: Q&A on Income, Taxes, and Investments

34 mins; April 29, 2025

Episode 175: Can Money Buy Happiness in Retirement?

51 mins; April 22, 2025

Episode 174: The Psychology of Investing: Understanding Market Reactions

30 mins; April 16, 2025

Episode 174: The Psychology of Investing: Understanding Market Reactions

30 mins; April 15, 2025

Episode 173: Navigating Market Volatility: Strategies for Investors

49 mins; April 08, 2025

Episode 172: Understanding Market Volatility

53 mins; April 01, 2025

Episode 171: Unlocking the Secrets of Bond Laddering

49 mins; March 25, 2025

Episode 170: The Importance of Your Planning Assumptions Part 2

29 mins; March 18, 2025

Episode 169: The Importance of Your Financial Planning Assumptions: Part 1

31 mins; March 11, 2025

Episode 168: Funded Ratio vs. Monte Carlo: Which is Better?

45 mins; March 04, 2025

Episode 167: Navigating Retirement Goals: The Four L's

37 mins; February 25, 2025

Episode 166: Mastering Your Financial Future: A Framework for Success

35 mins; February 18, 2025

Episode 165: Tax Planning Essentials for Retirees

37 mins; February 11, 2025

Episode 164: Investment Insights: What 2024 Taught Us

53 mins; February 04, 2025

Episode 163: 2025 Retirement Planning Guidebook Updates

37 mins; January 28, 2025

Episode 162: Retire with Style Live (not really) Q&A: Part 6

48 mins; January 21, 2025

Episode 161: Retire with Style Live (not really) Q&A: Part 5

53 mins; January 14, 2025

Episode 160: Retire with Style Live (not really) Q&A: Part 4

46 mins; January 07, 2025

Episode 159: Retire with Style Live (not really) Q&A: Part 3

27 mins; December 31, 2024

Episode 158: Retire with Style Live (not really) Q&A: Part 2

34 mins; December 24, 2024

Episode 157: Retire with Style Live (not really) Q&A Part 1

38 mins; December 17, 2024

Episode 156: Navigating The New Retirement Landscape

43 mins; December 10, 2024

Episode 155: Navigating Roth Conversions: Key Strategies and Insights

48 mins; December 03, 2024

Episode 154 The Financial Advisor's Guide to Roth Conversions Part 2

40 mins; November 26, 2024

Episode 153: The Financial Advisor's Guide to Roth Conversions

36 mins; November 19, 2024

Episode 152: Navigating Holiday Money Talks

57 mins; November 12, 2024

Episode 151: Financial Strategies for Early Retirement

42 mins; November 05, 2024

Episode 150: Lump Sum or Annuity: What’s Right for You?

54 mins; October 29, 2024

Episode 149: The Various Aspects of Tax Planning

47 mins; October 22, 2024

Episode 148: Tax-Efficient Income Stacking

28 mins; October 15, 2024

Episode 147: Navigating Medicare and Tax Planning

37 mins; October 08, 2024

Episode 146: The Concept of the 'Tax Torpedo'

31 mins; October 01, 2024

Episode 145: Mastering Tax-Efficient Withdrawals

38 mins; September 24, 2024

Episode 144: Understanding the Rules of RMDs

31 mins; September 17, 2024

Episode 143: The Importance of Asset Location and Asset Allocation

40 mins; September 10, 2024

Episode 142: Tax-Efficient Retirement Strategies

51 mins; September 03, 2024

Episode 141: Tax-Efficient Retirement Distributions

53 mins; August 27, 2024

Episode 140: Are you ready for our Retirement Income Challenge? Join us as we begin next week.

44 mins; August 20, 2024

Episode 139: What to expect in Retirement

46 mins; August 13, 2024

Episode 138: The Meaning of Retirement

44 mins; August 06, 2024

Episode 137: The Evolution of Messaging in the Financial Advisory Industry

51 mins; July 30, 2024

Episode 136: Personal Values Investing - Understanding and Using ESG Investments in Your Portfolio

44 mins; July 23, 2024

Episode 135: RISA® in Action with James Matthews

59 mins; July 16, 2024

Episode 134 YouTube Live Q&A (not really): Answering Your Questions about Portfolio Allocation in Retirement

36 mins; July 09, 2024

Episode 133: YouTube Live Q&A (not really): Answering Your Retirement Planning Questions with Rob Cordeau

40 mins; July 02, 2024

Episode 132: YouTube Live Q&A (Part 3)

35 mins; June 25, 2024

Episode 131: The Impact of the Election on the Stock Market and Retirement Planning

47 mins; June 18, 2024

Episode 130: YouTube Live Q&A (Part 2)

51 mins; June 11, 2024

Episode 129: YouTube Live Q&A (Part 1)

43 mins; June 04, 2024

Episode 128: Long-Term Care Planning (Part 12): The Different Features of Long-Term Care Planning

53 mins; May 28, 2024

Episode 127: Long-Term Care Planning (Part 11): Traditional Long-Term Care Insurance Policies

48 mins; May 21, 2024

Episode 126: Long- Term Care Planning (Part 10): Medicaid as A Funding Source

32 mins; May 14, 2024

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Retire With Style

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