161 episodes

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.

Stay Wealthy Retirement Show Taylor Schulte, CFP®

    • Business

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.

    Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions

    Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions

    Today I’m wrapping up our series on Financial Advisors by answering five common questions.
    Questions such as:
    How important are professional designations like CFP or CFA? What is the process for firing a financial advisor? Will I incur fees and taxes when transferring investment accounts to another financial institution?  I'm also sharing more about financial coaches + what to do if you are a victim of bad financial advice.
    NEED TAX & RETIREMENT PLANNING HELP?
    Click to Learn more about our FREE Retirement & Tax Analysis.
    We help people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck.
    Our Free Retirement Assessment™ will answer your BIG questions and help you properly evaluate our firm.
    👉 Learn more here!
    ***
    Episode Resources:
    📬  Join the Stay Wealthy E-Newsletter
    ✏️  Grab the Episode Show Notes
    📘  Pre-Order the More Than Money Book

    • 25 min
    Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor

    Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor

    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 work with one) How are 'fee-only' advisors different from 'fee-based' Where can retirement savers search for a financial advisor based on their needs If you want to understand some of the most misunderstood financial terms + learn how to find a qualified advisor, today’s episode is for you.
    NEED TAX + RETIREMENT PLANNING HELP?
    Click to Learn more about our FREE Retirement & Tax Analysis
    We specialize in helping people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck.
    Our Free Retirement Assessment™ will help you evaluate our firm and others you might be considering.
    👉 Learn more here!
    ***
    Episode Resources:
    📬  Join the Stay Wealthy E-Newsletter
    ✏️  Grab the Episode Show Notes
    📘  Pre-Order the More Than Money Book

    • 24 min
    Financial Advisors (Part 3): What Fees Do Financial Advisors Charge

    Financial Advisors (Part 3): What Fees Do Financial Advisors Charge

    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 advisors...
    ...and each one can be a disservice to someone.
    In this episode, I'm covering three important things:
    What are the four fee structures and their pros & cons Who is (and isn't) a good fit for each service model How much do financial advisors typically charge for their services I'm also sharing how retirement savers might think about measuring the value of financial advice.
    If you're ready for a deep dive into financial advisor fees, you're going to enjoy today's episode. 
    ***
    WANT MORE RETIREMENT & TAX PLANNING CONTENT? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!
    EPISODE RESOURCES:
    ✏️  Grab the Episode Show Notes
    📘  Pre-Order the More Than Money Book
    📊  Get Your FREE Retirement & Tax Analysis

    • 57 min
    Financial Advisors (Part 2): The 5 Different Types of Advisors

    Financial Advisors (Part 2): The 5 Different Types of Advisors

    Want to support my upcoming book and help improve financial literacy?
    To encourage your support, I'm running a "buy one, give one" campaign. 
    Here's how it works:
    Pre-order a copy of More Than Money (Kindle or physical copy) before Dec 31. Email a screenshot of your order to book@youstaywealthy.com. I will personally match your order and send you a second copy to gift to someone in your life. All net proceeds from the book are being donated to non-profit organizations dedicated to improving financial literacy and access to advice. 
    Pre-order your copy of More Than Money!
    ***
    Today I’m tackling part two of our series on Financial Advisors.
    Specifically, I’m breaking down the 5 different types of advisors (and who might be a good fit for each type).
    I’m also sharing some thoughts on paying for financial advice and measuring the value you receive.
    If you’re ready to continue learning about the world of financial advisors + how to make sense of the different types you can work with, today’s episode is for you.
    Want more retirement content? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!
    ***
    ✏️  Grab the Episode Show Notes
    📘  Pre-Order the More Than Money Book
    📊  Get Your FREE Retirement & Tax Analysis

    • 20 min
    Financial Advisors (Part 1): What Are They + What Do They Do

    Financial Advisors (Part 1): What Are They + What Do They Do

    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:
    What is a financial advisor Why the job title is meaningless What financial advisors do (and don't do) It doesn’t matter if you manage your own finances, happily work with a financial advisor, or work with 15 advisors...
    ..if you want to gain a better understanding of this important (yet confusing!) profession, this series is for you.
    Want more retirement content? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!
    ***
    ✏️  Grab the Episode Show Notes
    📘  Pre-Order the More Than Money Book
    📊  Get Your FREE Retirement & Tax Analysis

    • 20 min
    Should Retirement Savers Own Bonds?

    Should Retirement Savers Own Bonds?

    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 concerns, I’m covering three things today:
    Why bond yields are NOT moving in lockstep with interest rates set by the Fed How long it takes for bond losses to recover Why retirement savers should maintain exposure to bonds for the long run I'm also sharing the pros & cons of laddering bank CDs as a bond fund alternative.
    Want more retirement content? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!
    ***
    ✏️  Grab the Episode Show Notes
    📊  Get Your FREE Retirement & Tax Analysis

    • 23 min

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