Retire With Style

By 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, ... more

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FAQs about Retire With Style:

How many episodes does Retire With Style have?

The podcast currently has 213 episodes available.

Retire With Style episodes:

November 25, 2025Episode 206: Wills, Trusts, and the Caregiving Journey
In this episode of Retire With Style, Wade Pfau and Alex Murguia talk with Beth Pinsker, author of My Mother’s Money, about the practical and emotional realities of financial caregiving and estate settlement. They discuss why clear documentation matters, how probate works, and where family disputes over inheritance often begin. The conversation also covers the roles of wills, trusts, and beneficiary designations, along with the emotional weight that comes with managing a loved one’s affairs. Beth shares personal insights that highlight the value of proactive planning and open communication to help families avoid conflict and ensure a smoother transition of assets.
Takeaways
30% of people have any sort of documents in place for estate planning.
Family disputes often arise over inheritance and asset distribution.
Blended families require careful planning to avoid conflicts.
Trusts can provide better protection for all parties involved.
Beneficiary designations are crucial to avoid probate complications.
Wills serve as power of attorney after death, but trusts offer more control.
Proper estate planning can ease the emotional burden on families.
Communication about inheritance wishes can prevent family discord.
Digital assets should also be included in estate planning.
Emotional challenges in settling property can be significant.
Chapters
00:00 Introduction to Estate Planning and Legacy
01:53 Understanding Estate Planning and Its Importance
06:35 Family Disputes and the Role of Executors
08:58 Common Sources of Family Disagreements
13:39 Wills vs. Trusts: Key Differences Explained
20:33 The Importance of Beneficiary Designations
27:52 Navigating Property Settlements and Emotional Challenges
34:16 Final Thoughts on Financial Caregiving and Legacy Planning
Links
Find links to order Beth Pinkser’s book, “My Mother’s Money,” at www.bethpinsker.com
Explore the New RetireWithStyle.com! We’ve launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there’s something you’ve been wondering about retirement, we want to hear it!
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
...more
41min
November 18, 2025Episode 205: Preparing for the Financial Side of Caregiving
In this episode of Retire With Style, Wade and Alex talk with Beth Pinsker, author of My Mother’s Money, about the realities of financial caregiving. Beth shares her experience managing her mother’s finances during a health crisis, underscoring the value of preparation and clear legal documentation. The discussion covers the importance of establishing power of attorney, the practical challenges of budgeting for someone else, and the emotional strain that arises when court involvement becomes necessary. The episode offers listeners a straightforward look at why financial caregiving matters and what steps can help families prepare before a crisis hits.

Takeaways
Preparation is crucial; having legal documents in place can save time and money later.
Power of attorney is essential for anyone over 18 to ensure decisions can be made on their behalf.
Financial institutions have varying requirements for accepting power of attorney documents.
Navigating a loved one's finances can be complicated without access to their accounts.
Budgeting for someone else requires understanding their entire financial picture, including bills and accounts.
The court experience for those without power of attorney can be lengthy and emotionally taxing.
Many people underestimate the importance of estate planning, regardless of their financial status.
It's important to normalize discussions about power of attorney and healthcare proxies among families.
Planning ahead can prevent significant stress and financial burden during a crisis.
Chapters
00:00 Introduction to Financial Caregiving
01:45 The Journey Begins: Beth's Personal Experience
04:11 Preparing for the Inevitable: Legal and Financial Steps
10:21 The Importance of Power of Attorney
16:20 Navigating Financial Institutions
25:32 Reverse Engineering the Budget
30:34 The Court Experience and Its Implications

Links
Find links to order Beth Pinkser's book, "My Mother's Money," at www.bethpinsker.com
Explore the New RetireWithStyle.com! We’ve launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there’s something you’ve been wondering about retirement, we want to hear it!
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean’s free eBook, “Retirement Income Planning”
...more
40min
November 11, 2025Episode 204: How Your Retirement Style Shapes Your Social Security Strategy
In this episode, Alex and Wade unpack the complexities of Social Security claiming strategies, weighing the benefits of delaying versus claiming early. They examine key financial considerations such as survivor benefits, tax planning opportunities, and the psychological factors that shape these decisions. The discussion also highlights how the Retirement Income Style Awareness (RISA) tool can help align Social Security choices with individual retirement preferences. Ultimately, the episode underscores the long-term financial impact of claiming decisions.

