Best Wade Pfau Podcasts (2025)

1
Sequence Risk Can Derail Your Retirement: Here is How to Stop It | Practical Lessons from Wade Pfau 1:02:38

3d ago1:02:38

1:02:38

In this episode, we dive deep into the fundamentals of retirement planning with one of the most respected researchers in the field—Wade Pfau. Wade is known for blending rigorous academic research with real-world financial advice. We explore his groundbreaking ideas on the 4% rule, sequence of returns risk, annuities, income frameworks, and his inno…

1
506: Mortgages and Reverse Mortgages with Wade Pfau 31:45

11d ago31:45

31:45

Wealth Formula Network, our online mastermind group, is where we dive into the financial questions that keep us up at night, and one debate that keeps coming up is whether to pay off your mortgage. It’s a complex question, but let’s unpack the math and the emotion so you can decide for yourself. First, think of your mortgage as a lever: with just 2…

1
Episode 179: Forecasts, Futures, and Funds: Inside the Hedge Fund Playbook 44:57

1d ago44:57

44:57

In this episode of Retire with Style, Wade Pfau and Alex Murguia explore the complex world of hedge funds, focusing on strategies like global macro, event-driven, and managed futures. They explain the role of derivatives, the impact of forecasting, and how these approaches can complement a broader investment portfolio, especially in the context of …

1
Jeff Brooks of Janus Henderson - King Lear, Tony Soprano and the Lessons of Wealth Transfer 58:42

2d ago58:42

58:42

Today on the podcast, Rusty and Robyn are joined by Jeff Brooks, Senior Wealth Strategist with the Specialist Consulting Group at JanusHenderson Investors. Jeffrey R. Brooks is a Senior Wealth Strategist with the Specialist Consulting Group at Janus Henderson Investors. Jeffrey brings to his role years of experience in both the practice of law as w…

1
507: How to Sell Your Business or Practice 30:22

3d ago30:22

30:22

The Wealth Formula Community is filled with high-paid professionals and small business owners—I'm one of them. Most of us are so focused on making a living that we rarely think about the day we might want to sell our "jobs." Over the years, I've encountered many physicians and dentists who never even considered an exit strategy until private equity…

1
507: How to Sell Your Business or Practice 30:21

4d ago30:21

30:21

The Wealth Formula Community is filled with high-paid professionals and small business owners—I’m one of them. Most of us are so focused on making a living that we rarely think about the day we might want to sell our “jobs.” Over the years, I’ve encountered many physicians and dentists who never even considered an exit strategy until private equity…

1
Episode 178: Hedging Your Bets in Retirement: What You Should Know 56:58

8d ago56:58

56:58

In this episode, Wade and Alex explore the world of hedge funds—what they are, how they’re structured, and how they’ve evolved from simple hedging tools into complex investment vehicles. They break down common fee models, challenges in measuring performance, and the impact of data biases. The conversation also covers key hedge fund strategies—inclu…

1
Dustin Haygood of Aristotle - Value Investing and the Power of Patience 55:02

9d ago55:02

55:02

Today on the podcast, Rusty and Robyn are joined by Dustin Haygood, Client Portfolio Manager at Aristotle Capital Management. Dustin Haygood is a Client Portfolio Manager at Aristotle Capital and a member of the investment team. Prior to joining Aristotle Capital, Dustin was Lead Analyst at Capital Alpha Partners where he performed political risk r…

1
The Seismic Shift Markets Are Missing | Practical Lessons from Ben Hunt & Grant Williams 1:05:57

9d ago1:05:57

1:05:57

In this episode, we dive deep into some of the most thought-provoking ideas from two of the most original minds in investing: Ben Hunt and Grant Williams. Through a curated selection of powerful clips, we explore how markets have transformed from mechanisms of capital allocation to platforms of narrative and speculation. Ben and Grant challenge con…

1
506: Mortgages and Reverse Mortgages with Wade Pfau 31:04

11d ago31:04

31:04

, our online mastermind group, is where we dive into the financial questions that keep us up at night, and one debate that keeps coming up is whether to pay off your mortgage. It’s a complex question, but let’s unpack the math and the emotion so you can decide for yourself. First, think of your mortgage as a lever: with just 20% down, you control 1…

