Podcasts by Stay Wealthy Retirement Show
An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • 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, I'll answer BIG financial questions and help you "stay wealthy" in retirement.
Further podcasts by Taylor Schulte
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3 Big Medicare Pitfalls to Avoid (In 2024) from 2023-11-30T10:00
Navigating the Medicare world is confusing and challenging.
As a result, many retirees make Medicare decisions without clearly understanding the long-term implications.
Long-term ...
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Part 2: What the %@#! Is Happening to Bonds from 2023-11-08T10:00
In part two of my series on bonds, I'm tackling three BIG questions:
1.) With cash yielding 5%, does it make sense to use money market funds (or t-bill) as a bond alternative?
2.) ...
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Part 1: What the %@#! Is Happening to Bonds from 2023-10-26T09:00
Bonds are down 20%+ over the past three years.
Meanwhile, riskier asset classes (like U.S. stocks) are UP ~30% during the same period.
‣ What the %@#! is happening to bonds right ...
Listen
9 Fun (and Useful!) Facts About Investing&Retirement from 2023-10-19T09:00
Credit Freeze: Top 5 (Listener!) Questions Answered from 2023-10-04T09:30
Everyone should freeze their credit.
But most retirement savers I talk to have not tackled this simple (and free!) task.
After commenting briefly about credit freezes in an episode...
Listen
What the Media Won't Tell You About Inflation from 2023-09-27T09:00
Last June, inflation hit a 40-year high of 9.1%.
Since then, it’s been falling month over month, hitting 3.2% in July of this year.
The Fed’s aggressive rate hikes seemed to be doi...
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The Behavior Gap: How Retirement Investors Can Avoid It from 2023-09-14T09:00
Year after year, investors underperform the funds they invest in by almost 2%. 🤯
Not because of fees or taxes...but because of poorly-timed investing decisions.
In today's episode...
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3 Financial Scams to Watch Out For in 2023 from 2023-09-06T09:00
Consumers reported losing nearly $9 billion to fraud in 2022 — a 30% increase from the year prior.
And those are just the incidents that are reported.
In fact, som...
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Listener Q&A: Early Retirement Pitfalls, Best Index Funds to Invest In, and More! from 2023-08-30T09:00
In this episode, we're answering listener questions!
Specifically, guest host Jeremy Schneider is answering questions like:
- What are the best index funds to invest in
Why You Shouldn't Care About Your Credit Score from 2023-08-23T09:00
Almost every day, I (guest host Jeremy Schneider) hear someone mention their credit score.
After being in school our entire young lives, we must all crave for someone to ...
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Backdoor Roth IRA: What It Is, Pros + Cons, and How to Execute from 2023-08-16T09:00
Today we're talking about the Backdoor Roth IRA.
Specifically, guest host Jeremy Schneider is sharing:
- What the Backdoor Roth IRA strategy is
- Why you should (or shou... Listen
How to Prepare Loved Ones for When You Die from 2023-08-09T09:00
If YOU were to unexpectedly die tomorrow, would your loved ones know how to access your information?
Your bank accounts? Insurance policies? Debts? Access to your home and car? Your devi...
Listen
A New (and Simple!) Strategy to Boost Retirement Income from 2023-08-02T09:00
Today I'm discussing a new retirement withdrawal strategy.
The strategy is simple + allows retirees to (safely) spend more money than the 4% rule.
It also protects against one of ...
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The Best Investment from 2023-07-26T09:00
What separates a good investment from a bad one?
How do you evaluate different investment options?
Why are some very well-known metrics flawed and problematic?
I'm answering...
Listen
3 (More) Reasons NOT to Do Roth Conversions from 2023-07-12T09:00
Last year, I published an episode titled, 5 Reasons Not to Do a Roth Conversion.
The 5 reasons shared were:
1️⃣ - Shadow taxes
2️⃣ - No undo butt...
Listen
Why Cash Is Not a Great Investment (Even With a 5% Yield!) from 2023-06-21T09:00
"Cash is king."
But is it a great investment?
Historically, investors have built up dry powder to fund emergencies or survive market downturns.
But with cash now yielding c...
Listen
International Stocks: 3 Reasons Why Retirement Investors Should Own Them from 2023-06-07T15:33:11
For the last 53 years, U.S. stocks have significantly outperformed international stocks.
(It's not even close.)
As a result, many retirement investors are left wondering if they sh...
Listen
Phil-in the Gaps: Why Alternative Investments Belong in Your Retirement Portfolio from 2023-05-03T09:00
Today I'm joined by Phil Huber, Chief Investment Officer at Savant Wealth Management.
Phil joins me to take the other side of the alternative investment debate and shares three big insigh...
Listen
The Bond Market is Flashing a Recession Warning from 2023-04-26T09:00
Today I'm talking about the bond market.
Specifically, what it's currently telling us about where the economy might be headed.
In fact, we've never seen bond yields sound the reces...
Listen
Why You Shouldn't Be Surprised By Your Investment Returns from 2023-04-05T09:00
Today we're talking about expectations vs reality.
To help, I’m joined by Rubin Miller, founder and CIO of Peltoma Capital.
Rubin and I talk about three BIG things:
- W... Listen
The Banking Crisis: 3 Things Retirement Investors Need to Know from 2023-03-29T09:00
Today I'm talking about the current banking crisis.
Why?
Silicon Valley Bank and Signature Bank were the 2nd and 3rd largest bank failures Listen
Two (Real Life) Retirement Planning Case Studies from 2023-03-22T09:00
*** More Than Money is officially out! Click here to grab your copy now. ***
The Biggest Risk from 2023-03-15T09:00
Today I'm discussing risk.
Specifically, a type of risk known as "tail risk."
As Morgan Housel puts it, it's the hardest for people to understand...