Takeaways
Delaying Social Security can significantly increase lifetime benefits.
Social Security provides inflation-protected lifetime income.
Survivor benefits are a crucial consideration for couples.
Building a social security delay bridge can ease financial pressure.
Claiming early may be necessary for those without sufficient resources.
Psychological factors play a role in claiming decisions.
Discount rates can influence the perceived value of Social Security benefits.
RISA helps align retirement income strategies with personal preferences.
Claiming early can be rational under certain circumstances.
Social Security reforms are likely but won't eliminate the program.
Chapters
00:00 Introduction and Context
00:56 The Case for Delaying Social Security
12:07 Understanding RISA and Claiming Early
16:06 Psychological Factors in Claiming Decisions
24:38 Understanding Technical Liquidity and Early Claiming
26:18 Medical Considerations for Early Claiming
28:50 Real-Life Implications of Claiming Strategies
31:11 Legitimate Reasons for Claiming Early
34:22 The Role of Discount Rates in Claiming Decisions
39:20 Dependent Benefits and Claiming Early
42:04 Concerns About Social Security's Future
45:08 Final Thoughts on Claiming Strategies

Links
Explore the New RetireWithStyle.com! We’ve launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there’s something you’ve been wondering about retirement, we want to hear it!
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
...more
51min
November 04, 2025Episode 203: OBBBA and You, Part 3: Building, Passing, and Protecting Wealth Under OBBBA
This is the third and final installment of our discussion with Brett Layton, which explores key updates to tax laws, including estate tax limits, the alternative minimum tax, expanded uses of 529 plans, new “Trump accounts” for children’s savings, and changes to clean energy credits and business taxes. It emphasizes the importance of understanding these updates for effective financial and tax planning.

Takeaways
Estate tax limits are increasing, providing more leeway for wealth transfer.
Paying income taxes can strategically reduce your taxable estate.
The estate planning community has been advocating for higher exemptions.
529 plans are evolving to cover a broader range of educational expenses.
Trump accounts allow children to start saving without needing earned income.
The government will contribute to Trump accounts for eligible children.
Bonus depreciation for businesses has returned to 100%.
The first $15 million of capital gains from qualified small business stock is tax-free.
Understanding these tax changes is crucial for effective financial planning.
The complexity of tax laws continues to increase, necessitating careful planning.
Chapters
00:00 Estate Tax Changes and Implications
07:08 Alternative Minimum Tax and Its Impact
11:25 Expanded 529 Plan Eligibility
17:19 Introduction of Trump Accounts
29:42 Clean Energy Credits and Business Tax Changes

Links
Explore the New RetireWithStyle.com! We’ve launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there’s something you’ve been wondering about retirement, we want to hear it!
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean’s free eBook, “Retirement Income Planning”
...more
37min
October 28, 2025Episode 202: OBBBA and You, Part 2: The Deductions That Could Change Your Tax Bill
The conversation explores key tax topics, including below-the-line deductions, charitable contributions, mortgage insurance deductions, gambling taxes, and the taxation of Social Security benefits. It also discusses potential changes to Affordable Care Act subsidies and highlights the importance of proactive tax planning to navigate these complexities.

Takeaways
The state and local tax deduction has seen significant changes.
Charitable contributions now have a new floor for deductions.
Mortgage insurance premiums are deductible under certain conditions.
Gambling winnings are taxed differently than before.
Social Security benefits remain taxable under existing rules.
The Affordable Care Act subsidies may change significantly in 2026.
Tax planning is crucial to avoid unexpected liabilities.
Itemized deductions can be complex and require careful calculation.
Understanding AGI is essential for tax deductions.
Changes in tax laws can impact charitable giving behavior.
Chapters
00:00 State and Local Tax Deductions: Changes and Challenges
03:59 Roth Conversions and Tax Brackets
05:45 Below-the-Line Deductions and Itemization
06:42 Charitable Donations and Tax Changes
12:21 Mortgage Insurance Premiums and Deductions
15:20 Gambling Losses and Tax Implications
25:40 Social Security Benefits and Taxation
30:59 Affordable Care Act Subsidies and Changes

