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:

Retirement Income Part 2: The 4% Rule + Why the Creator Doesn't Follow It Aug 17, 2021

Show notes

Today I'm breaking down the 4% rule.

Specifically, I'm sharing:

A brief history of the rule
Why the creator doesn't follow it
The pros and cons

I'm also sharing how you might take the current environment into consideration when using the 4% rule.

If you want to understand the most popular retirement income strategy once and for all, this episode is for you.

👉 Click here to access show notes for this episode

Retirement Income Part 1: Why Most Retirees Will Never Draw Down Their Savings Aug 10, 2021

Show notes

Today I'm kicking off a multi-part series on creating a reliable income stream in retirement.

To help set the stage for this series, Michael Kitces drops in to share why most retirees will NEVER draw down their portfolio.

In fact, he shares how the 4% rule is more likely to quintuple wealth than deplete it over 30-years.

If you're ready to learn everything you need to know about creating a retirement paycheck, this series is for you.

👉 Click here to access show notes for this episode

Buying vs Leasing: The True Cost of Owning a Car Aug 03, 2021

Show notes

Today I'm talking about car ownership.

Specifically, I'm sharing:

The Total Lifetime Cost of Owning a Car
How Buying New Can Cost the Same as Buying Used
Why Leasing a Car Isn't Always the Wrong Decision

I also let you in on a little secret about my personal approach to car ownership. 😲

If you want to better understand the true cost of owning a car (and hear my public confession!), today's episode is for you.

👉 Click here to access show notes for this episode

What Are I-Bonds + Are They a Good Investment Jul 27, 2021

Show notes

Today I'm talking about I-Bonds, a type of savings bond that some call "the best kept secret in America."

Specifically, I'm sharing:

What they are
Why successful retirement savers might NOT be racing out to buy them
Who they might be a good fit for

If you're interested in learning about a safe investment designed to combat inflation, today's episode is for you.

Tax Planning, Legacy Planning, and Listener Q&A! Jul 20, 2021

Show notes

Today I'm responding to some constructive criticism I received from a listener.

I'm also sharing my conversation with Steve Chen, host of The NewRetirement Podcast.

Along with sharing a personal update on having three kids under age 5, we dig into:

Tax planning opportunities + misconceptions
What to do when you've saved more for retirement than you can spend
Why people put off estate planning and how to take action

Be sure to stick around to the end where we answer a few listener questions and chat about the current state of the markets.

👉 Click here to access show notes for this episode

LTC Part 2: Everything You Ought to Know About Maximizing Long Term Care Insurance Coverage Jul 13, 2021

Show notes

Want to learn how to lower your tax bill + improve retirement success?

Click Here to Get Your FREE Retirement & Tax Assessment

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Today I'm tackling part two of our series on Long Term Care (LTC).

Specifically, I'm breaking down three big things:

The types of LTC insurance available (and the pros and cons of each!)
Major pitfalls to avoid
Vetted resources to help you take action

If you want to understand how to maximize your dollars (and coverage!) when buying long-term care insurance, today's episode is for you.

👉 Click here to access show notes for this episode

LTC Part 1: A Step-by-Step Process to Determine if You Can Self-Fund for Long Term Care Jul 06, 2021

Show notes

Today I'm kicking off a two-part series on Long Term Care (LTC).

In part one, I'm sharing:

LTC statistics that don't often make headlines
Why everyone (yes everyone!) needs a plan for LTC
My 5-step process for determining if you can self-fund

If Long Term Care is one of those financial planning items you STILL haven't tackled yet, this series is for you!

👉 Click here to access show notes for this episode

6 Ways to Access Retirement Funds Early Jun 29, 2021

Show notes

Today, guest host Jeremy Schneider talks about retirement accounts.

Specifically, he shares why having all of your money locked up in them is a problem + how to access your funds early.

He also answers a listener question about where to prioritize investing in a 403(b).

If you invest in any type of retirement account (e.g., IRA, 401k, etc.), you don't want to miss his VERY last episode.

👉 Click here to access show notes for this episode (Including a unique Stay Wealthy discount code for Jeremy's investing course!)

Why I Don't Invest in Gold or Oil Jun 22, 2021

Show notes

Today, guest host Jeremy Schneider explains why he removed oil and gold from his portfolio.

In fact, he broke one of his cardinal rules of investing to do it!

He also answers a listener's question about investing money that's being saved for a home down payment.

If you're a retirement investor who is curious if gold or oil (a.k.a. commodities) belong in your portfolio, you're going to love this episode!

👉 Click here to access show notes for this episode

5 Reasons Index Funds May Be Bad for America Jun 15, 2021

Show notes

Today, guest host Jeremy Schneider breaks down the 5 most common arguments AGAINST index funds.

Specifically, he shares how individual investors are impacted + his response as an index fund advocate.

He also answers a listener question about paying off debt vs. investing.

If you're a retirement saver who loves low-cost index funds as much as we do, today's episode is for you!

👉 Click here to access show notes for this episode

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