1
The Diversification Delusion | The Risk that Leaves Both Stocks and Bonds Exposed 59:47

14d ago59:47

59:47

In this episode, Jack and Matt revisit one of the most debated topics in investing: the fate of the classic 60/40 portfolio. Drawing on insights from some of the smartest minds in finance—Bob Elliott, Adam Butler, Warren Pies, Rick Ferri, Jared Dillian, Andrew Beer, and Cliff Asness—they explore whether the traditional stock/bond mix still makes se…

1
Episode 177: Winning the Loser’s Game: A Look at Alternative Investments 52:49

15d ago52:49

52:49

In this episode of Retire with Style, Dr. Wade Pfau and Dr. Alex Murguia explore the evolving world of alternative investments and their potential role in retirement planning. They discuss the concept of "Winning the Loser’s Game"—emphasizing the value of steady, disciplined strategies over high-risk maneuvers—and examine how alternatives like cryp…

1
Scott MacKillop - The Legendary Innovator on Disrupting Wealth Management and Climbing Mountains 1:06:27

16d ago1:06:27

1:06:27

Today on the podcast, Rusty and Robyn are joined by serial entrepreneur and strategic advisor Scott MacKillop. Scott MacKillop, the former CEO of First Ascent Asset Management, serves as strategic advisor to GeoWealth, an enterprise technology firm and TAMP that serves the needs of RIAs. He is a 40-year veteran of the financial service industry. Ke…

1
505: Andy Tanner on Cash Flowing Stocks for Double Digit Returns 51:41

18d ago51:41

51:41

I used to scoff at Wall Street, believing the stock market was the last place to build real, life-changing wealth. I leaned exclusively on real estate, private businesses—even Bitcoin—to grow my net worth. But times change. I’ve softened my stance on equities and now see a place for stocks in my portfolio—just not the way most people do. I think of…

1
505: Andy Tanner on Cash Flowing Stocks for Double Digit Returns 51:41

18d ago51:41

51:41

I used to scoff at Wall Street, believing the stock market was the last place to build real, life-changing wealth. I leaned exclusively on real estate, private businesses—even Bitcoin—to grow my net worth. But times change. I’ve softened my stance on equities and now see a place for stocks in my portfolio—just not the way most people do. I think of…

1
Episode 176: Strategic Retirement Planning: Q&A on Income, Taxes, and Investments 34:41

22d ago34:41

34:41

In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau tackle a range of financial planning questions in a lively Q&A session. They explore Social Security strategies, the role of single premium immediate annuities (SPIAs) in retirement income, and investment approaches for managing required minimum distributions (RMDs). The discuss…

1
Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your Career 54:45

23d ago54:45

54:45

Today on the podcast, Rusty and Robyn are joined by Judith Peterson, Chief Marketing Officer at DwellFi and SteerCo Member of the Women’s Accelerator Network in NYC. Judith Peterson, based in New York, NY, US, is currently a Chief Marketing Officer at DwellFi. Judith Peterson brings experience from previous roles at Intertrust Group, Cerulean Sky L…

1
The Irrecoverable Error: Risk, Ruin, and the Rules of Wealth | Practical Lessons from Guy Spier 1:06:31

23d ago1:06:31

1:06:31

In this episode, Matt Zeigler and Bogumil Baranowski dive deep into the timeless investing wisdom of Guy Spier. Drawing from Spier’s interviews on both Excess Returns and Talking Billions, they explore crucial ideas about investing, risk, decision-making, and living a meaningful life. From understanding why letting your winners run can enhance retu…

1
504: Maximizing Profits by Paying Less Tax: Deferred Sales Trusts 47:17

25d ago47:17

47:17

The last couple of weeks, we’ve been deep in the world of buying businesses. But what happens when it’s time to cash out? Maybe you’re ready to sell your business, that investment property you’ve managed for years, or another major asset you’ve poured your energy into. If you’re like most people, the thrill of a big sale is quickly followed by a le…

1
504: Maximizing Profits by Paying Less Tax: Deferred Sales Trusts 46:39

25d ago46:39

46:39

The last couple of weeks, we’ve been deep in the world of buying businesses. But what happens when it’s time to cash out? Maybe you’re ready to sell your business, that investment property you’ve managed for years, or another major asset you’ve poured your energy into. If you’re like most people, the thrill of a big sale is quickly followed by a le…