Links
Explore the New RetireWithStyle.com! We’ve launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there’s something you’ve been wondering about retirement, we want to hear it!
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
...more
41min
October 21, 2025Episode 201: OBBBA and You: How the “One Big Beautiful Bill” Reshapes Retirement Taxes
In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau are joined by CPA Brett Leyton to discuss the new tax provisions introduced in the One Big Beautiful Bill Act. The conversation covers essential topics such as federal income tax brackets, standard deductions, and various new below-the-line deductions that can benefit taxpayers, especially seniors. The episode delves into the complexities of tax planning, emphasizing the importance of strategic planning in light of the new legislation. Listeners will gain insights into how these changes can impact their financial planning and tax strategies moving forward.

Takeaways
Tax planning is crucial for all income levels.
The complexity of tax rules requires comprehensive planning.
New tax brackets simplify some aspects of tax planning.
Standard deductions have significantly increased for 2025.
Seniors can benefit from additional below-the-line deductions.
Qualified business income deductions are now permanent.
New deductions for tips and overtime pay are introduced.
Auto loan interest deductions have specific requirements.
Charitable contributions can be deducted even if not itemizing.
Understanding phase-outs is essential for effective tax planning.
Chapters
00:00 Introduction to Tax Planning and the One Big Beautiful Bill Act
02:54 Understanding Federal Income Tax Brackets
06:11 New Below-the-Line Deductions: Age 65 Plus
09:07 Qualified Business Income and Its Implications
11:51 Exploring Qualified Tips and Overtime Pay Deductions
14:59 Auto Loan Interest Deductions Explained
17:45 Charitable Contributions for Standard Deduction Filers
21:03 State and Local Tax Deductions: Changes and Challenges

Links
Explore the New RetireWithStyle.com! We’ve launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there’s something you’ve been wondering about retirement, we want to hear it!
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean’s free eBook, “Retirement Income Planning”
...more
40min
October 14, 2025Episode 200 Celebration
Welcome to a milestone episode of Retire With Style! In this celebratory 200th installment, Wade and Alex take a break from the usual deep dives into retirement planning to reflect on their journey so far, from a hesitant start to a full-blown podcast and lifestyle brand. They revisit some of the most popular episodes, listener feedback (the good, the bad, and the hilarious), and the evolving purpose behind the podcast. They also share future plans, new content arcs, and maybe even a little pickleball-inspired merch talk. Whether you’re a longtime listener or brand new to the show, this episode offers a fun, personal look behind the mic.
Takeaways:
200 episodes deep... and still talking: Wade and Alex never expected the show to grow into a pillar of their content strategy, but batching episodes, a sprinkle of consistency, and a lot of community support helped them get here.
YouTube is growing fast: While most listeners tune in via audio, the YouTube channel is becoming a hub for retirement planning visuals and deeper engagement.
Pickleball paddles and lifestyle branding: Retire With Style is now more than just a podcast — it's a vibe. From merch to community giveaways, the show is embracing its role as the lighter side of serious retirement talk.
Top-performing content = tax planning: Episodes focused on Roth conversions, sustainable withdrawal strategies, and RMDs continue to dominate in views and downloads.
Most-loved guests: Bill Bengen (with a whopping 83% in the listener poll) and Mary Beth Franklin top the charts. Both brought serious knowledge and fresh perspectives to the show.
Feedback is fuel (and comedy): The hosts share some of the most memorable — and brutally honest — listener reviews. Spoiler: Alex laughs too much, Wade doesn’t talk enough... and they're fine with that.
What’s next? Upcoming episodes will feature deep dives into retirement tax law changes, a fresh look at the RISA framework, and possibly another arc on emotional and behavioral aspects of retirement planning.
Chapters
0:00: Welcome to Episode 200! A Sitcom-style Celebration
2:00: The Reluctant Start: How the Podcast Was Born
5:00: From Podcast to Lifestyle Brand (Merch + Pickleball Paddles!)
11:00: Why the Laid-back Format Works
14:00: Retire With Style: The Unexpected Centerpiece
17:00: Most Watched Episodes of the Year
20:00: Tax Planning Still Reigns Supreme
25:00: Standout Guest Appearances: Bengen, Franklin & More
35:00: Listener Comments: The Roast of Alex (with Wade’s Glee)
44:00: Positive Feedback... Yes, It Exists
47:30: What the Podcast Has Meant to the Hosts
53:00: Poll Results: What Do Listeners Want?
55:00: Merch Giveaway Winners Announced
58:00: What’s Coming in the Next 200 Episodes

