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:

10 Things You Should Do If You're 10 Years From Retirement with Peter Lazaroff Mar 17, 2020

Show notes

Today, Peter Lazaroff is sharing the 10 things you should be doing right now if you're a decade from retirement.

Get this...

Only 10% of people are confident they have enough saved for retirement, according to CNBC.

Even more, 41% said they hadn't taken any steps to address their savings concerns.

If retirement is on the horizon and you need an action plan to boost your confidence, Peter is breaking it all down for you today in plain English.

Why Rent vs. Buy Is the Wrong Question with Jeremy Schneider Mar 03, 2020

Show notes

Today we're breaking down rent vs. buy with Jeremy Schnider, founder of Personal Finance Club.

You've probably heard people say: "if you rent, you're just throwing your money away every month!"

Or... "owning a home is a safe investment."

And yeah, there might be some truth to those statements.

But they don't tell the whole story.

In my experience, doing the math and running the numbers is more helpful.

Also, as Jeremy shares, rent vs. buy is probably the wrong question altogether.

Join us today as we take a look at some real-life numbers.

We also share:

What the right questions are when making a real estate decision
How to approach rent vs. buy in retirement
Jeremy's two-step plan to retire in 12 years!

If you want to learn how to make smart real estate decisions, you'll love today's episode.

(Plus: Jeremy, a multi-millionaire, shares some actionable retirement & investing tips you don't want to miss.)

What Every Retirement Saver Needs to Know About Variable Annuities Feb 18, 2020

Show notes

Today I'm going to share what retirement savers need to know about variable annuities.

Insurance products are great and all.

But this confusing product was charging my client $15,000 per year in hidden fees for benefits she didn't even need.

If you own a variable annuity, or you have considered purchasing one to save for retirement, today's episode is for you.

The Correct Order for Saving & Investing Your Money Feb 04, 2020

Show notes

Today I'm sharing the correct order for saving and investing your retirement dollars.

Most people think the first stop for your hard-earned money is your 401(k) or IRA, but that's not always the case.

Knowing exactly where to save your money 1st, 2nd, 3rd, etc., can make a big difference in your long-term savings and future tax bill.

So, if you have always wanted to know the order of operations for saving your money, this episode is for you.

Oh, and don't forget to sign up for our live webinar with attorney and retirement tax expert Jamie Hopkins. Learn more: www.staywealthywebinar.com

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DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.

Per Stirpes: How This Funny Word Can Save You From Sending Thousands (or Millions) of Retirement Dollars to the Wrong Beneficiary Jan 21, 2020

Show notes

Today I'm going to explain exactly what Per Stirpes is.

Per-what?!

Yes, it's a funny Latin legal term but it recently saved my client from sending a healthy six-figure sum to the wrong beneficiary.

And she didn't even need to hire an attorney to fix it!

If you want to make sure your money is inherited by the right people when you are gone, you'll enjoy today's episode.

For all the links and resources mentioned in today's episode, visit www.youstaywealthy.com/61

Financial Myth #4: A Traditional 401(k) is Better Than a Roth 401(k) When Saving for Retirement Jan 07, 2020

Show notes

When you contribute to retirement accounts, you typically have two options:

Contribute pre-tax dollars today, pay taxes in retirement when you withdraw (Traditional 401k/IRA)
Contribute after-tax dollars today, withdraw tax-free in retirement (Roth 401k/IRA)

Ask 100 people and 99 of them will likely choose option one.

A tax deduction certainly sounds better than no tax deduction.

I get it. I love tax deductions.

But I think the Roth 401(k) is actually the right decision for most retirement investors.

Tune in to today's episode to learn why!

For all the links and resources mentioned in this episode, visit www.youstaywealthy.com/60

Financial Myth #3: Election Years Influence Stock Market Returns Dec 10, 2019

Show notes

We all know 2020 is an election year.

And, it's not uncommon for investors to assume that because it's an election year, the stock must be in for a wild ride.

Even more, some suggest that if the party they favor wins the election, it will be good for the markets.

And if the other party wins, it will tank them.

I'm not going to pretend to have a crystal ball.

But, looking back at 90+ years of data can be incredibly helpful in making informed decisions about our money and retirement portfolio.

For the 14-page PDF I put together for our awesome listeners + all the resources mentioned in this episode, visit www.youstaywealthy.com/59

Financial Myth #2: It's Dangerous to Invest at Market Highs Nov 26, 2019

Show notes

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

Many are worried about putting their hard-earned money in stocks, thinking we must be due for a correction soon.

Is it dangerous to invest at market highs?

Is it better to wait for a correction before investing in stocks?

What if I'm retired or already in retirement? Should I even be investing in stocks at all?

I'm answering these questions and more in part two of our financial myth-busting series.

For all the links and resources mentioned in this episode, visit www.youstaywealthy.com/58

Financial Myth #1: If Interest Rates Rise, Bonds Will Lose Money Nov 12, 2019

Show notes

Interest rates are at record low levels.

The bond market in an almost 40-year year bull market.

It's very possible you have heard some version of the following statement:

"If (or when) interest rates rise, bonds will lose money."

If you're a listener of this retirement podcast, you might know that it's not entirely incorrect.

Bonds and interest rates do have an inverse relationship.

But it's complex.

Learn what really happens to a long-term bond portfolio if we enter a rising interest rate environment.

The answer may surprise you!

For all the links and resources mentioned in this episode, visit www.youstaywealthy.com/57

How to Invest in Emerging Markets and Why Most Are Doing it Wrong with Perth Tolle Oct 29, 2019

Show notes

Perth Tolle is the founder of Life and Liberty Indexes.

And she allocates over 50% of her hard-earned money to emerging markets.

But why?

Why invest in emerging markets at all?

Why invest overseas if the U.S. stock market has done so well? And what are emerging markets anyways?

We are answering all this and more in today's interview.

Show Notes & Links: www.youstaywealthy.com/56

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