...and it's the only one...
Listen
Alternative Investments: Should You Invest in Them? from 2023-03-01T10:00
Today I'm talking about alternative investments.
An "alternative" is an asset that doesn't fall into one of the three traditional investment categories (stocks, bonds, and cash).
F...
Listen
January Inflation: Why Prices Are Rising Again from 2023-02-15T10:00
Today I’m addressing the January inflation report.
In fact, contrary to expectations, inflation increased last month.
Specifically, the Consumer Price Index (CPI) jumped 0.5% after...
Listen
How to Invest for Retirement in an Uncertain Market from 2023-02-08T10:00
Today I’m talking about investing and planning for retirement during uncertain times.
In fact, I was recently invited to discuss this topic with Caleb Silver, Editor-in-Chief at Inves...
Listen
Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions from 2023-02-02T10:00
Today I’m wrapping up our series on Financial Advisors by answering five common questions.
Questions such as:
- How important are professional designat... Listen
Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor from 2023-01-25T10:00
Today I’m tackling part four of our series on financial advisors.
Specifically, I’m covering three BIG things:
- What is a fiduciary financial advisor (and should investors wor... Listen
Financial Advisors (Part 3): What Fees Do Financial Advisors Charge from 2023-01-18T10:00
Today I’m sharing the different ways financial advisors charge for their services.
In fact, there are FOUR main fee structures you might come across when interviewing adv...
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Financial Advisors (Part 2): The 5 Different Types of Advisors from 2022-12-15T10:00
Want to support my upcoming book and help improve financial literacy?
To encourage your support, I'm running a "buy one, give one" campai...
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Financial Advisors (Part 1): What Are They + What Do They Do from 2022-12-08T10:00
Today I'm kicking off a multi-part series on Financial Advisors.
(I'm also sharing a BIG announcement with everyone! 🥳)
Here in Part 1, I'm covering three things:
- Wh... Listen
Should Retirement Savers Own Bonds? from 2022-11-22T10:00
Bonds are on track for their worst year in history.
In response, retirement investors are concerned (rightfully so) and questioning their bond allocation.
To help address those con...
Listen
3 Important Facts About State Taxes in Retirement from 2022-11-08T10:00
Today I'm talking about state taxes (in retirement!).
Specifically, I'm sharing three important facts that often fly under the radar.
I'm also clearing up common misconceptions and...
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3 Retirement and Tax Planning Updates for 2023 from 2022-10-19T09:00
Today I’m sharing three retirement and tax planning updates for 2023.
Specifically, I’m sharing a summary of important changes to:
- Social Security payments
- Social Se... Listen
How to Invest During a Lost Decade from 2022-10-11T09:00
Recent headlines suggest stocks could be flat (or negative!) for the next 10 years.
The technical for this is "lost decade."
And these headlines have created more concern ...
Listen
Why Are Markets Falling (and How Did We Get Here) from 2022-10-04T09:00
Today I'm breaking down the current state of the markets and economy.
Specifically, I'm sharing:
- Why markets are falling (and how we got here)
- How t... Listen
What Does an Inverted Yield Curve Mean for Retirement Investors from 2022-09-20T09:00
The current yield on a one-year U.S.Treasury bond is 4%.
But the yield...
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Tax-Loss Harvesting (Part 3): Answering Three Important Questions from 2022-09-13T09:00
Have you joined the Stay Wealthy newsletter?
No spam. No fluff.
Just one retirement/tax planning article each week...written by you...
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Tax-Loss Harvesting (Part 2): Who Benefits the Most? from 2022-08-30T09:00
Today I’m continuing with our series on tax-loss harvesting.
Here in part 2, I’m sharing:
- Who should consider tax-loss harvesting
- Who should stay aw... Listen
Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know from 2022-08-24T09:00
Today I'm kicking off a multi-part series on tax-loss harvesting.
In part one, I'm breaking down:
- What tax-loss harvesting is (and how it works)
- Wh... Listen
Zero Inflation, Buffer ETFs, and Social Security Increases from 2022-08-16T09:00
Today I’m tackling a few retirement and investing questions from our listeners.
Specifically, I’m answering the following:
- How do you make sense of the two conflicting
The Risk of Deflation from 2022-08-09T09:00
Today I’m talking about the case for (and risk of!) deflation.
Specifically, I'm covering:
- What deflation is
- How deflation impacts our economy ... Listen
The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy from 2022-07-26T09:00
Today, Jeremy Schneider unveils his Ultimate Investing Checklist.
In fact, you can use this 7-step checklist to measure your current investing s...
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How to Invest for Kids (and Grandkids!) from 2022-07-19T09:00
Today we're talking about the best way to invest for kids + grandkids.
In fact, guest host Jeremy Schneider says this is one of the most...
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Series I Bonds: Should Retirement Savers Invest in Them for Inflation Protection? from 2022-07-12T09:00
Today we’re talking about I Bonds!
Specifically, guest host Jeremy Schneider is discussing:
- What exactly I Bonds are
- How I Bonds work
- Where they belong in a... Listen
Huge Tax Bills at Vanguard: What Retirement Savers Need to Know from 2022-07-05T09:00
Today Jeremy Schneider dives into Vanguard Target Retirement funds (and the tax problems they're causing).
Specifically, he's sharing:
- What happened at Van... Listen
10 Reasons You Should Avoid Indexed Universal Life Insurance (IUL) from 2022-06-28T09:00
Indexed Universal Life Insurance (IUL) is all the rage right now.
"10%+ growth potential. Listen
How to Reduce Medicare IRMAA in 2022 from 2022-06-23T09:00
Today I'm sharing a fun announcement with everyone.
I'm also providing retirement savers with important information on the 2022 Medicare ...
