Stay Wealthy Retirement Podcast
By Taylor Schulte, CFP®
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Category: Investing
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Episodes: 197
Description
An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional
Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income?
Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on this retirement podcast, I'll answer BIG financial questions and help you "stay wealthy" in retirement.
| Episode | Date |
|---|---|
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The Best Retirement Account, Making Investment Changes, and More!
|
Apr 03, 2024 |
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Inflation: Why Does Everything (Still) Feel So Expensive?
|
Mar 21, 2024 |
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Roth Conversions and the 5-Year Rule (Explained!)
|
Mar 07, 2024 |
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4 (Little-Known) Retirement Planning Misconceptions
|
Feb 21, 2024 |
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How to Invest During an Election Year
|
Feb 08, 2024 |
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Why We Need to Stop Talking About “Paying Off the National Debt”
|
Jan 25, 2024 |
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How to Evaluate (and Choose) a Financial Advisor
|
Jan 11, 2024 |
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2024 Market Outlook: Why We Should Prepare for a Crash
|
Jan 04, 2024 |
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4 Retirement and Tax Planning Updates for 2024
|
Dec 21, 2023 |
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Is Tax-Loss Harvesting Worth It?
|
Dec 14, 2023 |
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3 Big Medicare Pitfalls to Avoid (In 2024)
|
Nov 30, 2023 |
|
Part 2: What the %@#! Is Happening to Bonds
|
Nov 08, 2023 |
|
Part 1: What the %@#! Is Happening to Bonds
|
Oct 26, 2023 |
|
9 Fun (and Useful!) Facts About Investing & Retirement
|
Oct 19, 2023 |
|
Credit Freeze: Top 5 (Listener!) Questions Answered
|
Oct 04, 2023 |
|
What the Media Won't Tell You About Inflation
|
Sep 27, 2023 |
|
The Behavior Gap: How Retirement Investors Can Avoid It
|
Sep 14, 2023 |
|
3 Financial Scams to Watch Out For in 2023
|
Sep 06, 2023 |
|
Listener Q&A: Early Retirement Pitfalls, Best Index Funds to Invest In, and More!
|
Aug 30, 2023 |
|
Why You Shouldn't Care About Your Credit Score
|
Aug 23, 2023 |
|
Backdoor Roth IRA: What It Is, Pros + Cons, and How to Execute
|
Aug 16, 2023 |
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How to Prepare Loved Ones for When You Die
|
Aug 09, 2023 |
|
A New (and Simple!) Strategy to Boost Retirement Income
|
Aug 02, 2023 |
|
The Best Investment
|
Jul 26, 2023 |
|
3 (More) Reasons NOT to Do Roth Conversions
|
Jul 12, 2023 |
|
Why Cash Is Not a Great Investment (Even With a 5% Yield!)
|
Jun 21, 2023 |
|
International Stocks: 3 Reasons Why Retirement Investors Should Own Them
|
Jun 07, 2023 |
|
Phil-in the Gaps: Why Alternative Investments Belong in Your Retirement Portfolio
|
May 03, 2023 |
|
The Bond Market is Flashing a Recession Warning
|
Apr 26, 2023 |
|
Why You Shouldn't Be Surprised By Your Investment Returns
|
Apr 05, 2023 |
|
The Banking Crisis: 3 Things Retirement Investors Need to Know
|
Mar 29, 2023 |
|
Two (Real Life) Retirement Planning Case Studies
|
Mar 22, 2023 |
|
The Biggest Risk
|
Mar 15, 2023 |
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Alternative Investments: Should You Invest in Them?
|
Mar 01, 2023 |
|
January Inflation: Why Prices Are Rising Again
|
Feb 15, 2023 |
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How to Invest for Retirement in an Uncertain Market
|
Feb 08, 2023 |
|
Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions
|
Feb 02, 2023 |
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Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor
|
Jan 25, 2023 |
|
Financial Advisors (Part 3): What Fees Do Financial Advisors Charge
|
Jan 18, 2023 |
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Financial Advisors (Part 2): The 5 Different Types of Advisors
|
Dec 15, 2022 |
|
Financial Advisors (Part 1): What Are They + What Do They Do
|
Dec 08, 2022 |
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Should Retirement Savers Own Bonds?
