Stay Wealthy Retirement Podcast

Latest Episodes:

Retirement Investing #3: The 4 Primary Drivers of Stock Market Returns Sep 22, 2020

Show notes

Today I'm tackling part three of our stock market investing series. And, this is where we get to the fun stuff!

In this episode, I'm sharing what historical data you might use when trying to determine which stocks to invest in.

In fact, this data is what many of the top money managers in the world use to intelligently allocate their clients' assets.

So if you want to learn how to research the stock market (in plain English!) and build a world-class retirement portfolio, this episode is for you.

Retirement Investing #2: How to Invest in Stocks + Pros and Cons Sep 15, 2020

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Today I'm continuing our 4-part series on investing in the stock market by talking about the two most effective ways to invest in stocks.

I'm also sharing the pros and cons of each method so you can decide what's best for you.

In this episode, you'll learn three BIG things:

Why individual stocks have higher expected rates of return than funds
What hidden costs you need to look out for when investing
How to decide between individual stocks vs. mutual funds vs. ETFs

If you want to make sure you fully understand the different vehicles you can choose when investing in the stock market for retirement, you'll enjoy this episode.

Retirement Investing #1: The Psychology of Money with Morgan Housel Sep 08, 2020

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Today I'm kicking off a 4-part series on investing in the stock market. And, I don't think I could have found a better guest to get us started.

My favorite personal finance writer, Morgan Housel, joins us to talk about three BIG things:

Why the 60/40 portfolio isn't dead
The history of the 4% rule and how it applies to retirement savers today
How the psychology of money applies to everyone, from boring index fund investors to stock pickers and day traders

This is my favorite interview of 2020. Period.

If you want to learn about investing from one of the smartest thinkers out there, today's episode is for you.

How Much Should You Allocate to Stocks As You Approach Retirement Aug 18, 2020

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Today on the show I'm answering a fantastic question from Stay Wealthy listener, Chris M.

Chris asked about how he should think about his allocation to stocks versus bonds as he gets closer to retirement.

"Do I have to increase my allocation to bonds? Is it dangerous to continue to hold stocks?"

If retirement is in the next 5-10 years and you want to better understand how to invest during the most vulnerable period of your financial life, this episode is for you.

The Seven Deadly Sins of Investing Aug 04, 2020

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Today is Jeremy Schneider's last episode as guest host before Taylor returns.

He reveals the seven deadly sins of investing, including the most deadly...number seven!

Jeremy dives deep into which factors can predict future investment performance and compares two similar investors...one who ends up with $1.2M and the other with less than $7,000!

The FI/RE Movement Jul 28, 2020

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Today, Jeremy Schneider of Personal Finance Club continues to fill in and will discuss the FI/RE movement sweeping through the personal finance community.

He talks about shifting thoughts around retirement strategies and ages, what the "safe withdrawal rate" is, and how to calculate your "retirement number".

Jeremy also answers a question from a listener on how to retire in 10 years!

The Four Lies Told by Stock Charts Jul 21, 2020

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Today, Jeremy Schneider shares the four biggest lies told by stock market charts.

He breaks down "lost decades" and why your investment returns likely don't match what you see in stock market charts.

Jeremy also answers two questions from listeners on shifting investing strategies after becoming wealthy and Roth IRAs vs brokerage accounts.

If your retirement dollars are invested in the stock market, today's episode is for you.

Why I Don't Buy Dividend Stocks Jul 14, 2020

Show notes

In today's episode, Jeremy Schneider explains what dividend stocks are and why he believes that chasing dividends will actually make you less wealthy in the long run.‎ ‎ He recounts an example told by Warren Buffett explaining why Berkshire Hathaway has never paid a dividend.‎ ‎ Jeremy also answers a user question about a better way to invest than the S&P 500 when saving for retirement.

The True Cost of a Car Payment Jul 07, 2020

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In today's episode, Jeremy Schneider of Personal Finance Club talks about the true cost of buying a car.

He breaks down the long term financial impact of a car payment and tells the story of how his '99 Ford Explorer has made him over $91,000.

He also answers two listener questions live on the podcast!

If you have ever wondered how you should approach buying a car and what traps and pitfalls to watch out for, you're going to love this episode.

The Power of Proximity with Tyrone Ross Jun 30, 2020

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Today I'm joined by the one and only Tyrone Ross.

Tyrone is a financial consultant, early-stage start-up advisor, entrepreneur, and athlete.

In this conversation, we discuss:

Financial literacy problems and solutions
What we can do as individuals to effectively and constructively help people in need
The power of proximity (one of my favorites)

We also touch on many of the issues our world is currently faced with today.