Listen
Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits from 2022-06-21T09:00
Today I’m talking about Grandparent 529 Plans.
In fact, a BIG change was recently that seemed to fly under the radar.
In addition to discussing this change, Robert...
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3 Key Takeaways on Inflation from the May CPI Report from 2022-06-15T09:00
Today I’m sharing key takeaways from the May inflation (CPI) report.
I’m also sharing:
- What "shadow inflation" is (and why yo... Listen
Why Are TIPS (Inflation-Protected Bonds) Losing Money? from 2022-06-09T09:00
Inflation has skyrocketed this year.
In fact, inflation jumped to a 40-year high of 8.5% in March 2022.
So why are Treasury Inflation-Protected Securities ...
Listen
3 Big Retirement Mistakes (and How to Sidestep Them) from 2022-06-07T09:00
Today I’m sharing three (3) big retirement planning mistakes and how to avoid them.
Actually, that’s not true...
I was inspired to add a ...
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Bonds, Recessions, and Withdrawing Money in Retirement from 2022-05-25T09:00
The markets are off to the worst start since 1939!
Given that, I’m answering three (3) BIG questions from listeners today:
- Why are stocks AND bonds down at t... Listen
Financial Scam Alert + 3 Ways to Protect Yourself (and Your Loved Ones!) in Retirement from 2022-05-04T09:00
Today I’m sharing details about a (new) popular financial scam.
To help you stay safe, I’m also sharing 3 ways to stay safe and protect yourself in retirement.
Why You Shouldn’t “Buy the Dip” from 2022-04-19T09:00
Today I’m talking about investing.
Specifically, I’m joined by data scientist and author, Nick Maggiulli, and we’re talking about:
- How to invest in high inflationary environm... Listen
Inflation Spiked: How Should Retirement Savers Respond from 2022-04-14T09:00
Inflation jumped 8.5% through March.
This is the highest reported level since 1981. 😬
It was also the biggest <...
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Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You from 2022-04-05T09:00
Today I'm tackling part two of our serie...
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Roth Conversions Part 1: What, How, and Why from 2022-03-23T09:00
Today I’m kicking off a 2-part series on Roth conversions.
Specifically, here in part one, I’m breaking down:
- <...
Listen
Why I Was Wrong About Inflation + The Probability of a Recession from 2022-03-15T09:00
Today I'm addressing inflation (again), war, and the risk of a recession.
Specifically, I'm sharing:
- An update on the recent inflation report
- Why my... Listen
5 Reasons NOT to Do a Roth Conversion in 2022 from 2022-03-01T10:00
Today I’m talking about Roth conversions.
But instead of talking about why they’re so great...
...I'm sharing 5 reasons why you might NOT do them.
To help, Steven ...
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Inflation Part 2: How Inflation Will Affect Your Tax Bill from 2022-02-22T10:00
Today I’m sharing what the recent spike in inflation will do to your tax bill.
Why?
Listen
Inflation Part 1: Five Things Retirement Savers Need to Know from 2022-02-09T10:00
Today I’m talking about inflation.
In 2021, consumer prices rose 7%...the largest increase in 39 years.
- Is this good news or bad news? ... Listen
Inflation Part 1: Five Things Retirement Savers Need to Know from 2022-02-09T10:00
Today I’m talking about inflation.
In 2021, consumer prices rose 7%...the largest increase in 39 years.
- Is this good news or bad news? ... Listen
Why the Stock Market Is Falling (And How to Respond!) from 2022-02-01T10:00
Today I’m discussing the current stock market volatility.
As of a couple days ago, U.S. stocks were off to their worst start sin...
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Life Insurance Part 2: Academic Use Cases, Evaluating Old Policies, Helpful Resources, and More! from 2022-01-25T10:00
Today I'm tackling part 2 of our life insurance in retirement series.
To help, friend and fellow financial planner,
Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks from 2022-01-18T10:00
Today I'm kicking off our two-part series on life insurance.
Specifically, I'll be tailoring these episodes to those who are in retiremen...
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How to Prepare for Tech Bubble 2.0 from 2022-01-11T10:00
A near-record number of tech stocks have fallen by 50% or more from their one-year highs.
Is this the beginning of tech bubble 2.0?
If so, how will other...
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Why You Should Pay Attention to Stock Market Forecasts from 2022-01-05T10:00
Today I'm talking about market forecasts and predictions.
Why?
Unlike the core principles that create a successful investment outcome, the financial + econ...
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Stay Wealthy Giveaway + What You Need to Ask Your Insurance Company (ASAP!) from 2021-12-21T10:00
Two weeks ago, my wife and I came home to a major water leak.
We’ve been bouncing around between Airbnb’s with three kids and a dog since then.
Fortunately, the
Should You Include Social Security in Your Retirement Plan? from 2021-12-07T10:00
The Social Security program currently pays more in benefits than it collects in revenue.
If no changes are made, Social Security will bec...
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Investing in Real Estate: Key Findings from a Comprehensive 22-Year Study from 2021-11-30T10:00
Today I’m sharing key findings from a 22-year study on investing in real estate.
In general, there are three primary ways you can invest in real estate:<...
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11 Surprising Facts About Tax Planning, Investing, and Retirement from 2021-11-23T10:00
Today I’m sharing 11 surprising facts about tax planning, investing, and retirement.
For example, if you:
- Retired in the year 2000 with $1 million,
- ... Listen
I Made a Mistake + Equity Compensation Part 2 from 2021-11-16T10:00
Today I'm clearing up some confusion from a prior episode.
I'm also tackling part 2 of our equity compensation series.
Specifically, I'm sharing:
- How ESPP Loo... Listen
Equity Compensation Part 1: RSU's, ESPP's, and Little-Known Risks from 2021-11-02T09:00
In 2018, GE stock traded at $7/share—an 85% drop from its all-time high.