1
Episode 175: Can Money Buy Happiness in Retirement? 51:15

29d ago51:15

51:15

In this episode of Retire With Style, Dr. Wade Pfau and Dr. Alex Murguia are joined by behavioral finance expert Dr. Daniel Crosby to explore the intersection of wealth, values, and happiness in retirement. Together, they unpack why aligning your spending with your personal values can lead to a more fulfilling life—and how money, when used thoughtf…

1
Alma Rodriguez-Piscitello of Revela Advisors - How to Brand and Market Your Firm and Why It All Matters 40:47

30d ago40:47

40:47

Today on the podcast, Rusty and Robyn are joined by Alma Rodriguez-Piscitello, CEO & Founder of Revela Advisors. As the driving force behind Revela Advisors, Alma is all about helping businesses unlock their true potential and achieve sustainable growth. With over 30 years in financial services, she’s worked with Fortune 500 companies and global or…

1
503: How to Fund Your Commercial Real Estate or Business Acquisition 41:51

1M ago41:51

41:51

Last week on Wealth Formula Podcast, we dove deep with an expert who specializes in due diligence for small business acquisitions. To reiterate, what makes small business acquisitions especially enticing are the incredible financing opportunities available through the SBA. Imagine this: you only put down 10 percent on a $5 million business, and sud…

1
503: How to Fund Your Commercial Real Estate or Business Acquisition 39:45

1M ago39:45

39:45

Last week on Wealth Formula Podcast, we dove deep with an expert who specializes in due diligence for small business acquisitions. To reiterate, what makes small business acquisitions especially enticing are the incredible financing opportunities available through the SBA. Imagine this: you only put down 10 percent on a $5 million business, and sud…

1
Episode 174: The Psychology of Investing: Understanding Market Reactions 30:27

1M ago30:27

30:27

In this episode of Retire with Style, Wade Pfau and Alex Murguia sit down with Dr. Daniel Crosby, a leading voice in behavioral finance, to unpack the psychological side of investing in today’s volatile markets. Together, they examine how market swings and media noise shape investor behavior—and why having a thoughtful media diet and disciplined de…

1
The Dark Side of Value Investing: Practical Lessons from Aswath Damodaran 1:08:07

1M ago1:08:07

1:08:07

Join Matt Zeigler and Bogumil Baranowski as they play our favorite clips from both the Excess Returns and Talking Billions podcast interviews with Aswath Damodaran. This conversation unpacks Damodaran’s timeless insights on navigating uncertainty, embracing the process of investing, and finding comfort in a volatile market. From the ritualistic all…

1
Frank Trotter of Battle Bank - The Inside Story of Online Banking 48:54

1M ago48:54

48:54

Today on the podcast, Rusty and Robyn are joined by Frank Trotter, President at Battle Bank. Frank Trotter has been involved in the banking business since 1981. In 1998, he became a co-founder of everBank.com, a national direct-to-consumer bank which was acquired by EverBank Financial in 2004. From 1998 through the sale of EverBank Financial Corp t…

1
502: Should You Buy a Business? 33:15

1M ago33:15

33:15

Lately, I’ve been thinking about starting a new business. I know the market seems like it’s crashing around us, and we’re probably headed into a recession. But hey—I started my first business back in 2009, and it doesn’t get much worse than that, right? Well, maybe it can. And that’s exactly why I’ve been considering buying a business instead of st…

1
502: Should You Buy a Business? 31:07

1M ago31:07

31:07

Lately, I've been thinking about starting a new business. I know the market seems like it's crashing around us, and we're probably headed into a recession. But hey—I started my first business back in 2009, and it doesn’t get much worse than that, right? Well, maybe it can. And that's exactly why I've been considering buying a business instead of st…

1
Time to Invest! 10:19

1M ago10:19

10:19

Now’s the time to move. Markets are down, fear is high—and that’s exactly when the smart money starts to deploy. If you’ve been sitting on the fence about the Wealth Accelerator, this might be your moment. Learn how you can leverage market downturns with guardrails in place and amplify your upside while protecting the downside. Connect with Rod at …

1
Time to Invest! 10:19

1M ago10:19

10:19

Now’s the time to move. Markets are down, fear is high—and that’s exactly when the smart money starts to deploy. If you’ve been sitting on the fence about the , this might be your moment. Learn how you can leverage market downturns with guardrails in place and amplify your upside while protecting the downside. Connect with Rod at…