|
Nov 22, 2022 |
|
3 Important Facts About State Taxes in Retirement
|
Nov 08, 2022 |
|
3 Retirement and Tax Planning Updates for 2023
|
Oct 19, 2022 |
|
How to Invest During a Lost Decade
|
Oct 11, 2022 |
|
Why Are Markets Falling (and How Did We Get Here)
|
Oct 04, 2022 |
|
What Does an Inverted Yield Curve Mean for Retirement Investors
|
Sep 20, 2022 |
|
Tax-Loss Harvesting (Part 3): Answering Three Important Questions
|
Sep 13, 2022 |
|
Tax-Loss Harvesting (Part 2): Who Benefits the Most?
|
Aug 30, 2022 |
|
Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know
|
Aug 24, 2022 |
|
Zero Inflation, Buffer ETFs, and Social Security Increases
|
Aug 16, 2022 |
|
The Risk of Deflation
|
Aug 09, 2022 |
|
The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy
|
Jul 26, 2022 |
|
How to Invest for Kids (and Grandkids!)
|
Jul 19, 2022 |
|
Series I Bonds: Should Retirement Savers Invest in Them for Inflation Protection?
|
Jul 12, 2022 |
|
Huge Tax Bills at Vanguard: What Retirement Savers Need to Know
|
Jul 05, 2022 |
|
10 Reasons You Should Avoid Indexed Universal Life Insurance (IUL)
|
Jun 28, 2022 |
|
How to Reduce Medicare IRMAA in 2022
|
Jun 23, 2022 |
|
Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits
|
Jun 21, 2022 |
|
3 Key Takeaways on Inflation from the May CPI Report
|
Jun 15, 2022 |
|
Why Are TIPS (Inflation-Protected Bonds) Losing Money?
|
Jun 09, 2022 |
|
3 Big Retirement Mistakes (and How to Sidestep Them)
|
Jun 07, 2022 |
|
Bonds, Recessions, and Withdrawing Money in Retirement
|
May 25, 2022 |
|
Financial Scam Alert + 3 Ways to Protect Yourself (and Your Loved Ones!) in Retirement
|
May 04, 2022 |
|
Why You Shouldn’t “Buy the Dip”
|
Apr 19, 2022 |
|
Inflation Spiked: How Should Retirement Savers Respond
|
Apr 14, 2022 |
|
Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You
|
Apr 05, 2022 |
|
Roth Conversions Part 1: What, How, and Why
|
Mar 23, 2022 |
|
Why I Was Wrong About Inflation + The Probability of a Recession
|
Mar 15, 2022 |
|
5 Reasons NOT to Do a Roth Conversion in 2022
|
Mar 01, 2022 |
|
Inflation Part 2: How Inflation Will Affect Your Tax Bill
|
Feb 22, 2022 |
|
Inflation Part 1: Five Things Retirement Savers Need to Know
|
Feb 09, 2022 |
|
Why the Stock Market Is Falling (And How to Respond!)
|
Feb 01, 2022 |
|
Life Insurance Part 2: Academic Use Cases, Evaluating Old Policies, Helpful Resources, and More!
|
Jan 25, 2022 |
|
Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks
|
Jan 18, 2022 |
|
How to Prepare for Tech Bubble 2.0
|
Jan 11, 2022 |
|
Why You Should Pay Attention to Stock Market Forecasts
|
Jan 05, 2022 |
|
Stay Wealthy Giveaway + What You Need to Ask Your Insurance Company (ASAP!)
|
Dec 21, 2021 |
|
Should You Include Social Security in Your Retirement Plan?
