Retire With Style

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, 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.

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Retire With Style

Episodes (100)

Tue May 12th Episode 228: Is Your Family Prepared If Something Happens to You?
Tue May 5th Episode 227: Can $1 Really Cost You $20,000 in Retirement? How to Avoid Tax Cliffs
Apr 28th Episode 226: 5 Tax Planning Mistakes That Can Reduce Your Retirement Income

Retire With Style

May 12, 2026
36½ minutes
16 MB

In this episode of Retire With Style, Wade Pfau and Alex Murguia walk through the foundational elements of estate, legacy, and incapacity planning from Chapter 11 of the Retirement Planning Guidebook. They discuss why estate planning is about far more than drafting a will, including how to organize important financial and personal documents, avoid common beneficiary designation mistakes, understand the role of trusts and probate, and prepare powers of attorney and healthcare directives before they are needed. The conversation emphasizes the importance of making life easier for loved ones during emergencies or incapacity, while also highlighting why professional estate planning...

Retire With Style

Episode 228: Is Your Family Prepared If Something Happens to You?

Wade Pfau & Alex Murguia

00:00 -35:33