Who was hit the hardest?
Company retirees...including f...
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Inflation: The SPOOKIEST Threat to Your Retirement...or is It? from 2021-10-26T09:00
Today I'm talking about inflation.
While inflation has historically averaged ~3%, the most recent CPI report showed an annual rate of 5.4%. 😲
But I’m going to sha...
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Preferred Stocks: Everything Retirement Savers Need to Know from 2021-10-19T09:00
Today I'm talking about preferred stocks.
Why?
One of our listeners, Gene, was recently concerned about the low yields Listen
U.S. National Debt: How Will We Ever Pay Off $28 Trillion? from 2021-10-05T09:00
Today I'm talking about the U.S. National Debt which currently sits at ~$28 trillion.
While that is a GIANT number, I'm sharing why current debt levels are Listen
The Top 3 Benefits of Market Cap Weighted Index Funds from 2021-09-28T09:00
Today I’m talking about the benefits of Market-Cap-Weighted index funds (e.g., Vanguard Total Stock Market).
Why?
Last week, I made a brief comment that there were...
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How to Earn a 7% Return in Today's Environment from 2021-09-21T09:00
The average interest rate for savings accounts is 0.06%.
National home prices just reported their highest one-year gain in history...
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Why Investors Underperform by 2% Per Year + How to Improve Your Returns from 2021-09-14T09:00
Today I'm sharing the hot off the press results of the annual "Mind the Gap" study.
Once again, over the last 10 years, investors earned ~Listen
Can Required Minimum Distributions (RMDs) Cause You to Overwithdraw in Retirement? from 2021-09-07T09:00
Today I’m talking about Required Minimum Distributions (RMDs).
Specifically, I'm sharing:
- How RMD withdrawal rates can creep up to 12%
- Why they can ... Listen
Retirement Income Part 4: Using Dynamic Withdrawal Strategies to Maximize Income from 2021-08-31T09:00
Today I’m wrapping up our retirement income series by talking about Dynamic Withdrawal Strategies.
Dynamic strategies are designed to:
- Listen
Retirement Income Part 3: Immediate Annuities and Dividend Stocks + Their Pros&Cons from 2021-08-24T09:00
Today I'm talking about immediate annuities and dividend stocks as potential retirement income solutions.
Specifically, I'm sharing the Listen
Retirement Income Part 2: The 4% Rule + Why the Creator Doesn't Follow It from 2021-08-17T19:59:17
Today I'm breaking down the 4% rule.
Specifically, I'm sharing:
- A brief history of the rule
- Why the creator doesn't... Listen
Retirement Income Part 1: Why Most Retirees Will Never Draw Down Their Savings from 2021-08-10T09:00
Today I'm kicking off a multi-part series on creating a reliable income stream in retirement.
To help set the stage for this series, Michael Kitces drops in to share why most retirees wil...
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Buying vs Leasing: The True Cost of Owning a Car from 2021-08-03T09:00
Today I'm talking about car ownership.
Specifically, I'm sharing:
- The Total Lifetime Cost of Owning a Car
- How Buying New Can Cost the Listen
What Are I-Bonds + Are They a Good Investment from 2021-07-27T09:00
Today I'm talking about I-Bonds, a type of savings bond that some call "the best kept secret in America."
Specifically, I'm sharing:
- What they are
- Why successful r... Listen
Tax Planning, Legacy Planning, and Listener Q&A! from 2021-07-20T09:00
Today I'm responding to some constructive criticism I received from a listener.
I'm also sharing my conversation with Steve Chen, host of The NewRetirement Podcast.
Along with shar...
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LTC Part 2: Everything You Ought to Know About Maximizing Long Term Care Insurance Coverage from 2021-07-13T09:00
Want to learn how to lower your tax bill + improve retirement success?
LTC Part 1: A Step-by-Step Process to Determine if You Can Self-Fund for Long Term Care from 2021-07-06T09:00
Today I'm kicking off a two-part series on Long Term Care (LTC).
In part one, I'm sharing:
- LTC statistics that don't often make headlines
- Why everyone (yes everyone!... Listen
6 Ways to Access Retirement Funds Early from 2021-06-29T09:00
Today, guest host Jeremy Schneider talks about retirement accounts.
Specifically, he shares why having all of your money locked up in them is a problem + how to access your funds early. Listen
Why I Don't Invest in Gold or Oil from 2021-06-22T09:00
Today, guest host Jeremy Schneider explains why he removed oil and gold from his portfolio.
In fact, he broke one of his cardinal rules of investing to do it!
He also answers a lis...
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5 Reasons Index Funds May Be Bad for America from 2021-06-15T09:00
Today, guest host Jeremy Schneider breaks down the 5 most common arguments AGAINST index funds.
Specifically, he shares how individual investors are impacted + his response as an index fu...
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How to Use the COVID Crash to Make Better Investing Decisions from 2021-06-08T09:00
Today, guest host Jeremy Schneider takes a deep dive into the COVID-19 stock market crash of 2020.
Specifically, he's talking about:
- What the trading circuit breaker is and w... Listen
When Timing the Stock Market Can Actually Work from 2021-06-01T09:00
Today, guest host Jeremy Schneider covers three BIG topics:
- When market timing works
- How to invest a windfall of money
- What to do if you're afraid to invest in the... Listen
Two Simple Tax Planning Tips + A Fun (Personal) Update from 2021-05-25T09:00
Learn how to:
- Lower your tax bill
- Optimize investments
- Improve retirement success
The Right Way for Retirement Savers to Approach ESG Investing With Liz Simmie from 2021-05-18T09:00
Today we’re diving into ESG investing.
ESG stands for Environmental, Social, and Corporate Governance.
And because the world of ESG is messy and complicated, I as...