|
Dec 07, 2021 |
|
Investing in Real Estate: Key Findings from a Comprehensive 22-Year Study
|
Nov 30, 2021 |
|
11 Surprising Facts About Tax Planning, Investing, and Retirement
|
Nov 23, 2021 |
|
I Made a Mistake + Equity Compensation Part 2
|
Nov 16, 2021 |
|
Equity Compensation Part 1: RSU's, ESPP's, and Little-Known Risks
|
Nov 02, 2021 |
|
Inflation: The SPOOKIEST Threat to Your Retirement...or is It?
|
Oct 26, 2021 |
|
Preferred Stocks: Everything Retirement Savers Need to Know
|
Oct 19, 2021 |
|
U.S. National Debt: How Will We Ever Pay Off $28 Trillion?
|
Oct 05, 2021 |
|
The Top 3 Benefits of Market Cap Weighted Index Funds
|
Sep 28, 2021 |
|
How to Earn a 7% Return in Today's Environment
|
Sep 21, 2021 |
|
Why Investors Underperform by 2% Per Year + How to Improve Your Returns
|
Sep 14, 2021 |
|
Can Required Minimum Distributions (RMDs) Cause You to Overwithdraw in Retirement?
|
Sep 07, 2021 |
|
Retirement Income Part 4: Using Dynamic Withdrawal Strategies to Maximize Income
|
Aug 31, 2021 |
|
Retirement Income Part 3: Immediate Annuities and Dividend Stocks + Their Pros & Cons
|
Aug 24, 2021 |
|
Retirement Income Part 2: The 4% Rule + Why the Creator Doesn't Follow It
|
Aug 17, 2021 |
|
Retirement Income Part 1: Why Most Retirees Will Never Draw Down Their Savings
|
Aug 10, 2021 |
|
Buying vs Leasing: The True Cost of Owning a Car
|
Aug 03, 2021 |
|
What Are I-Bonds + Are They a Good Investment
|
Jul 27, 2021 |
|
Tax Planning, Legacy Planning, and Listener Q&A!
|
Jul 20, 2021 |
|
LTC Part 2: Everything You Ought to Know About Maximizing Long Term Care Insurance Coverage
|
Jul 13, 2021 |
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LTC Part 1: A Step-by-Step Process to Determine if You Can Self-Fund for Long Term Care
|
Jul 06, 2021 |
|
6 Ways to Access Retirement Funds Early
|
Jun 29, 2021 |
|
Why I Don't Invest in Gold or Oil
|
Jun 22, 2021 |
|
5 Reasons Index Funds May Be Bad for America
|
Jun 15, 2021 |
|
How to Use the COVID Crash to Make Better Investing Decisions
|
Jun 08, 2021 |
|
When Timing the Stock Market Can Actually Work
|
Jun 01, 2021 |
|
Two Simple Tax Planning Tips + A Fun (Personal) Update
|
May 25, 2021 |
|
The Right Way for Retirement Savers to Approach ESG Investing With Liz Simmie
|
May 18, 2021 |
|
The Bitcoin Counterargument
|
May 11, 2021 |
|
The Bullish Case for Bitcoin With Isaiah Douglass
|
May 04, 2021 |
|
How I Invest My Money + The Importance of Human Capital With Lazetta Braxton
|
Apr 27, 2021 |
|
Big Investing Mistakes, Financial Media, and More With Caleb Silver
|
Apr 20, 2021 |
|
Robo-Advisors Part 2: Pros and Cons + Pitfalls to Watch Out For
|
Apr 13, 2021 |
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Should You Invest at Stock Market Highs?
|
Apr 06, 2021 |
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Robo-Advisors Part 1: What They Are + How to Determine if You Should Invest Your Money With One
|
Mar 30, 2021 |
|
What Are NFTs and Should Retirement Savers Invest In Them
|
Mar 23, 2021 |
|
Stock Market Update + 3 Portfolio Analysis Tech Tools
|
Mar 16, 2021 |
|
ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals
|
Mar 09, 2021 |
|
3 Favorite Tech Tools for Retirement Savers (That Have Nothing to do With Money!)
|
Mar 02, 2021 |
|
Are We In a Stock Market Bubble?
