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    Business

    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 Plannerâ„¢ 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.

    Advertise
    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    Robo-Advisors Part 1: What They Are + How to Determine if You Should Invest Your Money With One Mar 30, 2021
    Show notes

    Today I'm kicking off a two-part series on robo-advisors by sharing:

    • What a robo-advisor is (in plain English!)
    • Why I argue they've been around since the 1920's
    • Who they are and aren't a good fit for

    If you're a retirement saver who wants to learn more about these low-cost investing solutions + if they live up to the hype, this episode is for you.


    What Are NFTs and Should Retirement Savers Invest In Them Mar 23, 2021
    Show notes

    Today I'm talking about Non-Fungible Tokens (NFTs).

    Specifically, I'm sharing:

    • What an NFT is (in plain English!)
    • Why they are so valuable
    • If this is an asset class retirement savers should take seriously

    If you want to know why pixelated drawings and 3-second video clips are trading hands for millions of dollars + what to make of this investing craze, today's episode is for you.


    Stock Market Update + 3 Portfolio Analysis Tech Tools Mar 16, 2021
    Show notes

    Today I'm sharing 3 of my favorite portfolio analytics tools for retirement investors.

    I'm also using these tools to provide an update on some of the crazy things happening in the stock market right now.

    So if you're ready to learn how you can use tech to better understand what you're investing in, today's episode is for you.

    To learn more about our FREE retirement & tax return analysis, visit www.freeretirementassessment.com.


    ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals Mar 09, 2021
    Show notes

    Today I'm tackling three listener questions with my good friend, Roger Whitney:

    1. Why you don't have to invest in ESG stocks to make an impact
    2. How to replenish your emergency fund (+ how much cash is too much)?
    3. How to process retirement account withdrawals if you're trying to stay in the 12% tax bracket

    If you want to hear our answers to these great (and common!) retirement + investing questions, this episode is for you.


    3 Favorite Tech Tools for Retirement Savers (That Have Nothing to do With Money!) Mar 02, 2021
    Show notes

    Today I'm sharing my 3 favorite tech tools for retirement savers...that have nothing to do with money!

    Why?

    Because if technology can improve your life, save time, and help you become more efficient, you'll have more time to spend on improving your financial plan :)

    Be sure to stay until the end because I'm sharing a few bonus tech tools as well!

    Even if you don't consider yourself tech-savvy, I promise you'll learn something new and easy to adopt that will make your life better...or at least more fun.


    Are We In a Stock Market Bubble? Feb 23, 2021
    Show notes

    Today I'm answering a great question from one of our listeners:

    "Are we in a stock market bubble?" ~Nancy K., Minnesota

    In this episode, I share:

    • What a bubble is
    • How to measure stock market valuations
    • My answer to answer to Nancy's question!

    So if you're a retirement investor concerned about current stock market levels, you're going to love today's episode.


    Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them Feb 16, 2021
    Show notes

    Today I'm wrapping up our mini-series on Portfolio Rebalancing.

    Specifically, I'm sharing the 5 biggest pitfalls to watch out for.

    Why?

    Because making just one of these mistakes could wipe away the benefits of rebalancing entirely.

    So before you process your next rebalance (or let a computer handle it!), tune in to learn what they are and how to avoid them.


    Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors Feb 09, 2021
    Show notes

    Today I'm kicking off a 2-part series on Portfolio Rebalancing.

    In part one, I'm sharing:

    1. What portfolio rebalancing is
    2. How and where it fits into your retirement plan
    3. The top 4 benefits of a systematic rebalancing process

    If you want to learn how a simple rebalancing plan can boost long-term investment returns, you're going to love this episode.


    Gamestop & Reddit: Why Individual Investors Didn't Win Feb 02, 2021
    Show notes

    Today I'm sharing two thoughts on Gamestop and Reddit.

    Specifically, I'm sharing why individual investors aren't winning this battle + who benefits the most from trading platforms like Robinhood (hint: not its users).

    So if you want to learn why Gamestop stock traders were not the biggest beneficiary of last week's events, today's episode is for you.


    How to Maximize Your Return on Cash w/ Gary Zimmerman Jan 26, 2021
    Show notes

    Today we're talking about cash! I'm joined by Gary Zimmerman, founder of MaxMyInterest (MAX), an online platform that helps you earn a higher return on your cash savings. The best part about MAX? You can keep your existing banking relationship! So if you want to learn more about MAX and how to boost the yield on your cash, you're going to love this episode.


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