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:

Equity Compensation Part 1: RSU's, ESPP's, and Little-Known Risks Nov 02, 2021

Show notes

In 2018, GE stock traded at $7/share—an 85% drop from its all-time high.

Who was hit the hardest?

Company retirees...including former factory workers who used equity compensation packages to save for retirement.

In part one of our equity comp series, I'm breaking down:

What it is
Why it exists
How to manage the risks

Friend and fellow planner, Odaro Aisueni, also drops by to share his wisdom and expertise.

If you want to better understand equity compensation + learn about the overlooked risks of company stock, you're going to love today's episode.

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

Inflation: The SPOOKIEST Threat to Your Retirement...or is It? Oct 26, 2021

Show notes

Today I'm talking about inflation.

While inflation has historically averaged ~3%, the most recent CPI report showed an annual rate of 5.4%. 😲

But I'm going to share why that number doesn't tell the whole story.

I'm also sharing how some people are using the recent CPI report to try and scare you before Halloween even starts.

Finally, I'll be providing tips for how retirement investors can improve their portfolios if moderately high inflation persists.

If you want to know what the current inflation numbers mean for your retirement + how to combat this BIG SCARY threat, today's episode is for you.

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

Preferred Stocks: Everything Retirement Savers Need to Know Oct 19, 2021

Show notes

Today I'm talking about preferred stocks.

Why?

One of our listeners, Gene, was recently concerned about the low yields he was getting on bonds & cash.

And he was wondering if preferred stocks would be an appropriate alternative.

In addition to answering Gene's great question, I'm also breaking down:

What preferred stocks are
Why you might invest in them
How to spot little-known risks

If you're ready to learn all about preferred stocks (in plain English!), today's episode is for you.

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

U.S. National Debt: How Will We Ever Pay Off $28 Trillion? Oct 05, 2021

Show notes

Today I'm talking about the U.S. National Debt which currently sits at ~$28 trillion.

While that is a GIANT number, I'm sharing why current debt levels are not as big of a problem as most think.

If you want to learn why (in plain English!), you're going to love today's episode.

👉 Click here to access show notes for this episode

The Top 3 Benefits of Market Cap Weighted Index Funds Sep 28, 2021

Show notes

Today I'm talking about the benefits of Market-Cap-Weighted index funds (e.g., Vanguard Total Stock Market).

Why?

Last week, I made a brief comment that there were some benefits to owning them...and a number of you reached out asking what those were.

If, like these other listeners, you're also curious about the benefits of market-cap-weighted funds, you're going to love today's episode!

👉 Click here to access show notes for this episode

How to Earn a 7% Return in Today's Environment Sep 21, 2021

Show notes

The average interest rate for savings accounts is 0.06%.

National home prices just reported their highest one-year gain in history.

The U.S. stock market is up ~700% since March 2009.

When everything seems risky and overbought, what do retirement savers do?

How do you earn a healthy 7-8% return over the next 10-20 years?

I break it all down in this week's episode.

👉 Click here to access show notes for this episode

Why Investors Underperform by 2% Per Year + How to Improve Your Returns Sep 14, 2021

Show notes

Today I'm sharing the hot off the press results of the annual "Mind the Gap" study.

Once again, over the last 10 years, investors earned ~2% per year less than the funds they invested in.

(Hint: It's not because of fees or taxes.)

If you want to learn...

Why this return gap exists
What asset classes are most at risk
And how you can improve your returns

...you'll love this episode.

👉 Click here to access show notes for this episode

Can Required Minimum Distributions (RMDs) Cause You to Overwithdraw in Retirement? Sep 07, 2021

Show notes

Today I'm talking about Required Minimum Distributions (RMDs).

Specifically, I'm sharing:

How RMD withdrawal rates can creep up to 12%
Why they can cause you to overpay the IRS
How to use an RMD-based approach to create retirement income
When RMDs can put you at risk of over withdrawing
What you can do to reduce your RMD tax bill

If you want to get a quick Masterclass on Required Minimum Distributions (RMDs) and take control of your tax bill, this episode is for you!

👉 Click here to access show notes for this episode

Retirement Income Part 4: Using Dynamic Withdrawal Strategies to Maximize Income Aug 31, 2021

Show notes

Today I'm wrapping up our retirement income series by talking about Dynamic Withdrawal Strategies.

Dynamic strategies are designed to:

Maximize retirement income
Greatly lower the chance of running out of money
Combat inflation and maintain purchasing power

If you want to learn about dynamic withdrawal strategies, their pros & cons, and how to implement them, today's episode is for you.

👉 Click here to learn more about our Free Retirement Assessment

To access the show notes for today's episode, click here.

Retirement Income Part 3: Immediate Annuities and Dividend Stocks + Their Pros & Cons Aug 24, 2021

Show notes

Today I'm talking about immediate annuities and dividend stocks as potential retirement income solutions.

Specifically, I'm sharing the what, why, and how behind each strategy.

I'm also sharing their pros + cons.

If you want to find out if annuities and dividends will solve your retirement paycheck puzzle, you're going to enjoy this episode!

👉 Click here to access show notes for this episode

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