Podcast Episodes
Back to SearchEpisode 199: Beyond the Numbers: Planning for Life, Not Just Finances
Season 1 Episode 199
In part two of their conversation, financial advisors Alex Murguia and Dan Haylett explore the challenges of financial advising, focusing on client objections, the importance of listening, and integr…
Published on 11 hours ago
Episode 198: Beyond the Numbers: The Human Side of Retirement
Season 1 Episode 198
In part one of their conversation with Dan Haylett, Wade Pfau and Alex Murguia explore the human side of retirement planning. They emphasize that financial planning is only part of the equation and d…
Published on 1 week ago
Episode 197: RWS Live! With Bill Bengen: Part 2
Season 1 Episode 197
In this conversation, Wade Pfau, Alex Murguia and Bill Bengen discuss various aspects of retirement planning, focusing on risk management, asset allocation, and the implications of market conditions …
Published on 2 weeks ago
Episode 196: RWS Live! With Bill Bengen: Part 1
Season 1 Episode 196
In this live Q&A session, Wade Pfau, Alex Murguia, and Bill Bengen discuss the intricacies of safe withdrawal rates in retirement, focusing on the relevance of the 4% rule, the impact of inflation, a…
Published on 3 weeks ago
Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen
Season 1 Episode 195
In this episode of Retire with Style, Wade Pfau and Alex Murguia talk with William Bengen, pioneer of the 4% rule in retirement planning. They explore the rule’s evolution, how inflation and market v…
Published on 4 weeks ago
Episode 194: RWS Live! Rethinking Retirement: Inflation, Annuities, and Roth Conversions
Season 1 Episode 194
In this conversation, Alex Murguia and Wade Pfau explore strategies for retirement planning, including hedging against inflation, using break-even analysis in Social Security decisions, and evaluatin…
Published on 1 month ago
Episode 193: RWS Live!: From Tontines to ETFs: Exploring Innovative Retirement Solutions
Season 1 Episode 193
In this conversation, Wade Pfau and Alex Murguia discuss retirement planning topics including market downturns, buffer assets, demographic trends, and emerging products like tontines and buffered ETF…
Published on 1 month, 1 week ago
Episode 192- Beyond The 4% Rule
Season 1 Episode 192
In this episode of Retire with Style, Alex Murguia and Wade Pfau dive into key retirement planning topics, including sequence risk, the 4% rule, withdrawal strategies, and bond yields. They highlight…
Published on 1 month, 2 weeks ago
Episode 191: From Cash to HELOCs What’s in Your Buffer Toolbox
Season 1 Episode 191
In this episode of Retire with Style, Alex Murguia and Wade Pfau explore how buffer assets can help manage sequence risk in retirement. They discuss different types of buffer assets—including cash, h…
Published on 1 month, 3 weeks ago
Episode 190- Buffer Assets, Bad Timing, and Better Plans
Season 1 Episode 190
In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau explore how to manage sequence of returns risk in retirement. They break down four key strategies: spending conservatively, stay…
Published on 2 months ago