123 episodes

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English!

Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement.

He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more.

Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.

Stay Wealthy Retirement Show Taylor Schulte

    • Business
    • 4.9 • 8 Ratings

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English!

Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement.

He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more.

Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.

    Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks

    Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks

    Today I'm kicking off our two-part series on life insurance.
    Specifically, I'll be tailoring these episodes to those who are in retirement or close to it. 
    Here are a handful of the things I'll be covering:
    What are the different types of life insurance (+ pros and cons) How to determine the need for life insurance What are the costs and tax considerations How to analyze an old insurance policy Where to buy life insurance without getting ripped off If you're FINALLY ready to understand life insurance in retirement (in plain English!), you're going to love this series.
    👉  Click Here to Access Show Notes and Links for This Episode

    • 21 min
    How to Prepare for Tech Bubble 2.0

    How to Prepare for Tech Bubble 2.0

    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 asset classes behave? 
    How should retirement savers prepare?
    One of our listeners, John H., recently reached out with these (great) questions.
    If, like John, some of the recent headlines around tech & growth stocks have you concerned, you'll enjoy this listener mailbag episode.

    • 7 min
    Why You Should Pay Attention to Stock Market Forecasts

    Why You Should Pay Attention to Stock Market Forecasts

    Today I'm talking about market forecasts and predictions.
    Why?
    Unlike the core principles that create a successful investment outcome, the financial + economic environment is always changing.
    And the current environment drives a lot of our assumptions and decisions about the future.
    While I think investors should ignore most pundits, I do believe thoughtful forecasts are valuable.
    If you want to learn more about how to approach stock market forecasts (which there is no shortage of right now!), this episode is for you.
    👉 Click Here to Access Show Notes and Links for This Episode

    • 14 min
    Stay Wealthy Giveaway + What You Need to Ask Your Insurance Company (ASAP!)

    Stay Wealthy Giveaway + What You Need to Ask Your Insurance Company (ASAP!)

    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 $50,0000 (and counting!) in damages are being covered by insurance.
    But I learned that’s not always the case.
    I learned that some VERY large insurance companies have recently stopped covering this type of loss.
    If you want to learn more about my current situation + how you can ensure your home is properly protected, this episode is for you.
    And if you want to throw your name in the hat for a custom, high-quality Stay Wealthy hoodie, click here.
    (I'll be drawing names on January 3rd and shipping them off!)
    👉  Click Here to Access Show Notes and Links for This Episode

    • 12 min
    Should You Include Social Security in Your Retirement Plan?

    Should You Include Social Security in Your Retirement Plan?

    The Social Security program currently pays more in benefits than it collects in revenue.
    If no changes are made, Social Security will become insolvent by the year 2034...
    ...and all beneficiaries (regardless of age or income) will face a sudden 22% benefit cut.
    Even more, some proposals to fix Social Security include stripping 100% of benefits from high-income retirees.
    This has led a lot of retirement savers to ask:
    "Should I include Social Security in my retirement planning projections?"
    If you have the same question, you're going to love today's episode.
    👉  Click Here to Access Show Notes and Links for This Episode

    • 9 min
    Investing in Real Estate: Key Findings from a Comprehensive 22-Year Study

    Investing in Real Estate: Key Findings from a Comprehensive 22-Year Study

    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:
    Direct ownership Listed real estate Unlisted real estate  Most investors agree that allocating to real estate is prudent.
    But they don't always agree on the best investment vehicle to use.
    If you continue to wrestle with how to invest in real estate, you’ll enjoy the recent results I’m sharing from a 22-year study on this popular asset class.
    👉  Click Here to Access Show Notes and Links for This Episode
    *** NOTE: The show notes page I reference in the audio of this episode is incorrect. The correct episode number is 135 and the show notes can be found by going to www.youstaywealthy.com/135 ***

    • 9 min

Customer Reviews

4.9 out of 5
8 Ratings

8 Ratings

Yebz10❌ ,

Not missing an episode moving forward!

Loving the podcasts Taylor drops. They’re short, easy to digest, and he’s made what is most times complex, very simple to understand. Thank you Taylor!

fifa world cup 123454 ,

Useful!

I am listening to the podcast today and finding it incredibly clear and useful and it makes complex investing ideas easy. Would highly recommend.

CP in Ottawa ,

Daniel Crosby interview

Great information about home ownership - which is contrary to most beliefs. Also, those most likely to invest in their own are usually over confident which might make them least able to. Thanks guys. Great interview.

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