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The Bitcoin Counterargument from 2021-05-11T09:00
Want to learn how to lower your tax bill, optimize investments, and improve retirement success?
The Bullish Case for Bitcoin With Isaiah Douglass from 2021-05-04T09:00
Today I’m joined by Isaiah Douglass, MBA, CFP®.
Isaiah is wildly knowledgeable (and passionate!) about Bitcoin.
He’s also very optimistic about its future.
I have more quest...
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How I Invest My Money + The Importance of Human Capital With Lazetta Braxton from 2021-04-27T09:00
Today I’m joined by special guest, Lazetta Braxton, MBA, CFP®.
It’s almost impossible to miss Lazetta these days! <...
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Big Investing Mistakes, Financial Media, and More With Caleb Silver from 2021-04-20T09:00
A quick reminder that we're currently offering a FREE retirement & tax return analysis.
Learn ho...
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Robo-Advisors Part 2: Pros and Cons + Pitfalls to Watch Out For from 2021-04-13T09:00
Today I'm wrapping up our two-part series on robo-advisors.
Specifically, I'm sharing THREE things:
- The pros and cons of using a robo-advisor
- Major pitfalls to watch... Listen
Should You Invest at Stock Market Highs? from 2021-04-06T09:00
The stock market has been screaming upwards for over 10 years.
In fact, the S&P 500 just crossed 4,000!
Many retirement savers are starting to get worried, thinking we must be due ...
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Robo-Advisors Part 1: What They Are + How to Determine if You Should Invest Your Money With One from 2021-03-30T09:00
Today I'm kicking off a two-part series on robo-advisors by sharing:
- What a robo-advisor is (in plain English!)
- Why I argue they've been around since the 1920's
- Wh... Listen
What Are NFTs and Should Retirement Savers Invest In Them from 2021-03-23T09:00
Today I'm talking about Non-Fungible Tokens (NFTs).
Specifically, I'm sharing:
- What an NFT is (in plain English!)
- Why they are so valuable
- If this is an as... Listen
Stock Market Update + 3 Portfolio Analysis Tech Tools from 2021-03-16T09:00
Today I'm sharing 3 of my favorite portfolio analytics tools for retirement investors.
I’m also using these tools to provide an update on some of the crazy things happening in the stock m...
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ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals from 2021-03-09T10:00
Today I'm tackling three listener questions with my good friend, Roger Whitney:
- Why you don't have to invest in ESG stocks to make an impact
- How to replenish your emergency... Listen
3 Favorite Tech Tools for Retirement Savers (That Have Nothing to do With Money!) from 2021-03-02T09:30
Today I’m sharing my 3 favorite tech tools for retirement savers...that have nothing to do with money!
Why?
Because if technology can improve your life, save time, and help you bec...
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Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them from 2021-02-16T09:30
Today I’m wrapping up our mini-series on Portfolio Rebalancing.
Specifically, I'm sharing the 5 biggest pitfalls to watch out for.
Why?
Because making just one of these mist...
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Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors from 2021-02-09T10:00
Today I'm kicking off a 2-part series on Portfolio Rebalancing.
In part one, I'm sharing:
- What portfolio rebalancing is
- How and where it fits into your retirement pl... Listen
Gamestop&Reddit: Why Individual Investors Didn't Win from 2021-02-02T09:00
Today I'm sharing two thoughts on Gamestop and Reddit.
Specifically, I'm sharing why individual investors aren't winning this battle + who benefits the most from trading platforms like Ro...
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Gamestop & Reddit: Why Individual Investors Didn't Win from 2021-02-02T09:00
Today I'm sharing two thoughts on Gamestop and Reddit.
Specifically, I'm sharing why individual investors aren't winning this battle + who benefits the most from trading platforms like Ro...
Listen
How to Maximize Your Return on Cash w/ Gary Zimmerman from 2021-01-26T10:30
Two Economic Stories You're Not Hearing About from 2021-01-19T08:00
Today - with help from Morgan Housel - I'm highlighting two economic stories that are flying under the radar.
The first story is that Americans might be in the best financial shape they’v...
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Value Stocks, Bitcoin, and Investing at the Top of Market from 2021-01-12T08:00
Happy New Year! To kick off 2021, I’m digging into the three BIG topics I know are on every investor’s mind right now:
- Small Cap Value Stocks
- Bitcoin
- The Dow Jones... Listen
3 Simple Year-End Tax Planning Strategies from 2020-12-15T08:00
Today I’m sharing 3 simple tax planning strategies to consider before year-end.
We have two weeks left in 2020 and m...
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Tax Gain Harvesting: What is It and When to Use It from 2020-12-01T08:00
Today I’m talking about tax gain harvesting.
While tax-loss harvesting typically gets all the attention, realizing gains and deliberately...
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How to Offset a Year-End Roth Conversion Tax Bill from 2020-11-17T08:00
Today I’m talking about how to combine roth conversions with charitable giving.
In fact, this strategy can help wipe out this year's tax bill, reduce future tax bills, and also support so...
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Investing in Bonds #4: How to Take Action and Implement from 2020-10-27T07:00
Today I’m wrapping up our four-part series on investing in bonds by talking about...implementation!
My goal today is to help you take action.
To take what you’ve learned these last...
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Investing in Bonds #3: Rollin’ Down the...Yield Curve from 2020-10-20T07:00
Today I’m tackling part 3 of our four-part series on investing in bonds.
Specifically, I’m sharing why buying bonds ...
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Investing in Bonds #2: The 2 Primary Drivers of Bond Market Returns from 2020-10-13T10:00
Today I’m sharing part 2 of our four-part series on investing in bonds.
Specifically, I’m going to dive into the Listen
Investing in Bonds #1: How to Invest in Bonds + Pros&Cons from 2020-10-06T07:00
Today I’m kicking off our 4-part series on investing in bonds.