Links
Free Retirement Researcher Webinar – Happening This Week!
Don’t miss this special opportunity to join Wade Pfau for a free live webinar: "Getting Started Now: Crucial Steps to Take When Retiring"

You’ll learn how to avoid common pitfalls, make smarter decisions with Social Security, taxes, and investments, and get clarity on what really matters as you transition into retirement.
Choose the date that works best for you:
Wednesday, October 15th
Thursday, October 16th
Spots are limited, so be sure to register now at retirewithstyle.com/podcast
The Retire With Style Merch Store Is Live!
You asked (probably), and we delivered! The official Retire With Style merch store is now open for business!
Check out the gear featured in this episode and grab your own swag at retirewithstyle.com/shop. From mugs to mindset, we've got what every stylish retiree needs.
🎾 And yes… pickleball paddles are coming soon. Stay tuned.
Explore the New RetireWithStyle.com! We’ve launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there’s something you’ve been wondering about retirement, we want to hear it!
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
...more
1h 3min
October 07, 2025Episode 199: Beyond the Numbers: Planning for Life, Not Just Finances
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 integrating emotional well-being into financial planning. They discuss strategies for engaging clients, the role of structure in retirement, and the risks that come with a lack of it. Dan also shares insights from his book, The Retirement You Didn't See Coming, highlighting the need for a holistic approach that addresses both the financial and non-financial sides of retirement.

Takeaways
Advisors should be prepared to handle client objections with curiosity and understanding.
Listening is a crucial skill that can enhance client relationships.
Using worksheets can facilitate deeper conversations with clients.
Structure in daily life is essential for mental wellbeing, especially in retirement.
Lack of structure can lead to unhealthy habits, including substance abuse.
Money is a significant emotional factor in people's lives and should be addressed in planning.
Advisors have a unique opportunity to facilitate discussions about money and emotions.
Dan's book is designed to be a resource that can be referenced at any time during retirement.
The most dangerous day in retirement often comes when novelty wears off.
Financial advice should integrate both the mathematical and human aspects of money.
Chapters
00:00 The Importance of Open Conversations
00:58 Handling Client Objections
04:36 Creating Structure in Retirement
09:40 The Risks of Lack of Structure
14:05 The Interconnection of Money and Emotions
15:40 The Structure of 'The Retirement You Didn't See Coming'

Links
Are you an Advisor? Ready to take your prospect and client conversations to the next level? Join Wade Pfau and Alex Murguia for a free webinar, “How to Close Prospects & Increase Wallet Share.” You’ll see how the RISA framework streamlines meetings, builds trust faster, and creates a scalable process for long-term growth
Two live sessions available: October 8 or 9, from 1:00–2:30 PM ET
Visit risaprofile.com/podcast to register now.
Explore the New RetireWithStyle.com! We’ve launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there’s something you’ve been wondering about retirement, we want to hear it!
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
...more
32min
September 30, 2025Episode 198: Beyond the Numbers: The Human Side of Retirement
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 discuss the emotional and psychological challenges retirees face. Dan introduces the five pillars of a thriving retirement: purpose, identity, relationships, structure, and well-being. The discussion highlights how finding new sources of meaning and connection after leaving a career is essential for a fulfilling retirement.

Takeaways
Retirement is about more than financial numbers—it’s deeply human.
Many retirees struggle with a loss of purpose and identity.
The five pillars of a thriving retirement are purpose, identity, relationships, structure, and well-being.
Money provides the freedom to pursue interests and purpose.
Retirement often brings major shifts in identity and relationships.
Building new social connections is essential for fulfillment.
Emotional and psychological planning is as important as financial planning.
Discussing potential challenges early helps ease the transition.
Retirement affects not just individuals but also family and friends.
Chapters
00:00 Introduction to Retirement Planning
01:10 The Human Side of Retirement
05:09 Day 182: The Reality of Retirement
08:07 The Five Pillars of a Thriving Retirement
11:06 Finding Purpose in Retirement
15:11 Identity Crisis in Retirement
20:16 The Impact of Work Relationships
28:18 Facilitating Purpose in Retirement
31:52 Navigating Life's Challenges in Retirement
34:07 The Importance of Open Conversations

