Stay Wealthy Retirement Podcast

著者: Taylor Schulte CFP®
  • サマリー

  • 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.
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  • Retirement, Taxes, and Investment Underperformance
    2024/08/29

    Today, I'm sharing key takeaways from three of the BEST retirement articles I read this month.

    1️⃣ The first article is about the future of taxes in this country and specifically makes a strong case for why they will be higher.

    2️⃣ The second reveals why investors missed out on 15% of investment returns over the last decade. 😳

    3️⃣ Lastly, the third article is a real-life account of what it actually feels like to transition from the working world into retirement.

    Didn’t get a chance to read everything that was published last month?

    Don’t worry—I’ve got you covered!

    ***

    FREE RETIREMENT PLANNING RESOURCES:

    Subscribe to the Stay Wealthy Retirement Newsletter!

    As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

    You'll also receive my weekly retirement newsletter!

    👉 Click here to subscribe and grab your cheatsheets.

    ***

    EPISODE RESOURCES:

    📊 Get Your FREE Retirement & Tax Analysis!

    ✏️ Grab the Episode Show Notes

    📘 Check Out the Retirement Podcast Network

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    28 分
  • 5 Surprising Investing Facts That You've (Probably) Never Heard
    2024/08/15

    Today, I’m sharing FIVE surprising statistics about the economy, markets, and retirement.

    For example, one stat highlights a "stock market indicator" that has a 100% success rate 😳

    Another emphasizes a growing insurance risk that everyone needs to protect against.

    Along with being entertaining, these stats bring important investing and planning topics to the surface.

    They also serve as important reminders.

    If you’re ready to have some fun learning about the history of the markets and little-known investing facts, this episode is for you.

    ***

    FREE RETIREMENT PLANNING RESOURCES:

    Subscribe to the Stay Wealthy Retirement Newsletter!

    As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

    You'll also receive my weekly retirement newsletter :)

    👉 Click here to subscribe and grab your cheatsheets.

    ***

    EPISODE RESOURCES:

    📊 Get Your FREE Retirement & Tax Analysis!

    ✏️ Grab the Episode Show Notes

    📘 Check Out the Retirement Podcast Network

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    22 分
  • Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)
    2024/07/31

    Are you ready to get answers to some BIG retirement questions?

    Questions such as:

    ➤ What role does the equity in my home play in my retirement plan?

    ➤ Why should I do Roth conversions to help mitigate taxes on my kids' inheritance?

    ➤ Are closed-end funds a good investment?

    ➤ How do I properly evaluate pension vs. lump-sum decisions?

    Today on the show, I’m answering these questions (and more!) with my good friend, Roger Whitney.

    I'm also providing an update on the Retirement Podcast Network after taking a hint from 1,000+ retirement savers.

    ***

    FREE RETIREMENT PLANNING RESOURCES:

    Subscribe to the Stay Wealthy Retirement Newsletter!

    As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

    You'll also receive my weekly retirement newsletter :)

    👉 Click here to subscribe and grab your cheatsheets.

    ***

    EPISODE RESOURCES:

    📊 Get Your FREE Retirement & Tax Analysis!

    ✏️ Grab the Episode Show Notes

    📘 Check Out the Retirement Podcast Network

    続きを読む 一部表示
    48 分

あらすじ・解説

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.

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