Retire With Style Podcast Por Wade Pfau & Alex Murguia arte de portada

Retire With Style

Retire With Style

De: Wade Pfau & Alex Murguia
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 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.Copyright 2022 All rights reserved. Economía Finanzas Personales
Episodios
  • Episode 182: When Disaster Strikes… Should You Invest?

    Episode 182: When Disaster Strikes… Should You Invest?
    Jun 10 2025

    In this episode of Retire with Style, Wade Pfau and Alex Murguia explore alternative investments with a focus on natural resources, commodities, and catastrophe bonds. They break down the strategies and risks behind these asset classes and examine how they can fit into a diversified retirement portfolio. The conversation offers insights into the potential advantages and challenges of these investments for retirement planning.

    Takeaways

    • Natural resources include timberland, farmland, and water rights.
    • Commodities can serve as an inflation hedge but are volatile.
    • Catastrophe bonds transfer natural disaster risk to investors.
    • Investing in companies that use commodities may be more beneficial.
    • The correlation of commodities to equities is generally low.
    • Catastrophe bonds can provide uncorrelated returns to the market.
    • Investors should consider the expected return for each asset class.
    • Due diligence is essential when exploring alternative investments.
    • Infrastructure investments can offer stable returns through usage fees.
    • The role of portfolio managers is to expose investors to asset classes with favorable risk-return profiles.

    Chapters

    00:00 Introduction to Alternative Investments 02:22 Exploring Natural Resources and Commodities 11:53 Understanding Catastrophe Bonds 21:18 Evaluating Risks and Returns in Catastrophe Bonds

    Links

    Explore the New RetireWithStyle.com! We’ve launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there’s something you’ve been wondering about retirement, we want to hear it!

    The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/

    This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean’s free eBook, “Retirement Income Planning”
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    33 m
  • Episode 181: Bricks, Mortar and Retirement

    Episode 181: Bricks, Mortar and Retirement
    Jun 3 2025

    In this episode of Retire with Style, Wade Pfau and Alex Murguia explore real assets- focusing on real estate and infrastructure- and their role in retirement portfolios. They discuss the pros and cons of residential and commercial property ownership, the value of REITs, and the potential of infrastructure investments. The conversation highlights the importance of diversification and understanding the risk-return tradeoffs of these asset classes. Listen now to learn more!

    Takeaways

    • Real assets—like real estate and infrastructure—can play a valuable role in retirement portfolios.
    • These assets can improve portfolio efficiency by enhancing return relative to risk.
    • REITs offer accessible exposure to real estate without requiring accredited investor status.
    • Owning residential property often requires active management and can feel more like a job than a passive investment.
    • Commercial real estate tends to provide more stable income through longer-term leases.
    • Infrastructure investments can offer steady cash flows and some protection against inflation.
    • Diversification remains key to effectively managing portfolio risk.
    • 1031 exchanges allow investors to defer capital gains taxes when selling real estate.
    • Water rights represent a niche but growing area of investment opportunity.

    Chapters

    00:00 Introduction to Real Assets 02:00 Understanding Real Estate in Portfolios 08:04 The Role of Residential Real Estate 16:01 Exploring Commercial Real Estate 28:05 Infrastructure as an Investment 33:44 Conclusion and Future Topics

    Links Explore the New RetireWithStyle.com! We’ve launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there’s something you’ve been wondering about retirement, we want to hear it!

    The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/

    This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
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    39 m
  • Episode 180: The Secret Life of Private Investments

    Episode 180: The Secret Life of Private Investments
    May 27 2025
    In this episode of Retire with Style, Wade Pfau and Alex Murguia explore the world of alternative investments, with a focus on private equity and private credit. They discuss what it means to be an accredited investor, the different types of private equity investments, and the typical life cycle and structure of private equity funds—including the roles of general and limited partners. The conversation also covers key risks, such as liquidity constraints and valuation challenges, and explains how private investments can fit into a broader retirement income strategy. Wade and Alex highlight the growing accessibility of these investments for retail investors, the rise of private credit markets, and the relationship between volatility and expected returns—underscoring the importance of understanding risk when evaluating investment decisions. Listen now to learn more! Takeaways: Private Equity Private equity involves investing in private companies rather than publicly traded stocks.The main types of private equity are venture capital, growth equity, and buyouts.These funds typically follow a seven- to eight-year life cycle and are structured with general partners (who manage the fund) and limited partners (who provide capital).Carried interest is a key component of compensation for general partners.Liquidity is a major concern—investments are often locked up for long periods.Valuing private companies is often opaque and can mislead investors.In venture capital, most returns come from a small number of successful investments.Private equity can provide diversification benefits in a broader portfolio. Private Credit Private credit focuses on lending, often to individuals or private firms, and is distinct from private equity.These investments are gaining popularity, driven by institutional demand and the search for yield.Platforms like iCapital are increasing access for individual investors.Private credit can offer higher yields than traditional fixed income but also comes with unique risks. Investment Strategy and Risk Alternative investments are growing in popularity, especially among individual investors.Risk and return must be evaluated together—volatility alone does not guarantee higher returns.Effective portfolio construction requires understanding how different asset classes interact.Investors should avoid diversifying blindly and instead understand the specific risks of each investment. Chapters 00:00 Introduction to Alternative Investments 04:25 Understanding Private Equity 10:27 Types of Private Equity Investments 18:52 The Private Equity Life Cycle 26:36 Structure and Function of Private Equity Funds 28:08 Risks and Considerations in Private Equity 29:15 The Illusion of Valuations 31:43 Democratization of Investment Access 32:12 Understanding Private Credit 35:33 The Growth of Private Credit Markets 41:03 Integrating Private Credit into Portfolios 45:17 Volatility and Expected Returns Links Curious about alternative investments but not sure where to start? Join Alex Murguia for the latest Retirement Researcher Academy Workshop: Know Before You Invest: Understanding Alternative Investments and get the clarity you need: https://retirement-researcher.ontralink.com/tl/538 Explore the New RetireWithStyle.com! We’ve launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there’s something you’ve been wondering about retirement, we want to hear it! Join Us Live on YouTube – June 2nd at 2PM ET! Want to go beyond the podcast and be part of the conversation in real time? Wade and Alex will be hosting a special Retire With Style YouTube Live session, where you can ask your retirement questions and get answers on the spot. Head over to our YouTube channel now, hit Subscribe, and click the bell to get notified when we go live. We’ll see you there! https://www.youtube.com/@retirewithstylepodcast The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/ This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean’s free eBook, “Retirement Income Planning”
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    55 m
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Very entertaining and informative in this developing discipline from two research pros attacking the problem both performance and behavioral finance and psychology. Love you boys.

Oscar and Felix keep us coming back for more

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