|
Feb 23, 2021 |
|
Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them
|
Feb 16, 2021 |
|
Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors
|
Feb 09, 2021 |
|
Gamestop & Reddit: Why Individual Investors Didn't Win
|
Feb 02, 2021 |
|
How to Maximize Your Return on Cash w/ Gary Zimmerman
|
Jan 26, 2021 |
|
Two Economic Stories You're Not Hearing About
|
Jan 19, 2021 |
|
Value Stocks, Bitcoin, and Investing at the Top of Market
|
Jan 12, 2021 |
|
3 Simple Year-End Tax Planning Strategies
|
Dec 15, 2020 |
|
Tax Gain Harvesting: What is It and When to Use It
|
Dec 01, 2020 |
|
How to Offset a Year-End Roth Conversion Tax Bill
|
Nov 17, 2020 |
|
Investing in Bonds #4: How to Take Action and Implement
|
Oct 27, 2020 |
|
Investing in Bonds #3: Rollin’ Down the...Yield Curve
|
Oct 20, 2020 |
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Investing in Bonds #2: The 2 Primary Drivers of Bond Market Returns
|
Oct 13, 2020 |
|
Investing in Bonds #1: How to Invest in Bonds + Pros & Cons
|
Oct 06, 2020 |
|
Retirement Investing #4: Taking Action & Investing in Stocks
|
Sep 29, 2020 |
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Retirement Investing #3: The 4 Primary Drivers of Stock Market Returns
|
Sep 22, 2020 |
|
Retirement Investing #2: How to Invest in Stocks + Pros and Cons
|
Sep 15, 2020 |
|
Retirement Investing #1: The Psychology of Money with Morgan Housel
|
Sep 08, 2020 |
|
How Much Should You Allocate to Stocks As You Approach Retirement
|
Aug 18, 2020 |
|
The Seven Deadly Sins of Investing
|
Aug 04, 2020 |
|
The FI/RE Movement
|
Jul 28, 2020 |
|
The Four Lies Told by Stock Charts
|
Jul 21, 2020 |
|
Why I Don't Buy Dividend Stocks
|
Jul 14, 2020 |
|
The True Cost of a Car Payment
|
Jul 07, 2020 |
|
The Power of Proximity with Tyrone Ross
|
Jun 30, 2020 |
|
Dr. Moira Somers: How to Have Productive Conversations About Money
|
Jun 16, 2020 |
|
What You Need to Know About Medicare with Ashby Daniels
|
Jun 02, 2020 |
|
Taylor Schulte: Why You Might DIY, Tax Planning, and More!
|
May 19, 2020 |
|
Why Do We Invest in the Stock Market
|
May 05, 2020 |
|
[BONUS] How Retirement Investors Can Manage Market Volatility
|
Apr 23, 2020 |
|
5 Things Retirement Savers Need to Know About the CARES Act
|
Apr 21, 2020 |
|
Pragmatic Thinking on COVID-19 With Cullen Roche
|
Apr 07, 2020 |
|
Navigating the Global Financial Markets With Jan van Eck
|
Apr 02, 2020 |
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How to Manage Stress & Anxiety During Volatile Markets With Dave Goetsch
|
Mar 31, 2020 |
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COVID-19 + What You Should Be Doing Right Now With Your Financial Plan
|
Mar 24, 2020 |
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10 Things You Should Do If You're 10 Years From Retirement with Peter Lazaroff
|
Mar 17, 2020 |
|
Why Rent vs. Buy Is the Wrong Question with Jeremy Schneider
|
Mar 03, 2020 |
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What Every Retirement Saver Needs to Know About Variable Annuities
|
Feb 18, 2020 |
|
The Correct Order for Saving & Investing Your Money
|
Feb 04, 2020 |
|
Per Stirpes: How This Funny Word Can Save You From Sending Thousands (or Millions) of Retirement Dollars to the Wrong Beneficiary
|
Jan 21, 2020 |
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Financial Myth #4: A Traditional 401(k) is Better Than a Roth 401(k) When Saving for Retirement
|
Jan 07, 2020 |
|
Financial Myth #3: Election Years Influence Stock Market Returns
|
Dec 10, 2019 |
|
Financial Myth #2: It's Dangerous to Invest at Market Highs
|
Nov 26, 2019 |
|
Financial Myth #1: If Interest Rates Rise, Bonds Will Lose Money
|
Nov 12, 2019 |
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How to Invest in Emerging Markets and Why Most Are Doing it Wrong with Perth Tolle
|
Oct 29, 2019 |
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These 3 Social Security Changes in 2020 Don't Just Affect Retirees
|
Oct 15, 2019 |
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ETFs Rule, Mutual Funds Drool with Ryan Kirlin
|
Oct 01, 2019 |
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What is a Target Date Fund and Should you Invest in One for Retirement?