Contrary to what most people think, the bond market is actually more complex than the stock market.
But, don’t worry,...
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Retirement Investing #4: Taking Action&Investing in Stocks from 2020-09-29T07:00
Today I’m wrapping up our stock market investing series by talking about implementation.
My goal?
Retirement Investing #3: The 4 Primary Drivers of Stock Market Returns from 2020-09-22T07:00
Today I’m tackling part three of our stock market investing series. And, this is where we get to the fun stuff!
In t...
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Retirement Investing #2: How to Invest in Stocks + Pros and Cons from 2020-09-15T07:00
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. ...
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Retirement Investing #1: The Psychology of Money with Morgan Housel from 2020-09-08T07:00
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...
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How Much Should You Allocate to Stocks As You Approach Retirement from 2020-08-18T07:00
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 clos...
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The Seven Deadly Sins of Investing from 2020-08-04T06:00
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...
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The FI/RE Movement from 2020-07-28T06:00
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...
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The Four Lies Told by Stock Charts from 2020-07-21T06:00
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 ma...
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Why I Don't Buy Dividend Stocks from 2020-07-14T07:00
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 ...
The True Cost of a Car Payment from 2020-07-07T07:00
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...
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The Power of Proximity with Tyrone Ross from 2020-06-30T07:00
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:
... Listen
Dr. Moira Somers: How to Have Productive Conversations About Money from 2020-06-16T07:00
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...
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What You Need to Know About Medicare with Ashby Daniels from 2020-06-02T07:00
Today I'm joined by Ashby Daniels, CFP®.
Ashby is a financial planner and the author of Listen
Taylor Schulte: Why You Might DIY, Tax Planning, and More! from 2020-05-19T07:00
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.
W...
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Why Do We Invest in the Stock Market from 2020-05-05T07:00
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 h... Listen
[BONUS] How Retirement Investors Can Manage Market Volatility from 2020-04-23T07:00
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 Listen
5 Things Retirement Savers Need to Know About the CARES Act from 2020-04-21T07:00
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 retire...
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Pragmatic Thinking on COVID-19 With Cullen Roche from 2020-04-07T07:00
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 ...
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Navigating the Global Financial Markets With Jan van Eck from 2020-04-02T07:00
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 ec...
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How to Manage Stress&Anxiety During Volatile Markets With Dave Goetsch from 2020-03-31T07:00
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 ...
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COVID-19 + What You Should Be Doing Right Now With Your Financial Plan from 2020-03-24T07:00
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 th...
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10 Things You Should Do If You're 10 Years From Retirement with Peter Lazaroff from 2020-03-17T07:00
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 save...
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Why Rent vs. Buy Is the Wrong Question with Jeremy Schneider from 2020-03-03T08:00
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...
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What Every Retirement Saver Needs to Know About Variable Annuities from 2020-02-18T08:00
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
The Correct Order for Saving&Investing Your Money from 2020-02-04T08:00
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 al...
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Per Stirpes: How This Funny Word Can Save You From Sending Thousands (or Millions) of Retirement Dollars to the Wrong Beneficiary from 2020-01-21T08:00
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 ...
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Financial Myth #4: A Traditional 401(k) is Better Than a Roth 401(k) When Saving for Retirement from 2020-01-07T08:00
When you contribute to retirement accounts, you typically have two options:
- Contribute pre-tax dollars today, pay taxes Listen
Financial Myth #3: Election Years Influence Stock Market Returns from 2019-12-10T08:00
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, s...
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Financial Myth #2: It's Dangerous to Invest at Market Highs from 2019-11-26T08:00
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.
...
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Financial Myth #1: If Interest Rates Rise, Bonds Will Lose Money from 2019-11-12T08:00
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:
How to Invest in Emerging Markets and Why Most Are Doing it Wrong with Perth Tolle from 2019-10-29T07:00
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 emer...
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These 3 Social Security Changes in 2020 Don't Just Affect Retirees from 2019-10-15T07:00
There are roughly 69 million Social Security beneficiaries in the U.S.
And these beneficiaries will be witnessing a few changes to their Social Security benefits in 2020.
B...
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ETFs Rule, Mutual Funds Drool with Ryan Kirlin from 2019-10-01T07:00
Without question, you have heard of Exchange Traded Funds, also commonly referred to as ETFs.
It's a complex topic s...
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What is a Target Date Fund and Should you Invest in One for Retirement? from 2019-09-17T07:00
If you are investing for retirement, you’ve probably come across target-date mutual funds. You may even be investing in one in your 401K and not realize it.
So, you’re likely wondering wh...
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How George Kinder Revolutionized the Financial Advice Business from 2019-09-03T07:00
The founder of the Kinder Institute of Life Planning, George Kinder, joins us on the show today to talk about his passion – helping you find your life’s purpose and aligning your financial goals...
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Yield Inversions, Recession Worries, RMD Timing, and More! from 2019-08-20T07:00
The economy has some of you worried right now, and for good reason.
The interest rate environment is different from years’ past, the Dow Jones lost 800 points recently, and the yield cur...
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Everything You Ought to Know About Donor-Advised Funds from 2019-08-06T07:00
Due to recent tax reform, only 10% of Americans itemized their deductions in 2018 compared to 30% in 2017.
This has significantly impacted the tax benefits of charitable giving. Or has it...
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How to Declutter and Prepare to Downsize Your Home in Retirement with Jen Robin from 2019-07-23T07:00
If retirement is around the corner, it’s likely you’ve considered downsizing your home.
Whether it’s for a move to a...
