Retire With Style

Wade Pfau & Alex Murguia•retirewithstyle.podbean.com

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.

Last refreshed: June 27th, 2025 at 4:44 PM ⓘ

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Episodes

Episode 99: Time Segmentation as a Retirement Income Strategy

In today's episode, Wade and Alex begin their arc on Time Segmentation (i.e., Bucketing) as part of a viable retirement income strategy within the RISA® framework. To start off, we discuss the pros and cons of time segmentation and how it addresses the optionality and safety-first component within one’s RISA® style. In addition, we address some popular misconceptions about this strategy that somewhat overstate its effectiveness relative to other strategies. Listen now to learn more! Links Join t...

Oct 10, 2023•38 min•Season 1Ep. 99

Episode 98: RISA® Styles and Inflation Management

This week we finish our inflation quadrilogy with Bob French of Retirement Researcher. In previous episodes, we have talked about the different tools at our disposal to deal with inflation, but now we need to look at how to use those tools. Using the different RISA® styles as our guide, we discuss how you can deal with inflation risk in your own retirement income plan. Listen now to learn more! Links If you haven't already, visit www.risaprofile.com/style to take the RISA® questionnaire for your...

Oct 03, 2023•59 min•Season 1Ep. 98

Episode 97: Using Reliable Income to Manage Inflation

This week on Retire With Style, Wade and Alex are joined (yet again) by Bob French, of Retirement Researcher, to look at how you can use reliable income sources (even beyond your Social Security benefits) to deal with inflation. Using reliable income to manage inflation risk is a little bit more complicated than using your investments, but it does allow you to lock in your spending power in a way that you just can't with risky investments. And we look at how you can do so. Listen now to learn mo...

Sep 26, 2023•46 min•Season 1Ep. 97

Episode 96: Using Investments to Manage Inflation

In today's episode, Bob French joins Alex and Wade again to continue their conversation on managing inflation and it's effects on your retirement income plan. This week they look at how you can use your investment portfolio to counteract the effects of inflation. In addition, we look at some of the common inflation "hedges" that just don't work. 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, "I...

Sep 19, 2023•48 min•Season 1Ep. 96

Episode 95: Understanding Inflation

Wade and Alex are joined by Bob French, of Retirement Researcher, to talk about inflation. Inflation is one of the biggest risks that retirees face, so it's important to understand what inflation actually is, and how it works. In addition, we'll talk about what inflation might look like going forward - plus the Presidential campaign of 1896. Listen now to learn more! This episode is sponsored by Retirement Researcher https://retirementresearcher.com/ . Download their free eBook, 8 Tips to Becomi...

Sep 19, 2023•45 min•Season 1Ep. 95

Episode 94: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you - Part3.

Alex and Ryan continue to discuss McLean’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and to existing clients at least once a year. The ADV Part 2 serves as your user manual for working with your advisor. We use McLean’s ADV to serve as a baseline for these episodes. In this episode, we discuss: An advisor’s code of ethics and how that translates into best practices for the business and client relationship. The role of the custodian and trading relationship...

Sep 19, 2023•35 min•Season 1Ep. 94

Episode 93: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you - Part 2.

Alex and Ryan continue to discuss McLean’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and to existing clients at least once a year. The ADV Part 2 serves as your user manual for working with your advisor. We use McLean’s ADV to serve as a baseline for these episodes. In this episode, we discuss: The types of clients your advisor serves (and whether you fit in). How to analyze the advisor’s stated method of analysis, investment strategy, and potential for lo...

Aug 29, 2023•36 min•Season 1Ep. 93

Episode 92: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you - Part 1.

In today's episode, Alex and Ryan discuss McLean Asset Management's ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and existing clients at least once a year. The ADV Part 2 serves as your user manual for working with your advisor. We use McLean’s ADV to serve as a baseline for these episodes. In this episode, we discuss: What constitutes material changes in an update note How to evaluate the stated services and advisor will provide The Fee and Compensation Mode...

Aug 22, 2023•49 min•Season 1Ep. 92

Episode 91: RISA® in Action: How advisors can supercharge their practice in our upcoming RISA® Masterclass for Advisors.

During this special LinkedIn Live episode, Alex and Wade are joined by Intention.ly’s Meghan Richter as they describe the upcoming 3-day Retirement Income Masterclass for Advisors. Don’t miss your chance to join us for a 3-part masterclass to see how you can leverage the innovative Retirement Income Style Awareness (RISA®) assessment to personalize retirement income planning, build stronger client connections and future-proof your practice starting August 28th at 12:00 PM ET. Listen Now to learn...

Aug 18, 2023•25 min•Season 1Ep. 91

Episode 90: Defining the different types of Financial Professionals and the custody of your assets

In this episode, we begin our arc on becoming an informed consumer of Financial Advice. Alex brings in Ryan Walter, our actual Compliance Attorney for McLean Asset Management and Retirement Researcher, to discuss some of the most salient issues you will face when considering the use of a financial professional. In this episode, we answer: What are the differences between advisors? What are their business models and what standard are they beholden to? Is fiduciary an actual thing or is it a term ...

Aug 15, 2023•54 min•Season 1Ep. 90

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