92 episodes

Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement.

Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: 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 join the community at www.youstaywealthy.com.

Stay Wealthy Retirement Show Taylor Schulte

    • Investing
    • 4.8 • 5 Ratings

Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement.

Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: 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 join the community at www.youstaywealthy.com.

    How to Offset a Year-End Roth Conversion Tax Bill

    How to Offset a Year-End Roth Conversion Tax Bill

    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 some good causes along the way.
    The best part?
    There's no minimum amount of net worth required to take action.
    So if you want to make a smart tax move while also supporting a good cause, today’s episode is for you.

    • 14 min
    Investing in Bonds #4: How to Take Action and Implement

    Investing in Bonds #4: How to Take Action and Implement

    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 four weeks and make some meaningful improvements to your retirement portfolio.
    So if you’re finally able to wrap your head around the basics of bond investing and ready to take action, today's episode is for you.

    • 17 min
    Investing in Bonds #3: Rollin’ Down the...Yield Curve

    Investing in Bonds #3: Rollin’ Down the...Yield Curve

    Today I’m tackling part 3 of our four-part series on investing in bonds.
    Specifically, I’m sharing why buying bonds and holding them to maturity might not be the best strategy. 
    In fact, if interest rates go up and we maintain a normal yield environment, it’s possible that holding bonds to maturity will result in inferior returns. 
    So if you want to continue learning how bond returns are generated and where there might be opportunities in this asset class, today’s episode is for you.  

    • 13 min
    Investing in Bonds #2: The 2 Primary Drivers of Bond Market Returns

    Investing in Bonds #2: The 2 Primary Drivers of Bond Market Returns

    Today I’m sharing part 2 of our four-part series on investing in bonds. 
    Specifically, I’m going to dive into the two ways you can generate higher expected returns in the bond market. 
    I’m also going to share how one of the most popular bond index funds in the world is taking more risk than most people know. 
    As always, the information I’m sharing is based on decades of academic research...not a crystal ball :) 
    So if you’ve been blindly buying bonds and you’re still not sure exactly what you own or why, today’s episode is for you.

    • 14 min
    Investing in Bonds #1: How to Invest in Bonds + Pros & Cons

    Investing in Bonds #1: How to Invest in Bonds + Pros & Cons

    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, I’m here to translate everything into plain English.
    In today's episode, you’ll learn three big things about bonds:
    A short history lesson on savings bonds A breakdown of individual bonds vs bond funds How I think most people should invest in this asset class If you’re a retirement saver who wants to better understand the world of bonds and how they work, you’re going to love today’s episode and this 4-part series.

    • 21 min
    Retirement Investing #4: Taking Action & Investing in Stocks

    Retirement Investing #4: Taking Action & Investing in Stocks

    Today I’m wrapping up our stock market investing series by talking about implementation.
    My goal? 
    To help retirement savers build a sound investment portfolio or nudge their financial advisor to make some important tweaks based on decades of academic research. 
    I’m sharing what to look for, pitfalls to avoid, and exactly how to go and take action. 
    A special guest also drops by to share some tips :)
    If you’ve been throwing your money in a plain vanilla index fund and want to finally make evidence-based improvements, you’re going to love today’s episode. 

    • 24 min

Customer Reviews

4.8 out of 5
5 Ratings

5 Ratings

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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