Retire With Style
Episodes
Episode 133: YouTube Live Q&A (not really): Answering Your Retirement Planning Questions with Rob Cordeau
02 Jul 2024
Contributed by Lukas
In this episode, Alex, Wade and Rob answer listener questions about retirement planning. They discuss topics such as asset allocation, selling RSUs, m...
Episode 132: YouTube Live Q&A (Part 3)
25 Jun 2024
Contributed by Lukas
In this conversation, Alex Murguia and Wade Pfau discuss various topics related to retirement planning, including glide paths, asset allocation, inde...
Episode 131: The Impact of the Election on the Stock Market and Retirement Planning
18 Jun 2024
Contributed by Lukas
In this conversation, Alex and Bob discuss the impact of the election on the stock market and retirement planning. They emphasize the importance of lo...
Episode 130: YouTube Live Q&A (Part 2)
11 Jun 2024
Contributed by Lukas
In this episode, the conversation covers various aspects of long-term care, including qualifying for long-term care insurance, alternative options for...
Episode 129: YouTube Live Q&A (Part 1)
04 Jun 2024
Contributed by Lukas
In this conversation, Wade Pfau and Alex Murguia discuss retirement planning and how to determine how much can be spent from a portfolio without runni...
Episode 128: Long-Term Care Planning (Part 12): The Different Features of Long-Term Care Planning
28 May 2024
Contributed by Lukas
In this episode, Wade and Alex discuss the different features of long-term care insurance. They cover topics such as waiting periods, benefit periods,...
Episode 127: Long-Term Care Planning (Part 11): Traditional Long-Term Care Insurance Policies
21 May 2024
Contributed by Lukas
In this conversation, Alex and Wade discuss traditional long-term care insurance policies. They address the declining popularity of these policies and...
Episode 126: Long- Term Care Planning (Part 10): Medicaid as A Funding Source
14 May 2024
Contributed by Lukas
In this episode, Wade and Alex discuss Medicaid as a funding source for long-term care. They touch on the importance of Medicaid planning and the diff...
Episode 125: The Importance of Incorporating Long-Term Care Into Financial Planning with Jason Rizkallah
07 May 2024
Contributed by Lukas
In this conversation, Alex, Wade, and Jason discuss the importance of incorporating long-term care into financial planning. They share a real-life exa...
Episode 124: Insights into Continuing Care Retirement Communities with Rob Cordeau
30 Apr 2024
Contributed by Lukas
In this episode, Wade Pfau and Alex Murguia are joined by Rob Cordeau to discuss Continuing Care Retirement Communities (CCRCs). They provide an overv...
Episode 123: The Importance of Long-Term Care Planning in Retirement with Neal Gordon
23 Apr 2024
Contributed by Lukas
In this conversation, Alex, Wade, and Neal discuss the importance of long-term care planning in retirement. They highlight the emotional aspect of pla...
Episode 122 : Thinking Like A (Financial) Economist
16 Apr 2024
Contributed by Lukas
In this conversation, Bob French interviews his father, Ken French, a professor of finance, about key concepts in economics and investing. They discus...
Episode 121: The Importance of Adult Daycare Centers with Jackie Smiertka
09 Apr 2024
Contributed by Lukas
Jackie Smiertka, the owner of Quality of Life Adult Daycare Health Care Center, shares her journey of opening an adult daycare center and the importan...
Episode 120: The Role of IMOs with Dennis Mattern
04 Apr 2024
Contributed by Lukas
In this episode, Wade Pfau and Alex Murguia interview Dennis Mattern from Creative One about the role of Independent Marketing Organizations (IMOs) in...
Episode 119: Options for Funding Long-Term Care Expenses (Part 5)
02 Apr 2024
Contributed by Lukas
In this episode, Alex and Wade discuss options for funding long-term care expenses. They start by clarifying that Medicare is not a long-term care fun...
Episode 118: Long-Term Care Planning: Nursing Homes and CCRCs (Part 4)
26 Mar 2024
Contributed by Lukas
In this episode, Wade and Alex continue their discussion on long-term care, focusing on nursing homes and continuing care retirement communities (CCRC...
Episode 117: The Continuum of Long-Term Care Planning (Part 3)
19 Mar 2024
Contributed by Lukas
In this episode, Alex and Wade discuss the continuum of long-term care, focusing on the different levels of care and the importance of planning for ag...
Episode 116: Costs and Prevalence of Long-Term Care Planning (Part 2)
12 Mar 2024
Contributed by Lukas
In this episode, Wade and Alex discuss the costs and prevalence of long-term care. They explore the probabilities of needing long-term care and the av...
Episode 115: Intro to Long-Term Care Planning
05 Mar 2024
Contributed by Lukas
In this episode, Wade and Alex introduce the long-awaited arc on long-term care planning. They discuss the importance of planning for long-term care a...
Episode 114: RWS Live (not really): Answering Your Safe Withdrawal Rate & Annuity Questions (Part 8)
27 Feb 2024
Contributed by Lukas
In this episode, Alex and Wade answer questions on safe withdrawal rates, annuities, and retirement planning. They discuss the considerations for inve...
Episode 113: RWS Live (not really): Answering Your RISA and Asset Allocation Questions (Part 7)
20 Feb 2024
Contributed by Lukas
In this episode, Wade and Alex discuss various topics related to retirement planning and investment strategies. They address questions about reconcil...
Episode 112: RWS Live (not really): Answering Your Reverse Mortgage Questions (Part 6)
13 Feb 2024
Contributed by Lukas
In this episode, Wade and Alex discuss housing and reverse mortgages. They address the issue of pirated books on Amazon and warn listeners to ensure t...
Episode 111: RWS Live (not really): Answering Your Social Security Questions (Part 5)
06 Feb 2024
Contributed by Lukas
In this episode, Alex and Wade answer various Social Security questions from their listeners. They discuss the limitations of online Q&A and the i...
Episode 110: RWS Live (not really): Answering Your Tax-Planning Questions (Part 4)
30 Jan 2024
Contributed by Lukas
In this episode, Alex and Wade discuss various tax planning strategies for retirement. They announce a webinar on tax-efficient retirement distributio...
Episode 109: RWS Live (not really): Answering Your Questions (Part 3)
23 Jan 2024
Contributed by Lukas
Wade and Alex are back this week answering more of your questions! This week, we tackle retirement spending and withdrawal rates, the benefits of dela...
Episode 108: RWS Live (not really): Answering Your Questions (Part 2)
16 Jan 2024
Contributed by Lukas
This week on Retire With Style, we are back to continue working through your questions! Wade and Alex tackle another array of topics including pros an...
Episode 107: RWS Live: New Years Q&A (Part 1)
09 Jan 2024
Contributed by Lukas
This week on a special YouTube Live episode of Retire With Style, Wade and Alex are skipping the small talk to take on some of the questions you submi...