|
Sep 17, 2019 |
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How George Kinder Revolutionized the Financial Advice Business
|
Sep 03, 2019 |
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Yield Inversions, Recession Worries, RMD Timing, and More!
|
Aug 20, 2019 |
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Everything You Ought to Know About Donor-Advised Funds
|
Aug 06, 2019 |
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How to Declutter and Prepare to Downsize Your Home in Retirement with Jen Robin
|
Jul 23, 2019 |
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Five Wishes: America's Most Popular Living Will with Paul Malley
|
Jul 09, 2019 |
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How to Invest for a 30+ Year Retirement with Ashby Daniels, CFP®
|
Jun 25, 2019 |
|
Home & Auto Insurance: How to Maximize Your Policies and Save Money
|
Jun 11, 2019 |
|
Should You Get in on the Next Big IPO?
|
May 28, 2019 |
|
Why You May Need Disability Insurance — Even if You Are Approaching Retirement
|
May 14, 2019 |
|
Want to Retire? Avoid These Three Tragic Investing Mistakes
|
Apr 30, 2019 |
|
Saving for a Home? Don’t Make These Mistakes With Your Down Payment
|
Apr 16, 2019 |
|
When to Take Social Security + How to Fix a Common Mistake
|
Apr 02, 2019 |
|
How to Protect Your Digital Assets with Jamie Hopkins
|
Mar 19, 2019 |
|
How to Lower Taxes in Retirement
|
Mar 05, 2019 |
|
10 Biggest Mistakes to Avoid When Hiring a Financial Advisor
|
Feb 19, 2019 |
|
Avoid Massive Investment Mistakes by Using an Investment Policy Statement (IPS)
|
Feb 05, 2019 |
|
3 Super-Easy (and Important!) Year-End Planning Tips
|
Dec 18, 2018 |
|
Your Old 401(k): to Rollover, or Not to Rollover
|
Nov 20, 2018 |
|
Do Not Invest Your Money Until You Listen to This Interview with Dr. Daniel Crosby
|
Nov 06, 2018 |
|
529 Accounts: Three Things That Are More Important
|
Oct 23, 2018 |
|
Cybersecurity: Everything You Need to Know to Stay Safe Online
|
Oct 09, 2018 |
|
Stacking Benjamins Interview: Taylor's First Home Purchase Did Not Go As Planned [REPLAY]
|
Sep 25, 2018 |
|
Top 3 Tax Saving Tips That Fly Under the Radar
|
Sep 11, 2018 |
|
How to Buy Life Insurance the Smart Way
|
Aug 28, 2018 |
|
International Stocks: Do I Really Need to Own Them?
|
Aug 14, 2018 |
|
Your Questions Answered...Live!
|
Jul 17, 2018 |
|
Dividend Stocks: 5 Reasons to Stay Away
|
Jul 03, 2018 |
|
Traditional or Roth: Breaking Down Retirement Accounts
|
Jun 19, 2018 |
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Should You Sell Stocks Now?
|
Jun 05, 2018 |
|
Millennial Money Podcast: Taylor Schulte on The Top Five Investing Taboos
|
Apr 17, 2018 |
|
Retirement Starts Today Radio: Taylor Schulte on Navigating Turbulent Markets
|
Mar 06, 2018 |
|
Stacking Benjamins: How Taylor Schulte Nearly Lost $90k Buying His First Home
|
Dec 26, 2017 |