Retire With Style

Taxes can quietly reshape a retirement plan if they’re not considered early and often. In a recent ThinkAdvisor article, Wade Pfau highlights common tax pitfalls that can impact retirement income strategies—and how thoughtful planning can help avoid unnecessary surprises. Read more:

www.thinkadvisor.com/2026/03/18/wade-pfau-watch-ou…

3 weeks ago | [YT] | 7

Retire With Style

Taxes remain one of the biggest planning challenges in retirement.


In a recent New York Times article on Roth IRAs and retirement tax strategy, Retirement Researcher's Wade Pfau emphasizes that withdrawal decisions can have lasting consequences for retirees.

Read the full breakdown: www.nytimes.com/2026/03/15/business/roth-ira-taxes…

1 month ago | [YT] | 4

Retire With Style

You can only learn so much about retirement before you start asking "what's next?".

The Retirement Income Challenge helps you answer that. Join Wade and I, for the Retirement Income Challenge from March 23rd through 26th at 12-2PM ET and turn your questions into a clearer retirement plan. Did we mention it's free? Save your seat now: retirewithstyle.com/challenge

Skip the Carousel

1 2

1 month ago | [YT] | 2

Retire With Style

The Retire With Style team, back when their biggest responsibility was nap time.

Meet the people behind the podcast.

Skip the Carousel

1 2 3 4 5 6

1 month ago | [YT] | 8

Retire With Style

Big News: The 3rd Edition of the Retirement Planning Guidebook is here!


To celebrate, join Wade Pfau for a free webinar on January 28th at 1PM ET, where he’ll walk through key retirement tax updates for 2026—and how smart planning can help you keep more of your hard-earned savings. There will also be insights straight from Chapter 10 on tax planning!



Save your spot today: retirementresearcher.com/webinar

3 months ago | [YT] | 7

Retire With Style

For the first time ever our friends at Retirement Researcher is offering gift cards!


Give the gift of retirement clarity with access to our expert-led Academy workshops. Whether they're planning ahead or already retired, it's a thoughtful way to help someone you care about feel more confident about their financial future.

Learn more: retirementresearcher.com/gift

4 months ago | [YT] | 1

Retire With Style

The 4% rule might be the OG of retirement planning, but Wade and Alex are calling out its blind spots.



In episode 208 of Retire With Style, they dive into how real-life retirement decisions don’t always follow textbook rules—and why you shouldn’t either. Tune in retirewithstyle.com/episode208

Skip the Carousel

1 2 3 4 5

4 months ago | [YT] | 3

Retire With Style

Apparently, retirement income strategy is a global obsession... and we're not mad about it.



234.9k downloads. 193.4k listeners. From the U.S. to Canada to the UK — you all really showed up for tax maps, Roth conversions, and the eternal 4% rule debate. Here’s to another year of retiring smarter — and with style. retirewithstyle.com/listen

Skip the Carousel

1 2

4 months ago | [YT] | 4

Retire With Style

You didn’t just listen — you learned, questioned, and maybe even laughed at Wade’s & Alex's retirement jokes.



Here’s your 2025 Retire With Style Wrapped: a year of building smarter, cooler retirements. Favorite episode from 2025? Drop it below 👇 retirewithstyle.com/listen

Skip the Carousel

1 2 3 4 5

4 months ago | [YT] | 3

Retire With Style

The Retirement Researcher Black Friday sale is still live! Build your own Workshop bundle and get 50% off when you choose 3 or more. This is a great way to strengthen your retirement strategy with the topics you care about most. Learn more at academy.retirementresearcher.com/purchase-workshop…

Skip the Carousel

1 2 3 4

4 months ago | [YT] | 0