Stay Wealthy Retirement Podcast

Latest Episodes:

Dr. Moira Somers: How to Have Productive Conversations About Money Jun 16, 2020

Show notes

Dr. Moira Somers is a psychologist and professor and has uncommon expertise in neuroscience, financial psychology, and mental health.

In this interview we dive into three important topics:

Direct and indirect financial stress
How to have productive money conversations
Why it's a bad idea to avoid talking to adult children about your end of life plans and how to have that conversation

If these uncertain times have you more worried than usual and you would like to learn how to better talk to your family about money, today's episode is for you.

What You Need to Know About Medicare with Ashby Daniels Jun 02, 2020

Show notes

Today I'm joined by Ashby Daniels, CFP®.

Ashby is a financial planner and the author of Medicare Simplified: What Retirees Need to Know About Medicare in 100 Pages or Less.

In this episode, we are simplifying Medicare and helping you avoid costly mistakes.

Unfortunately, most people don't learn about some of these mistakes until they get sick and need their benefits.

If you want to learn how to maximize your Medicare benefits and keep more money in your pocket, you're going to love today's show.

Taylor Schulte: Why You Might DIY, Tax Planning, and More! May 19, 2020

Show notes

Today I'm on the other end of the microphone!

I was recently on the Get Wealth Fit podcast. Dustin (the host) led a great conversation and I wanted to share the replay with you.

We talk about:

Why you might not need a financial advisor
Conflicts of interest in the financial industry
How you're making a tax planning decision daily
My biggest financial mistake
And more!

If you're tired of me asking all the questions and want to hear me in the hot seat for once, you're going to love this episode.

Why Do We Invest in the Stock Market May 05, 2020

Show notes

Today I'm sharing the highlights from last week's webinar with Dimensional Funds.

Specifically, I'm covering three things:

Why do we invest in the stock market when we know how bad it feels to watch our money go up and down
How has the market responded during previous crises
What should you be doing with your investments right now

If you're interested in using nerdy historical data to help make some sense out of the current market environment, today's episode is for you.

[BONUS] How Retirement Investors Can Manage Market Volatility Apr 23, 2020

Show notes

This is a quick reminder about the FREE investing webinar I'm hosting with our friends at Dimensional Funds on April 30th.

To register, just go to www.staywealthywebinar.com

Again, there are no strings attached here.

This is purely for educational purposes only and my chance for me to help get good information in people's hands.

We will be talking in-depth about:

The current stock market landscape
How retirement investors can manage stock market volatility
Actionable tips for weathering this storm.

I've already had a preview of the presentation and you don't want to miss this.

To register, just go to www.staywealthywebinar.com

I'll see you there!

5 Things Retirement Savers Need to Know About the CARES Act Apr 21, 2020

Show notes

I've partnered with Dimensional Funds (a $450 billion asset manager) to host a FREE webinar on April 30th.

We will be addressing the recent market volatility + what you can do as a retirement investor to weather this storm.

There are no strings attached. This is a FREE webinar for educational purposes only.

To register, visit www.staywealthywebinar.com.

Today on the podcast, I'm sharing 5 things retirement savers need to know about the CARES Act...

...the largest economic stimulus bill in history!

If you haven't had time to read all 880 pages, you're going to enjoy the highlights in today's episode.

Pragmatic Thinking on COVID-19 With Cullen Roche Apr 07, 2020

Show notes

Today I'm joined by Cullen Roche who is best known for his work on monetary economics and portfolio construction.

I asked Cullen to join us and share his unique take on what's happening in the financial markets today.

Specifically:

Where we might be headed
What retirement investors can do in response
The impacts of a $2 trillion stimulus package

I hit record and told him not to hold back today. You may need to listen to this one twice!

Navigating the Global Financial Markets With Jan van Eck Apr 02, 2020

Show notes

Jan van Eck is the CEO of VanEck, a $50 billion asset manager (as of 2019).

Last month, Jan's team became concerned about the global markets.

COVID-19 was (and still is) causing economic uncertainty...and the markets hate uncertainty.

In today's episode, Jan breaks down:

The current state of the global financial markets
His base case for clarity around COVID-19
What's needed for this market to recover
Investing in China and Emerging Markets
How to think about investing in gold

If you're interested in a simple explanation of the technical details around current market events, today's episode is for you.

How to Manage Stress & Anxiety During Volatile Markets With Dave Goetsch Mar 31, 2020

Show notes

Today I'm joined by Dave Goetsch, the executive producer and writer for "The Big Bang Theory."

Dave has battled with anxiety around money and investments for most of his life.

In fact, he sat in cash through 2008/2009 convinced the world was going to end!

Eventually, he latched on to an investing philosophy that shifted his mindset and alleviated his stress and worry.

Dave has also found a unique way of applying investing lessons he has adopted over the years to current events we are up against today.

If you're nervous about the financial markets and the global economy, you are going to love this episode.

COVID-19 + What You Should Be Doing Right Now With Your Financial Plan Mar 24, 2020

Show notes

I hope you, your family, and friends are staying safe during these difficult times.

In today's bonus episode, I'm discussing COVID-19 and sharing some thoughts on the current state of the financial markets.

I'm also sharing three actions to consider taking right now with your investments and retirement plan.

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