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Five Wishes: America's Most Popular Living Will with Paul Malley from 2019-07-09T07:00
Advanced care planning is not a fun topic to bring up at the dinner table, but what happens if you get seriously ill or injured and can’t speak for yourself? Listen
How to Invest for a 30+ Year Retirement with Ashby Daniels, CFP® from 2019-06-25T07:00
Retirement planning expert, Ashby Daniels, CFP® joins us on the show today to talk about how to properly plan and invest for a 30+ year retirement.
In today’s episode you are going to lea...
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Home&Auto Insurance: How to Maximize Your Policies and Save Money from 2019-06-11T07:00
Homeowners insurance is more than just another bill the mortgage company makes us pay every year.
It’s the price we pay for peace of mind if our property is damaged in a fire or destroyed...
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Should You Get in on the Next Big IPO? from 2019-05-28T07:00
Uber and Lyft are two big companies that made a huge splash with their IPOs recently, but it remains to be seen whether either will become profitable.
Both have posted billions in losses ...
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Why You May Need Disability Insurance — Even if You Are Approaching Retirement from 2019-05-14T07:00
It’s easy to believe you’ll always be in great health, but the truth is, none of us knows what the future brings.
You may be in great shape today but find yourself gravely ill or disabled...
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Want to Retire? Avoid These Three Tragic Investing Mistakes from 2019-04-30T07:00
When it comes to investing, historical returns show us that, for the most part, a buy-and-hold strategy will always outperform an active one. This means that, once you have a concrete investing ...
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Saving for a Home? Don’t Make These Mistakes With Your Down Payment from 2019-04-16T07:00
Buying a home comes with huge financial implications, and many of them come into play well before you make an offer and close on your mortgage. You could spend months, years, or even decades sav...
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When to Take Social Security + How to Fix a Common Mistake from 2019-04-02T07:00
The most common question about Social Security is "when should I take it?"
It’s a simple question but there are a number of factors that need to be considered before you can accurately a...
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How to Protect Your Digital Assets with Jamie Hopkins from 2019-03-19T07:00
Think you don’t have anything of value online? Think again. The reality is,...
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How to Lower Taxes in Retirement from 2019-03-05T08:00
Are you a working professional? If so, now is the perfect time to make smart moves to lower taxes in retirement.
Nearing retirement or already retired? Don't worry, it's not too late to w...
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10 Biggest Mistakes to Avoid When Hiring a Financial Advisor from 2019-02-19T08:00
Did you know anyone can call themselves a financial advisor?
Or a financial planner, a wealth manager, an investment manager… the list goes on and on.
Believe it or not, th...
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Avoid Massive Investment Mistakes by Using an Investment Policy Statement (IPS) from 2019-02-05T08:00
Decades of hard work and savings can be wiped away with one bad investment decision.
Don't believe me? Just ask this guy:
"I took out a $75,000 mortgage, put it all in bitcoin ...
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3 Super-Easy (and Important!) Year-End Planning Tips from 2018-12-18T08:00
In this episode, I share:
- Three super-easy financial planning tips you should tackle before 2018 wraps up. Don't worry, it's not your typical "contribute the maximum to your retirem... Listen
From Store Manager to Financial Independence by Age 32 with Robert Farrington [REPLAY] from 2018-12-04T08:00
This episode first aired on March 20th, 2018.
Robert Farrington started The College Investo...
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Your Old 401(k): to Rollover, or Not to Rollover from 2018-11-20T08:00
Did you know? The average cost per year for a 401(k) participant is 2.2% of their account balance, according to SmartAsset.
This number is rapidly declining, b...
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Do Not Invest Your Money Until You Listen to This Interview with Dr. Daniel Crosby from 2018-11-06T08:00
Human beings are inherently bad with money. We buy high. Sell low. Spend too much. Save too little.
We are greedy when we should be fearful.
We are fearful when we should be greedy...
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529 Accounts: Three Things That Are More Important from 2018-10-23T07:00
“Better start planning for college!” – Every financial planner when you tell them you’re having a baby
Speaking of having a baby, my second son was born the day this podcast epis...
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Cybersecurity: Everything You Need to Know to Stay Safe Online from 2018-10-09T07:30
Cybersecurity. We know how important it is but don't want to take action.
We don't think anything will happen to us.
If it does happen to us, we assume there must be a way an eas...
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Stacking Benjamins Interview: Taylor's First Home Purchase Did Not Go As Planned [REPLAY] from 2018-09-25T07:00
The original interview aired on Stacking Benjamins 12-26-2017
As some know, the last several years have been a roller coaster for my family. We poured our life savings into our f...
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Top 3 Tax Saving Tips That Fly Under the Radar from 2018-09-11T07:00
Right now is the perfect time to start thinking about your 2018 tax bill. Not year-end. Not the first week of April just before you meet with your CPA. Right. Now.
With some proper planni...
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How to Buy Life Insurance the Smart Way from 2018-08-28T07:00
Life insurance is wildly misunderstood and often oversold.
In today's episode, we take a deep dive into the world of life insurance to show you how to buy it the right way, saving you mo...
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International Stocks: Do I Really Need to Own Them? from 2018-08-14T07:00
In today's episode, we review the major reasons you should consider including international stocks in your investment portfolio. (Hint: it's not for a higher rate of return.)
In addition,...
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Pat Flynn: How to Generate $160,000/month by Serving Your Audience [REPLAY] from 2018-07-31T16:11:33
Pat Flynn is an entrepreneur, blogger, podcaster and the owner of Smart Passive Income. He’s been widely recognized for his accomplishments, but...
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Your Questions Answered...Live! from 2018-07-17T07:00
Today, we are taking questions from you, the listener. We asked you what keeps you up at night and what's been on your mind and you responded with some fantastic questions.
Some of the to...
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Dividend Stocks: 5 Reasons to Stay Away from 2018-07-03T07:00
Search "dividend stocks" and Google will return over fifty million results in less than half of a second.
