Stay Wealthy Retirement Podcast

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**Stay Wealthy Retirement Podcast**

Retirement is too important to leave to guesswork, headlines, or conflicting advice.

The Stay Wealthy Retirement Show is an award-winning retirement podcast designed to help you make smarter decisions with your money, reduce taxes, invest wisely, and create a retirement income plan you can trust.

Want to avoid overpaying the IRS in retirement? Prepare for the next stock market downturn? Optimize retirement timing? Turn your investments into reliable income without second-guessing every decision?

You’re in the right place.

I’m Taylor Schulte, a Certified Financial Planner™ and retirement tax planning expert. Each week, I simplify the biggest retirement planning questions so you can feel more informed, more confident, and better prepared to “stay wealthy” in retirement.

Latest Episodes:

The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy Jul 26, 2022

Show notes

Today, Jeremy Schneider unveils his Ultimate Investing Checklist.

In fact, you can use this 7-step checklist to measure your current investing strategy.

You can also use it to:

Optimize your tax bill
Maximize your risk-adjusted returns
Eliminate costly mistakes

If you want to learn how to cut through the nonsense + optimize your investment portfolio, this episode is for you.

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Over age 50? Need retirement + tax planning help?

👉 Get Started With a Free Retirement Assessment

To grab the links mentioned in today's episode, visit the show notes page.

How to Invest for Kids (and Grandkids!) Jul 19, 2022

Show notes

Today we're talking about the best way to invest for kids + grandkids.

In fact, guest host Jeremy Schneider says this is one of the most frequent topics he gets asked about!

So, to help our listeners, he explores three BIG things:

How to decide if you should invest for your kids...at all
The top four (4) investing strategies to use
How to optimize for taxes and growth

If you have kids (or grandkids!) and want to know the best ways to invest for their future, this episode is for you.

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Over age 50? Need retirement + tax planning help?

👉 Get Started With a Free Retirement Assessment

To grab the links mentioned in today's episode, visit the show notes page.

Series I Bonds: Should Retirement Savers Invest in Them for Inflation Protection? Jul 12, 2022

Show notes

Today we're talking about I Bonds!

Specifically, guest host Jeremy Schneider is discussing:

What exactly I Bonds are
How I Bonds work
Where they belong in a retirement savers portfolio

If you want to learn about this unique + (virtually) risk-free investment that's paying 9%+, you're going to love this episode.

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Over age 50? Need retirement + tax planning help?

👉 Get Started With a Free Retirement Assessment

To grab the links mentioned in today's episode, visit the show notes page.

Huge Tax Bills at Vanguard: What Retirement Savers Need to Know Jul 05, 2022

Show notes

Today Jeremy Schneider dives into Vanguard Target Retirement funds (and the tax problems they're causing).

Specifically, he's sharing:

What happened at Vanguard to trigger this giant tax issue
Why this occurred in the first place
What to do when it happens again

He's also answering two (2) BIG questions from listeners!

If you're ready to learn how to avoid future mutual fund tax surprises so you don't overpay the IRS, today's episode is for you.

Over age 50? Need retirement + tax planning help?

👉 Get Started With a Free Retirement Assessment

To grab the links mentioned in today's episode, visit the show notes page.

10 Reasons You Should Avoid Indexed Universal Life Insurance (IUL) Jun 28, 2022

Show notes

Indexed Universal Life Insurance (IUL) is all the rage right now.

"10%+ growth potential. Guaranteed security against market risk. Tax-free retirement income."

These policies are confusing. And they sound WAY too good to be true.

So to get to the bottom of it ... I bought one!

I read the fine print. Did the math. And uncovered the ugly truth.

In this episode, I'm sharing the 10 lies told during the IUL sales pitch + the actual financial outcome of buying one.

I'm also answering two questions from listeners, including one about using a 3-fund portfolio for retirement investing.

Over age 50? Need retirement + tax planning help?

👉 Get Started With a Free Retirement Assessment

To grab the links mentioned in today's episode, visit the show notes page.

How to Reduce Medicare IRMAA in 2022 Jun 23, 2022

Show notes

Today I'm sharing a fun announcement with everyone.

I'm also providing retirement savers with important information on the 2022 Medicare IRMAA brackets.

This includes covering three things:

What IRMAA is
How IRMAA is calculated
The 10 best ways to avoid IRMAA

If you want to better understand how you can navigate Medicare IRMAA this year (and beyond!), you'll enjoy this episode.

***

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Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits Jun 21, 2022

Show notes

Today I'm talking about Grandparent 529 Plans.

In fact, a BIG change was recently that seemed to fly under the radar.

In addition to discussing this change, Robert Farrington joins me to discuss three (3) important things:

How to maximize the tax benefits of a 529
Why 529 plans are great estate planning tools
How to invest your money inside a 529

We also talk about alternatives to 529 plans that retirement savers might consider.

If you want to learn about the new 529 rules + how to maximize the tax/estate planning benefits of these accounts, you're going to love this episode.

Over age 50? Need retirement + tax planning help?

👉 Get Started With a Free Retirement Assessment

To grab the links mentioned in today's episode, visit the show notes page.

3 Key Takeaways on Inflation from the May CPI Report Jun 15, 2022

Show notes

Today I'm sharing key takeaways from the May inflation (CPI) report.

I'm also sharing:

What "shadow inflation" is (and why you should ignore it)
Why inflation is high
What retirement investors can do in response

Over age 50? Need retirement + tax planning help?

👉 Get Started With a Free Retirement Assessment

To grab the links mentioned in today's episode, visit the show notes page.

Why Are TIPS (Inflation-Protected Bonds) Losing Money? Jun 09, 2022

Show notes

Inflation has skyrocketed this year.

In fact, inflation jumped to a 40-year high of 8.5% in March 2022.

So why are Treasury Inflation-Protected Securities (TIPS) losing money?

What are TIPS exactly?

And do they belong in a retirement portfolio?

If you want answers to these questions, you're going to love today's episode.

On the hunt for a retirement + tax planning expert?

👉 Learn more about getting a Free Retirement Assessment™.

To grab the links mentioned in today's episode, head over to the show notes page here.

3 Big Retirement Mistakes (and How to Sidestep Them) Jun 07, 2022

Show notes

Today I'm sharing three (3) big retirement planning mistakes and how to avoid them.

Actually, that's not true...

I was inspired to add a fourth retirement mistake at the last minute after a recent client meeting.

So be sure to stick around to the very end. ;)

On the hunt for a retirement + tax planning expert?

Learn more about getting a Free Retirement Assessment™.

To grab the links mentioned in today's episode, head over to the show notes page here.

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