Links
Are you an Advisor? — Ready to take your prospect and client conversations to the next level? Join Wade Pfau and Alex Murguia for a free webinar, “How to Close Prospects & Increase Wallet Share.” You’ll see how the RISA framework streamlines meetings, builds trust faster, and creates a scalable process for long-term growth

Two live sessions available: October 8 or 9, from 1:00–2:30 PM ET
Visit risaprofile.com/podcast to register now.
🎉 We’re About to Hit 200 Episodes! 🎉
Can you believe it? Retire With Style is closing in on our 200th episode, and we want you to be part of the celebration!
Whether you’ve been with Wade and Alex since episode one or just joined the party, this milestone wouldn’t be possible without listeners like you. Help us mark the occasion by sending in a short video or voice note to share your favorite moment, biggest takeaway, or just some kind words for the guys.
We’re also running a special giveaway to thank our community — and yes, there will be prizes.
👉 Be a part of Episode 200 by visiting https://retirewithstyle.com/join-episode-200 to join the celebration!
Explore the New RetireWithStyle.com! We’ve launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there’s something you’ve been wondering about retirement, we want to hear it!
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
...more
39min
September 23, 2025Episode 197: RWS Live! With Bill Bengen: Part 2
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 on withdrawal rates. Bengen shares insights on adjusting the traditional 4% rule based on current market valuations and inflation, emphasizing the importance of a diversified portfolio and the role of annuities. The discussion also covers the significance of sequence of returns risk and the potential benefits of rising equity glide paths in retirement strategies.

Takeaways
A 65% stock allocation is recommended for retirees.
Risk management involves adjusting asset allocations based on market conditions.
The first 10 years of retirement are crucial for long-term success.
Diversification is key to mitigating risks in retirement portfolios.
Annuities can play a beneficial role in retirement income planning.
Market valuations should influence withdrawal rate strategies.
Rising equity glide paths may help manage sequence of returns risk.
Monte Carlo simulations can provide insights but have limitations.
The 4% rule may need adjustments based on current economic conditions.
Retirement planning should consider both historical data and future projections.

Chapters
00:00 Replacing Micro Caps in Portfolios
00:25 Risk Management and Asset Allocation
01:32 The Role of Third-Party Advice in Portfolio Management
02:50 Navigating Market Swings and Timing Investments
03:41 Inflation and Asset Allocation Strategies
05:27 International vs. Domestic Equity Allocation
07:04 Historical vs. Projected Data in Retirement Planning
12:18 Understanding Sequence of Returns Risk
14:18 Adjusting Withdrawal Rates Based on Market Conditions
15:45 Exploring Rising Equity Glide Paths
23:29 Finding the Right Equity Allocation for Retirement
27:29 Adjusting Withdrawal Rates for Inflation and Market Valuations

Links

Get Bill Bengen’s New Book – A Richer Retirement
Want to dive deeper into the research behind the 4% rule and how retirement income planning has evolved?
Bill Bengen’s new book, A Richer Retirement, is now available—visit bengenfs.com to learn more and get your copy.
🎉 We’re About to Hit 200 Episodes! 🎉
Can you believe it? Retire With Style is closing in on our 200th episode, and we want you to be part of the celebration!
Whether you’ve been with Wade and Alex since episode one or just joined the party, this milestone wouldn’t be possible without listeners like you. Help us mark the occasion by sending in a short video or voice note to share your favorite moment, biggest takeaway, or just some kind words for the guys.
We’re also running a special giveaway to thank our community — and yes, there will be prizes.
👉 Be a part of Episode 200 by visiting https://retirewithstyle.com/join-episode-200 to join the celebration!
Explore the New RetireWithStyle.com! We’ve launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there’s something you’ve been wondering about retirement, we want to hear it!
The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean’s free eBook, “Retirement Income Planning”
...more
32min

FAQs about Retire With Style:

How many episodes does Retire With Style have?

The podcast currently has 213 episodes available.

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