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:

How to Use the COVID Crash to Make Better Investing Decisions Jun 08, 2021

Show notes

Today, guest host Jeremy Schneider takes a deep dive into the COVID-19 stock market crash of 2020.

Specifically, he's talking about:

What the trading circuit breaker is and why it exists
How the length and severity of the COVID crash stacks up to other historical catastrophic events
What retirement investors should consider going forward when reviewing their investments

Jeremy also answers a listener's question about rent vs buy given sky-high real estate prices.

If you're a retirement investor interested in using history to make more informed decisions about the future, you're going to love this episode.

👉 Click here to access show notes for this episode

When Timing the Stock Market Can Actually Work Jun 01, 2021

Show notes

Today, guest host Jeremy Schneider covers three BIG topics:

When market timing works
How to invest a windfall of money
What to do if you're afraid to invest in the stock market

If you're a nervous retirement investor concerned about investing at market highs, this episode is for you!

👉 Click here to access show notes for this episode

Two Simple Tax Planning Tips + A Fun (Personal) Update May 25, 2021

Show notes

Learn how to:

Lower your tax bill
Optimize investments
Improve retirement success

Click Here to Get Your FREE Retirement Assessment

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Today I'm sharing two simple tax planning tips.

These tips will help you catch common errors we're finding on 2020 tax returns.

I'm also sharing some fun (personal) news with our listeners! 😲

If you've filed your 2020 tax return and want to avoid any big surprises this year, today's episode is for you.

The Right Way for Retirement Savers to Approach ESG Investing With Liz Simmie May 18, 2021

Show notes

Today we're diving into ESG investing.

ESG stands for Environmental, Social, and Corporate Governance.

And because the world of ESG is messy and complicated, I asked Liz Simmie, co-founder of Honeytree Investment Management, to help us break it down.

Liz is wildly knowledgeable about purpose driven investing and addresses three big questions in this episode:

What is ESG investing (in plain English!)
How retirement savers should approach fees when investing in ESG funds
What is the most important data point to screen for when choosing an ESG strategy

If you want to learn the right way to approach ESG investing and how to integrate it into your retirement portfolio, you're going to love this episode.

👉 Click here to access show notes for this episode

The Bitcoin Counterargument May 11, 2021

Show notes

Want to learn how to lower your tax bill, optimize investments, and improve retirement success?

Click to get your FREE Retirement Assessment

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Today I'm sharing my current thoughts on bitcoin.

A special guest also drops by to share his point of view, including why bitcoin should NOT be used as a store of value.

If you enjoyed last week's interview and you're craving to hear a different perspective, today's episode is for you.

👉 Click here to access show notes for this episode

The Bullish Case for Bitcoin With Isaiah Douglass May 04, 2021

Show notes

Today I'm joined by Isaiah Douglass, MBA, CFP®.

Isaiah is wildly knowledgeable (and passionate!) about Bitcoin.

He's also very optimistic about its future.

I have more questions than answers, so I brought him on the show to share his perspective + challenge my thinking.

I asked him questions such as:

Why should we trust that 10-years of Bitcoin data is sufficient?
Is Bitcoin a speculative investment?
What are the best-case and worst-case scenarios for Bitcoin? ...and more!

If you're wondering if Bitcoin will "pop" like the dot-com bubble or if it belongs in your investment portfolio, this episode is for you.

👉 Click here to access show notes for this episode

How I Invest My Money + The Importance of Human Capital With Lazetta Braxton Apr 27, 2021

Show notes

Today I'm joined by special guest, Lazetta Braxton, MBA, CFP®.

It's almost impossible to miss Lazetta these days!

She's been seen on NBC Nightly News, CNBC's Closing Bell, and she's a regular contributor to the Wall Street Journal Financial Experts blog.

Lazetta also co-wrote a new book titled "How I Invest My Money" which was illustrated by friend of the show, Carl Richards.

In this conversation, we talk about:

How I Invest My Money + Investing in Human Capital
Lazetta's "Go to Hell" fund
What she's doing to provide broader access to financial advice

If you want to learn how investing in human capital can be part of your retirement plan, you're going to love this episode.

👉 Click to access the links and resources for this episode

Big Investing Mistakes, Financial Media, and More With Caleb Silver Apr 20, 2021

Show notes

A quick reminder that we're currently offering a FREE retirement & tax return analysis.

Learn how to lower your tax bill, optimize investments, and improve retirement success. Click to learn more.

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Today I have a special episode for you.

I'm sharing a sneak peek into an incredible new project launched by Tyrone Ross. (You don't want to miss this.)

I'm also joined by Caleb Silver, Editor in Chief for Investopedia.com.

We talk about three big things:

How he thinks about the media's role in financial content and education
The biggest investing mistakes readers made in the last 12 months
What you need to know about fractional shares, limit orders, and SPACs (in plain English!)

If you want to learn how to be a better investor from the person leading the charge at one of the largest financial information websites, you'll love this episode.

Robo-Advisors Part 2: Pros and Cons + Pitfalls to Watch Out For Apr 13, 2021

Show notes

Today I'm wrapping up our two-part series on robo-advisors.

Specifically, I'm sharing THREE things:

The pros and cons of using a robo-advisor
Major pitfalls to watch out for
How to choose the right one

If you currently use a robo-advisor – or you're considering one in the near future – this episode will help you better understand if it's a good fit + how to avoid costly mistakes.

Should You Invest at Stock Market Highs? Apr 06, 2021

Show notes

The stock market has been screaming upwards for over 10 years.

In fact, the S&P 500 just crossed 4,000!

Many retirement savers are starting to get worried, thinking we must be due for a crash.

Is it dangerous to invest at market highs?

Should you wait for a correction before investing more money in stocks?

What if you're retired? Should you be investing in stocks at all?

If you've been asking yourself these same questions lately and feeling a bit nervous about the stock market, today's episode is for you.