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 229 episodes available.

Retire With Style episodes:

November 08, 2022 Episode 39: It’s Looking Like a Good Harvest: Should you use Tax Loss Harvesting in Your Portfolio?
Tax Loss Harvesting is one of those "advanced" portfolio management techniques that you hear about. And with the recent market performance, we've been hearing about it a lot lately. So, we decided to bring Bob French, from Retirement Researcher, back to discuss Tax Loss (and Gain!) Harvesting - what it is, how it works, where the pitfalls are, and if you might want to incorporate it into your portfolio management strategy. Listen now to learn more!

This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"
...more
51min
November 01, 2022 Episode 38: Party Affiliations and Stock Market Returns - Who has your vote?
Wade and Alex welcome back Bob French as they break down historical party affiliations and subsequent stock market returns across Presidential, Senate, and Congressional Elections. Do general party themes contribute to positive returns? Are they consistent throughout time? Do unified or split branches work in the stock markets favor? Does it matter?
**Register to attend our Retirement Income Challenge starting Monday, November 7th by visiting retirementresearcher.com/challenge**

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
57min
October 25, 2022 Episode 37: Retirement Distribution Strategies: How is it REALLY done in a professional setting?
In this episode Alex and Wade speak to Brian Bass, a financial advisor from McLean Asset Management, to discuss the practical applications of the sustainable withdrawal strategies that are frequently discussed in the investment press. Are they realistic? Can they be practically applied? How are distribution strategies implemented? Listen now to learn more.

This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"

...more
53min
October 18, 2022 Episode 36: Beyond the 4% Rule: Part 2 - Varied and Various Variable Distribution Strategies
In this episode, Wade and Alex get into the specifics of how Variable Distribution Strategies work - including some of the different rules and techniques that you can use with your retirement income plan.
To learn more, click here to join our Retirement Researcher mailing list. https://retirementresearcher.com/subscribe-to-our-weekly-newsletter/
This episode is sponsored by McLean Asset Management http://mcleanam.com/
...more
54min
October 11, 2022 Episode 35: Beyond the 4% Rule - Part 1: Different Portfolio Retirement Income Strategies That May Work Better For You
In this episode, Wade and Alex go beyond constant spending strategies and discuss the key assumptions on integrating a more dynamic withdrawal strategy to your retirement plan.
To learn more, click here to join our Retirement Researcher mailing list: https://retirementresearcher.com/subscribe-to-our-weekly-newsletter/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/
...more
42min
October 04, 2022 Episode 34: Even In Volatile Markets, Find Out Why The 4% Rule Distribution May Be Too Low
The previous 3 episodes discussed why the 4% rule may be too high. Now, Wade and Alex review why the opposite may be true. We break down four reasons to consider the possibility the you are underspending by applying the 4% rule to your retirement income strategy.
To learn more, click here to join our Retirement Researcher mailing list: https://retirementresearcher.com/subscribe-to-our-weekly-newsletter/
This episode is sponsored by McLean Asset Management http://mcleanam.com/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/
...more
53min
September 27, 2022 Episode 33: More Reasons Why The 4% Rule May Still Be Too High
This episode concludes our three-part discussion on why the 4% sustainable withdrawal rate may be too ambitious as a retirement income planning assumption. In this episode, Wade and Alex get into how taxes, your investment account types, the need for a margin of safety, and life span may not agree with your 4% distribution assumption.
To learn more, click here to join our Retirement Researcher mailing list: https://retirementresearcher.com/subscribe-to-our-weekly-newsletter/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/
...more
48min
September 20, 2022 Episode 32: Three Key Reasons Why Investing for Dividends as a Retirement Income Strategy is a Mistake
Alex and Wade discuss 3 key reasons that point out the dangers of investing for dividends (or yield) as your ”go-to” retirement income strategy. Listen to hear them breakdown how this strategy violates the 4% rule and other sustainable withdrawal strategies.
To learn more, click here to join our Retirement Researcher mailing list: https://retirementresearcher.com/subscribe-to-our-weekly-newsletter/
This episode is sponsored by McLean Asset Management http://mcleanam.com/
...more
36min
September 13, 2022 Episode 31: Why the 4% Rule May Be Too High - Part 1
Alex and Wade discuss a few potential reasons why the 4% rule for taking distributions from your investment portfolio may be unfounded in today’s environment. They discuss in-depth the impact of 3 major variables that may cause you to overshoot your amount.
Purchase Access to our upcoming Workshop, ”On Your Own in Retirement: Special Considerations for Singles, Divorcees and Widows”, hosted live by Dan Veto, CSA on 9/19. Sign up now at risaprofile.com/style.
To learn more, click here to join our Retirement Researcher mailing list: https://retirementresearcher.com/subscribe-to-our-weekly-newsletter/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/
...more
51min
September 06, 2022 Episode 30: Can We Assume the 4% Rule Provides A Safe Withdrawal Rate For Retirement Income?
Wade and Alex breakdown the origins of the 4% rule and how it set the stage for the foundation of many sustainable spending strategies. They also revisit some of the assumptions in the original study and point out areas for further consideration for your retirement income success.
To learn more, click here to join our Retirement Researcher mailing list: https://retirementresearcher.com/subscribe-to-our-weekly-newsletter/
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/
...more
48min

FAQs about Retire With Style:

How many episodes does Retire With Style have?

The podcast currently has 229 episodes available.

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