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:

Two Economic Stories You're Not Hearing About Jan 19, 2021

Show notes

Today - with help from Morgan Housel - I'm highlighting two economic stories that are flying under the radar.

The first story is that Americans might be in the best financial shape they've ever been in.

And the second is that a large percentage of Americans don't agree with the first story.

Why?

Because they're in the worst financial shape they've ever been in.

Tune in to learn more.

Value Stocks, Bitcoin, and Investing at the Top of Market Jan 12, 2021

Show notes

Happy New Year! To kick off 2021, I'm digging into the three BIG topics I know are on every investor's mind right now:

Small Cap Value Stocks
Bitcoin
The Dow Jones Crossing 30,000

I'm sharing updates on each + what they mean for your retirement planning and investment portfolio in 2021 and beyond.

3 Simple Year-End Tax Planning Strategies Dec 15, 2020

Show notes

Today I'm sharing 3 simple tax planning strategies to consider before year-end.

We have two weeks left in 2020 and my goal is to help you take action before it's too late.

So if you want to lower your tax bill today and reduce your future taxes in retirement, today's episode is for you.

Tax Gain Harvesting: What is It and When to Use It Dec 01, 2020

Show notes

Today I'm talking about tax gain harvesting.

While tax-loss harvesting typically gets all the attention, realizing gains and deliberately paying taxes now can oftentimes be more valuable.

And once again, this strategy is not just for the ultra-wealthy...

In fact, those in the highest tax brackets probably shouldn't pursue this tax planning opportunity.

So if you want to learn how to harvest gains and reduce your future tax bill in retirement, today's episode is for you.

How to Offset a Year-End Roth Conversion Tax Bill Nov 17, 2020

Show notes

Today I'm talking about how to combine roth conversions with charitable giving.

In fact, this strategy can help wipe out this year's tax bill, reduce future tax bills, and also support some good causes along the way.

The best part?

There's no minimum amount of net worth required to take action.

So if you want to make a smart tax move while also supporting a good cause, today's episode is for you.

Investing in Bonds #4: How to Take Action and Implement Oct 27, 2020

Show notes

Today I'm wrapping up our four-part series on investing in bonds by talking about...implementation!

My goal today is to help you take action.

To take what you've learned these last four weeks and make some meaningful improvements to your retirement portfolio.

So if you're finally able to wrap your head around the basics of bond investing and ready to take action, today's episode is for you.

Investing in Bonds #3: Rollin' Down the...Yield Curve Oct 20, 2020

Show notes

Today I'm tackling part 3 of our four-part series on investing in bonds.

Specifically, I'm sharing why buying bonds and holding them to maturity might not be the best strategy.

In fact, if interest rates go up and we maintain a normal yield environment, it's possible that holding bonds to maturity will result in inferior returns.

So if you want to continue learning how bond returns are generated and where there might be opportunities in this asset class, today's episode is for you.

Investing in Bonds #2: The 2 Primary Drivers of Bond Market Returns Oct 13, 2020

Show notes

Today I'm sharing part 2 of our four-part series on investing in bonds.

Specifically, I'm going to dive into the two ways you can generate higher expected returns in the bond market.

I'm also going to share how one of the most popular bond index funds in the world is taking more risk than most people know.

As always, the information I'm sharing is based on decades of academic research...not a crystal ball :)

So if you've been blindly buying bonds and you're still not sure exactly what you own or why, today's episode is for you.

Investing in Bonds #1: How to Invest in Bonds + Pros & Cons Oct 06, 2020

Show notes

Today I'm kicking off our 4-part series on investing in bonds.

Contrary to what most people think, the bond market is actually more complex than the stock market.

But, don't worry, I'm here to translate everything into plain English.

In today's episode, you'll learn three big things about bonds:

A short history lesson on savings bonds
A breakdown of individual bonds vs bond funds
How I think most people should invest in this asset class

If you're a retirement saver who wants to better understand the world of bonds and how they work, you're going to love today's episode and this 4-part series.

Retirement Investing #4: Taking Action & Investing in Stocks Sep 29, 2020

Show notes

Today I'm wrapping up our stock market investing series by talking about implementation.

My goal?

To help retirement savers build a sound investment portfolio or nudge their financial advisor to make some important tweaks based on decades of academic research.

I'm sharing what to look for, pitfalls to avoid, and exactly how to go and take action.

A special guest also drops by to share some tips :)

If you've been throwing your money in a plain vanilla index fund and want to finally make evidence-based improvements, you're going to love today's episode.

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