Dividend stocks have long been referred to as a solid investment strategy. Not be...
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Traditional or Roth: Breaking Down Retirement Accounts from 2018-06-19T10:00
Just about everyone saving for retirement is faced with the option: Traditional or Roth.
It doesn't matter if you are saving for retirement through an Individual Retirement Account (IRA)...
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Should You Sell Stocks Now? from 2018-06-05T10:30
Should You Sell Stocks Now?
After 9 years of stock market gains, many of you are wondering if now is a good time to sell your stocks.
We know this because the blog post we wrote on...
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Millennial Money Podcast: Taylor Schulte on The Top Five Investing Taboos from 2018-04-17T10:00
Jump into a conversation between Shannah Game and Taylor Schulte as they chat about the top five investing taboos that always raise questions, doubt, and insecurit...
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Thunderhawk Alements: Jonathan Barbarin on Going All In from 2018-04-03T10:00
Joining us on the show today is Jonathan Barbarin, co-founder of Thunderhawk Alements. He shares the incredible story of how ...
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The College Investor: From Store Manager to Financial Independence by 32 with Robert Farrington from 2018-03-20T10:00
Robert Farrington started The College Investor when he was – you guessed it – in college.
While ...
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Retirement Starts Today Radio: Taylor Schulte on Navigating Turbulent Markets from 2018-03-06T11:00
In case you missed it, market volatility is back.
On January 26th, we saw the stock market go from hitting a record high to being down 10% (a.k.a the definition of a market correction) i...
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All About Fitness: Pete McCall on Busting Health and Wellness Myths from 2018-02-20T11:00
There’s a lot of information out there when it comes to fitness and exercise.
And, the truth is, most of it is bad and/or misleading.
My guest on today’s show, Pete McCall, is here...
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San Diego Financial Literacy Center: Brad Pagano on Starting a Non-Profit and Spreading Financial Literacy from 2018-02-06T11:00
Finding a need and filling that need in a new and powerful way is important to starting a non-profit.
Brad Pagano, the...
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Quartyard by RAD LAB: An Innovative Business Idea and Community Solution from 2018-01-23T11:00
Most cities have unused, vacant pieces of land that go to waste. But it doesn’t have to be that way. At least not according to the three rad guests we have on the podcast today.
...
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La Vita Compounding Pharmacy: Deb Hubers on the Benefits of Natural Medicine from 2018-01-09T11:00
Medication can be a complicated, confusing and frustrating thing to figure out. It’s hard to know what is safe and what is r...
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Stacking Benjamins: How Taylor Schulte Nearly Lost $90k Buying His First Home from 2017-12-26T11:00
As some know, the last four years have been a roller coaster for my family.
We poured our life savings into our first home and things didn’t quite go as planned.
The good news? It ...
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Assault Fitness: Traci Bates on Defying the Odds and Just Going For It from 2017-12-12T11:00
According to a 2015 Forbes article, only 2% of women-owned businesses break $1 million in revenue.
As stagger...
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Power Digital Marketing: Grayson Lafrenz on The Power of Digital Marketing from 2017-11-28T12:00
As marketing trends rapidly change and evolve, it can be challenging to keep up but the reward for making marketing a priority is undeniable. Grayson Lafrenz has found a sweet spot in the digita...
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Murray Lampert: Gregg Cantor on Carrying on a Legacy and Building a Reputation from 2017-11-14T12:00
In the competitive and often difficult to trust building and remodeling industry, the Murray Lampert name has been a steady and reliable one for generations. Follo...
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Smart Passive Income: Pat Flynn on Becoming an Expert in Online Business from 2017-10-31T11:00
Pat Flynn is an entrepreneur, blogger, podcaster and the owner of Smart Passive Income.
He’s been widely recognized for his accomplishments, but most recently, Forbes named him one of the...
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Launchbox 365: Dan Negroni on Bridging the Generation Gap and Engaging Millennials from 2017-10-17T12:00
The workforce is only made up of about 25% millennials now, but within the next 20 years it will be more around 70%. The importance of engaging with, learning from...
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Workable Wealth: Mary Beth Storjohann on Financial Planning for the Younger Generation from 2017-10-03T12:00
In an industry mainly focused on older wealth and retirement planning, Mary Beth Storjohann went a different route. Not only did she see the significant need to get younger people and families p...
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TGG Accounting: Matt Garrett on Accounting Overhaul for Growing Businesses from 2017-09-19T12:00
Almost half of all small businesses experience some kind of accounting theft - which costs them an average of $114,000 per occurrence. On top of that, only about 5% of small businesses have accu...
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Moniker Group: Ryan Sisson on Excelling as a Jack-of-All-Trades from 2017-09-05T12:00
Episode six’s guest is Ryan Sisson, founder and CEO of the Moniker Group. In this interview, Ryan covers the selfless leadership and short-term sacrifice...
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Protector Brewery: Sean Haggerty on Applying the Mental Strength of a Navy SEAL from 2017-08-22T12:00
In today’s episode, I continue to explore the minds and experiences of the entrepreneurs that make the San Diego community so interesting and energetic. Our guest, Sean Haggerty, is a retired Na...
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Dowling & Yahnke: Dale Yahnke on Building A Business and Creating Wealth That Lasts from 2017-08-08T12:00
Any industry can get so set in its ways that innovation passes us by. But as most of us know, or are learning, being different can be the difference-maker to your success. Dale Yahnke is no stra...
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GRACEDBYGRIT: Kimberly Caccavo on Integrating Charity and Community into a Rapidly Growing Business from 2017-07-25T12:02
Kimberly Caccavo is the co-founder of GRACEDBYGRIT, a women's athletic apparel company that's focused on empowering w...
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