All Episodes
Retire With Style — 102 episodes
Episode 228: Is Your Family Prepared If Something Happens to You?
Episode 227: Can $1 Really Cost You $20,000 in Retirement? How to Avoid Tax Cliffs
Episode 226: 5 Tax Planning Mistakes That Can Reduce Your Retirement Income
Episode 225: 3 Tax Strategies to Improve Retirement Income Efficiency
Episode 224: Reverse Mortgages: Misunderstood or Misused?
Episode 223: Downsizing in Retirement: When to Sell, When to Stay
Episode 222: Do You Actually Need Long-Term Care Insurance in Retirement?
Episode 221: What Actually Counts as Long-Term Care?
Episode 220: Why Your Health Insurance Stops Working at 65
Episode 219: Medicare Is Confusing: Here’s How to Make Sense of It
Episode 218: Is Social Security Really Running Out? What the 2026 Numbers Show
Episode 217: The Annuity Debate: Smart Strategy or Overpriced Product?
Episode 216: The Retirement Tax Mistake That Costs Thousands
Episode 215: Are You Paying More in Retirement Taxes Than You Should?
Episode 214: When Spending More in Retirement Is Actually the Right Call
Episode 213: Retirement Without Guesswork: The Four L’s and Funded Ratio Strategy
Episode 212: There Is No “Best” Retirement Plan: How to Choose What Actually Works
Episode 211: The Math Behind Retirement Decisions (and Why It Matters)
Episode 210: Navigating Tax Changes for 2026
[Best of 2025 Repost] Episode 174 The Psychology of Investing Understanding Market Reactions
[Best of 2025 Repost] Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen
Episode 209: Your TIPS Questions Answered: Inflation Protection, Interest Rates, and Retirement Income
Episode 208: Your Retirement Spending Questions Answered: The 4 Percent Rule, Sequence Risk, and Glide Paths
Episode 207: Your Tax Questions Answered: 401(k)s, Roth Conversions, and RMDs
Episode 206: Wills, Trusts, and the Caregiving Journey
Episode 205: Preparing for the Financial Side of Caregiving
Episode 204: How Your Retirement Style Shapes Your Social Security Strategy
Episode 203: OBBBA and You, Part 3: Building, Passing, and Protecting Wealth Under OBBBA
Episode 202: OBBBA and You, Part 2: The Deductions That Could Change Your Tax Bill
Episode 201: OBBBA and You: How the “One Big Beautiful Bill” Reshapes Retirement Taxes
Episode 200 Celebration
Episode 199: Beyond the Numbers: Planning for Life, Not Just Finances
Episode 198: Beyond the Numbers: The Human Side of Retirement
Episode 197: RWS Live! With Bill Bengen: Part 2
Episode 196: RWS Live! With Bill Bengen: Part 1
Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen
Episode 194: RWS Live! Rethinking Retirement: Inflation, Annuities, and Roth Conversions
Episode 193: RWS Live!: From Tontines to ETFs: Exploring Innovative Retirement Solutions
Episode 192- Beyond The 4% Rule
Episode 191: From Cash to HELOCs What’s in Your Buffer Toolbox
Episode 190- Buffer Assets, Bad Timing, and Better Plans
Episode 189: Gold Is Shiny- But Is It Smart?
Episode 188: Are TIPS the Retirement Safety Net You’ve Been Missing?
Episode 187: Couples, Roths, and SPIAs- Oh My!
Episode 186: How to Build a Retirement Plan That Lasts (and Saves on Taxes)
Episode 185: Retire with Style Live Q&A
Episode 184: Can Tech Replace Your Financial Advisor?
Episode 183: Retire Smarter, Not Harder
Episode 182: When Disaster Strikes… Should You Invest?
Episode 181: Bricks, Mortar and Retirement
Episode 180: The Secret Life of Private Investments
Episode 179: Forecasts, Futures, and Funds: Inside the Hedge Fund Playbook
Episode 178: Hedging Your Bets in Retirement: What You Should Know
Episode 177: Winning the Loser’s Game: A Look at Alternative Investments
Episode 176: Strategic Retirement Planning: Q&A on Income, Taxes, and Investments
Episode 175: Can Money Buy Happiness in Retirement?
Episode 174: The Psychology of Investing: Understanding Market Reactions
Episode 173: Navigating Market Volatility: Strategies for Investors
Episode 172: Understanding Market Volatility
Episode 171: Unlocking the Secrets of Bond Laddering
Episode 170: The Importance of Your Planning Assumptions Part 2
Episode 169: The Importance of Your Financial Planning Assumptions: Part 1
Episode 168: Funded Ratio vs. Monte Carlo: Which is Better?
Episode 167: Navigating Retirement Goals: The Four L's
Episode 166: Mastering Your Financial Future: A Framework for Success
Episode 165: Tax Planning Essentials for Retirees
Episode 164: Investment Insights: What 2024 Taught Us
Episode 163: 2025 Retirement Planning Guidebook Updates
Episode 162: Retire with Style Live (not really) Q&A: Part 6
Episode 161: Retire with Style Live (not really) Q&A: Part 5
Episode 160: Retire with Style Live (not really) Q&A: Part 4
Episode 159: Retire with Style Live (not really) Q&A: Part 3
Episode 158: Retire with Style Live (not really) Q&A: Part 2
Episode 157: Retire with Style Live (not really) Q&A Part 1
Episode 156: Navigating The New Retirement Landscape
Episode 155: Navigating Roth Conversions: Key Strategies and Insights
Episode 154 The Financial Advisor's Guide to Roth Conversions Part 2
Episode 153: The Financial Advisor's Guide to Roth Conversions
Episode 152: Navigating Holiday Money Talks
Episode 151: Financial Strategies for Early Retirement
Episode 150: Lump Sum or Annuity: What’s Right for You?
Episode 149: The Various Aspects of Tax Planning
Episode 148: Tax-Efficient Income Stacking
Episode 147: Navigating Medicare and Tax Planning
Episode 146: The Concept of the 'Tax Torpedo'
Episode 145: Mastering Tax-Efficient Withdrawals
Episode 144: Understanding the Rules of RMDs
Episode 143: The Importance of Asset Location and Asset Allocation
Episode 142: Tax-Efficient Retirement Strategies
Episode 141: Tax-Efficient Retirement Distributions
Episode 140: Are you ready for our Retirement Income Challenge? Join us as we begin next week.
Episode 139: What to expect in Retirement
Episode 138: The Meaning of Retirement
Episode 137: The Evolution of Messaging in the Financial Advisory Industry
Episode 136: Personal Values Investing - Understanding and Using ESG Investments in Your Portfolio
Episode 135: RISA® in Action with James Matthews
Episode 134 YouTube Live Q&A (not really): Answering Your Questions about Portfolio Allocation in Retirement
Episode 133: YouTube Live Q&A (not really): Answering Your Retirement Planning Questions with Rob Cordeau
Episode 132: YouTube Live Q&A (Part 3)
Episode 131: The Impact of the Election on the Stock Market and Retirement Planning
Episode 130: YouTube Live Q&A (Part 2)
Episode 129: YouTube Live Q&A (Part 1)