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Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

EN515 episodes
businessinvesting

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 r...

Episodes (515)

How to Invest In Emerging Markets

Stay Wealthy Retirement Podcast

Nov 21, 202437:42pending

Why You Are (Probably) Planning for the Wrong Things in Retirement

Stay Wealthy Retirement Podcast

Nov 7, 202432:53pending

4 Ways to (Tax-Efficiently) Diversify Concentrated Investments

Stay Wealthy Retirement Podcast

Oct 24, 202433:37pending

Small Cap Value (Part 3): How to Choose the Right Fund and Take Action

Stay Wealthy Retirement Podcast

Oct 10, 202416:47pending

Small Cap Value (Part 2): How to Reduce Risk + Improve Returns

Stay Wealthy Retirement Podcast

Sep 26, 202415:53pending

Small Cap Value (Part 1): Is This Popular Strategy Dead?

Stay Wealthy Retirement Podcast

Sep 12, 202418:08pending

Retirement, Taxes, and Investment Underperformance

Stay Wealthy Retirement Podcast

Aug 29, 202428:13pending

5 Surprising Investing Facts That You've (Probably) Never Heard

Stay Wealthy Retirement Podcast

Aug 15, 202421:47pending

Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And...

Stay Wealthy Retirement Podcast

Jul 31, 202447:50pending

5 Strategies to Take Control of Your Required Minimum Distributions (RMDs)

Stay Wealthy Retirement Podcast

Jul 18, 202429:29pending

Dividend Investing (Part 4): Answering Top Listener Questions

Stay Wealthy Retirement Podcast

Jun 27, 202425:59pending

Dividend Investing (Part 3): A More "Flexible" Dividend Strategy

Stay Wealthy Retirement Podcast

Jun 6, 202418:29pending

Dividend Investing (Part 2): Three Reasons Why Dividend Strategies Underperform

Stay Wealthy Retirement Podcast

May 22, 202419:38pending

Dividend Investing (Part 1): Making Money While You Sleep

Stay Wealthy Retirement Podcast

May 9, 202419:21pending

How to Protect Yourself From Financial Scams (+ New Resources)

Stay Wealthy Retirement Podcast

Apr 25, 202414:02pending

The Best Retirement Account, Making Investment Changes, and More!

Stay Wealthy Retirement Podcast

Apr 3, 202423:40pending

Inflation: Why Does Everything (Still) Feel So Expensive?

Stay Wealthy Retirement Podcast

Mar 21, 202411:54pending

Roth Conversions and the 5-Year Rule (Explained!)

Stay Wealthy Retirement Podcast

Mar 7, 202425:03pending

4 (Little-Known) Retirement Planning Misconceptions

Stay Wealthy Retirement Podcast

Feb 21, 202444:21pending

How to Invest During an Election Year

Stay Wealthy Retirement Podcast

Feb 8, 202416:59pending

Why We Need to Stop Talking About "Paying Off the National Debt"

Stay Wealthy Retirement Podcast

Jan 25, 202442:51pending

How to Evaluate (and Choose) a Financial Advisor

Stay Wealthy Retirement Podcast

Jan 11, 202422:40pending

2024 Market Outlook: Why We Should Prepare for a Crash

Stay Wealthy Retirement Podcast

Jan 4, 202416:10pending

4 Retirement and Tax Planning Updates for 2024

Stay Wealthy Retirement Podcast

Dec 21, 202319:54pending

Is Tax-Loss Harvesting Worth It?

Stay Wealthy Retirement Podcast

Dec 14, 202319:06pending

3 Big Medicare Pitfalls to Avoid (In 2024)

Stay Wealthy Retirement Podcast

Nov 30, 202314:21pending

Part 2: What the %@#! Is Happening to Bonds

Stay Wealthy Retirement Podcast

Nov 8, 202323:40pending

Part 1: What the %@#! Is Happening to Bonds

Stay Wealthy Retirement Podcast

Oct 26, 202325:46pending

9 Fun (and Useful!) Facts About Investing & Retirement

Stay Wealthy Retirement Podcast

Oct 19, 202318:31pending

Credit Freeze: Top 5 (Listener!) Questions Answered

Stay Wealthy Retirement Podcast

Oct 4, 202312:25pending

What the Media Won't Tell You About Inflation

Stay Wealthy Retirement Podcast

Sep 27, 202312:27pending

The Behavior Gap: How Retirement Investors Can Avoid It

Stay Wealthy Retirement Podcast

Sep 14, 202314:17pending

3 Financial Scams to Watch Out For in 2023

Stay Wealthy Retirement Podcast

Sep 6, 202320:36pending

Listener Q&A: Early Retirement Pitfalls, Best Index Funds to Invest In, and More...

Stay Wealthy Retirement Podcast

Aug 30, 202332:17pending

Why You Shouldn't Care About Your Credit Score

Stay Wealthy Retirement Podcast

Aug 23, 202320:51pending

Backdoor Roth IRA: What It Is, Pros + Cons, and How to Execute

Stay Wealthy Retirement Podcast

Aug 16, 20239:27pending

How to Prepare Loved Ones for When You Die

Stay Wealthy Retirement Podcast

Aug 9, 202317:04pending

A New (and Simple!) Strategy to Boost Retirement Income

Stay Wealthy Retirement Podcast

Aug 2, 202318:56pending

The Best Investment

Stay Wealthy Retirement Podcast

Jul 26, 202314:28pending

3 (More) Reasons NOT to Do Roth Conversions

Stay Wealthy Retirement Podcast

Jul 12, 202319:45pending

Why Cash Is Not a Great Investment (Even With a 5% Yield!)

Stay Wealthy Retirement Podcast

Jun 21, 202312:31pending

International Stocks: 3 Reasons Why Retirement Investors Should Own Them

Stay Wealthy Retirement Podcast

Jun 7, 202320:16pending

Phil-in the Gaps: Why Alternative Investments Belong in Your Retirement Portfoli...

Stay Wealthy Retirement Podcast

May 3, 202351:11pending

The Bond Market is Flashing a Recession Warning

Stay Wealthy Retirement Podcast

Apr 26, 202315:37pending

Why You Shouldn't Be Surprised By Your Investment Returns

Stay Wealthy Retirement Podcast

Apr 5, 202351:23pending

The Banking Crisis: 3 Things Retirement Investors Need to Know

Stay Wealthy Retirement Podcast

Mar 29, 202313:54pending

Two (Real Life) Retirement Planning Case Studies

Stay Wealthy Retirement Podcast

Mar 22, 202333:49pending

The Biggest Risk

Stay Wealthy Retirement Podcast

Mar 15, 20239:49pending

Alternative Investments: Should You Invest in Them?

Stay Wealthy Retirement Podcast

Mar 1, 202317:37pending

January Inflation: Why Prices Are Rising Again

Stay Wealthy Retirement Podcast

Feb 15, 20238:54pending
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