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:

Why the Stock Market Is Falling (And How to Respond!) Feb 01, 2022

Show notes

Today I'm discussing the current stock market volatility.

As of a couple days ago, U.S. stocks were off to their worst start since 2016.

Bonds are also in negative territory.

And inflation is at its highest level in 39 years.

Many retirement investors are [understandably] worried about the current state of the financial markets.

If you want to learn why + how to respond as a smart investor, you'll love today's episode.

👉 Click Here to Access Show Notes for This Episode

Life Insurance Part 2: Academic Use Cases, Evaluating Old Policies, Helpful Resources, and More! Jan 25, 2022

Show notes

Today I'm tackling part 2 of our life insurance in retirement series.

To help, friend and fellow financial planner, Stephanie McCullough stops by.

Together, we cover three main things:

An academic use case for permanent life insurance to create retirement income
A step-by-step process for evaluating an existing policy
Tips and resources for getting conflict-free help

We also break down 1035 exchanges + how you can help family members with old insurance policies.

If you're ready to get into the technical weeds today and tie a bow on permanent insurance in retirement, this episode is for you!

👉 Click Here to Access Show Notes and Links for This Episode

Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks Jan 18, 2022

Show notes

Today I'm kicking off our two-part series on life insurance.

Specifically, I'll be tailoring these episodes to those who are in retirement or close to it.

Here are a handful of the things I'll be covering:

What are the different types of life insurance (+ pros and cons)
How to determine the need for life insurance
What are the costs and tax considerations
How to analyze an old insurance policy
Where to buy life insurance without getting ripped off

If you're FINALLY ready to understand life insurance in retirement (in plain English!), you're going to love this series.

👉 Click Here to Access Show Notes and Links for This Episode

How to Prepare for Tech Bubble 2.0 Jan 11, 2022

Show notes

A near-record number of tech stocks have fallen by 50% or more from their one-year highs.

Is this the beginning of tech bubble 2.0?

If so, how will other asset classes behave?

How should retirement savers prepare?

One of our listeners, John H., recently reached out with these (great) questions.

If, like John, some of the recent headlines around tech & growth stocks have you concerned, you'll enjoy this listener mailbag episode.

Why You Should Pay Attention to Stock Market Forecasts Jan 05, 2022

Show notes

Today I'm talking about market forecasts and predictions.

Why?

Unlike the core principles that create a successful investment outcome, the financial + economic environment is always changing.

And the current environment drives a lot of our assumptions and decisions about the future.

While I think investors should ignore most pundits, I do believe thoughtful forecasts are valuable.

If you want to learn more about how to approach stock market forecasts (which there is no shortage of right now!), this episode is for you.

👉 Click Here to Access Show Notes and Links for This Episode

Stay Wealthy Giveaway + What You Need to Ask Your Insurance Company (ASAP!) Dec 21, 2021

Show notes

Two weeks ago, my wife and I came home to a major water leak.

We've been bouncing around between Airbnb's with three kids and a dog since then.

Fortunately, the $50,0000 (and counting!) in damages are being covered by insurance.

But I learned that's not always the case.

I learned that some VERY large insurance companies have recently stopped covering this type of loss.

If you want to learn more about my current situation + how you can ensure your home is properly protected, this episode is for you.

And if you want to throw your name in the hat for a custom, high-quality Stay Wealthy hoodie, click here.

(I'll be drawing names on January 3rd and shipping them off!)

👉 Click Here to Access Show Notes and Links for This Episode

Should You Include Social Security in Your Retirement Plan? Dec 07, 2021

Show notes

The Social Security program currently pays more in benefits than it collects in revenue.

If no changes are made, Social Security will become insolvent by the year 2034...

...and all beneficiaries (regardless of age or income) will face a sudden 22% benefit cut.

Even more, some proposals to fix Social Security include stripping 100% of benefits from high-income retirees.

This has led a lot of retirement savers to ask:

"Should I include Social Security in my retirement planning projections?"

If you have the same question, you're going to love today's episode.

👉 Click Here to Access Show Notes and Links for This Episode

Investing in Real Estate: Key Findings from a Comprehensive 22-Year Study Nov 30, 2021

Show notes

Today I'm sharing key findings from a 22-year study on investing in real estate.

In general, there are three primary ways you can invest in real estate:

Direct ownership
Listed real estate
Unlisted real estate

Most investors agree that allocating to real estate is prudent.

But they don't always agree on the best investment vehicle to use.

If you continue to wrestle with how to invest in real estate, you'll enjoy the recent results I'm sharing from a 22-year study on this popular asset class.

👉 Click Here to Access Show Notes and Links for This Episode

*** NOTE: The show notes page I reference in the audio of this episode is incorrect. The correct episode number is 135 and the show notes can be found by going to www.youstaywealthy.com/135 ***