1
Episode 173: Navigating Market Volatility: Strategies for Investors 49:11

1M ago49:11

49:11

In this episode of Retire with Style, Wade Pfau and Alex Murguia dive into the current market landscape and what it means for retirement planning. They highlight the importance of staying grounded during periods of volatility and how emotions can cloud financial judgment. Alex introduces the RAIN model—a practical framework to recognize and manage …

1
Morris Chen of DoubleLine Capital - Commercial Real Estate 48:50

1M ago48:50

48:50

Today on the podcast, Rusty and Robyn are joined by Morris Chen, Portfolio Manager at DoubleLine Capital. Mr. Chen joined DoubleLine at its inception in 2009. He is a Portfolio Manager leading the CMBS/CRE Debt Investment team and CRE New Investment Review Group, and is responsible for the oversight and management of all CRE Debt related investment…

1
501: Real Estate Postmortem – Lessons from the Crash and the Opportunity Ahead 35:55

2M ago35:55

35:55

Charlie Munger, the late sage of value investing and Warren Buffett’s right-hand man, once said there are only three ways a smart man can go broke: “liquor, ladies, and leverage.” Now, of the three, leverage is the sneakiest. It shows up dressed like opportunity, whispers promises of scale and speed, and before you know it—you’re in a capital call …

1
501: Real Estate Postmortem - Lessons from the Crash and the Opportunity Ahead 35:55

2M ago35:55

35:55

Charlie Munger, the late sage of value investing and Warren Buffett’s right-hand man, once said there are only three ways a smart man can go broke: “liquor, ladies, and leverage.” Now, of the three, leverage is the sneakiest. It shows up dressed like opportunity, whispers promises of scale and speed, and before you know it—you’re in a capital call …

1
Tariffs Are Here. The Market is Down. Here is What It Means for Investors 1:05:02

2M ago1:05:02

1:05:02

In this episode, dive into the complex world of tariffs, national debt, and economic policies under the current administration. With the S&P down 4% and markets reacting to recent policy shifts, we bring you insights from our previous interviews with Cullen Roche and Andy Constan to break down these pressing issues. This episode is designed for eve…

1
Episode 172: Understanding Market Volatility 53:00

2M ago53:00

53:00

In this episode of 'Retire with Style', Wade Pfau and Alex Murguia discuss the complexities of market volatility, its implications for investors, and the current economic landscape. They discuss the nature of volatility, the significance of the VIX as a measure of market fear, and the emotional toll of daily market fluctuations. The conversation al…

1
Daryl Clements of AllianceBernstein - It's All About Municipal Bonds 49:15

2M ago49:15

49:15

Today on the podcast, Rusty and Robyn are joined by Daryl Clements, Municipal Portfolio Manager at AllianceBernstein. Daryl Clements joined AB in 2002 from a role in credit research. Drawn by the firm's reputation and potential for opportunity, he has played a key role in pulling the municipal market forward through relentless innovation. For Cleme…

1
Most Great Traders Failed First: These Key Rules Saved Them | Practical Lessons from Jack Schwager 49:14

2M ago49:14

49:14

In this episode, Matt and Jack dive into the timeless wisdom of Jack Schwager, renowned author of the Market Wizards series. Drawing from two insightful interviews with Schwager, they explore key lessons from some of the greatest traders he’s interviewed, like Paul Tudor Jones and Steve Cohen, and unpack how these principles apply not only to tradi…

1
500: What Is the Big Deal about Private Equity? 27:44

2M ago27:44

27:44

When it comes to building wealth, the allure of exotic investment products can be hard to resist. From cryptocurrencies to rare collectibles, these options promise excitement, exclusivity, and the potential for big returns. But are they truly superior to buying the market or some rental real estate? Let’s take a look at a few popular exotic investm…

1
500: What Is the Big Deal about Private Equity? 27:44

2M ago27:44

27:44

When it comes to building wealth, the allure of exotic investment products can be hard to resist. From cryptocurrencies to rare collectibles, these options promise excitement, exclusivity, and the potential for big returns. But are they truly superior to buying the market or some rental real estate? Let’s take a look at a few popular exotic investm…

1
Episode 171: Unlocking the Secrets of Bond Laddering 49:57

2M ago49:57

49:57

In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau are joined by Nate Conrad from Lifex Funds to discuss the innovative approach to retirement income through bond ladders. The conversation explores the evolution of Lifex, the differences between traditional bond funds and bond ladders, and the design of Lifex ETFs aimed at provi…

Podcasts Worth a Listen

Wade Pfau Podcasts

Podcasts Worth a Listen