Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®
  • 0.0 (0)
  • INVESTING
  • UPDATED WEEKLY
Stay Wealthy Retirement Podcast

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 retirement podcast, I'll answer BIG financial questions and help you "stay wealthy" in retirement.

  1. 7 NOV

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

    Why are most people planning for the wrong things in retirement? What should they be planning for that they’re not? To help answer these important questions, Psychologist & Behavioral Finance Expert Dr. Daniel Crosby stops by to discuss: ➤ What our happiness is determined by ➤ Why (contrary to popular research) more money can ACTUALLY make us happier ➤ What is the “PERMA model” and how can we use it to improve retirement success We also discuss why retirees are more depressed than everyone else and what they can do to mitigate this risk. *** THE SOUL OF WEALTH:  Grab a copy of Daniel's new book, The Soul of Wealth.  The book explores what wealth really is and provides practical suggestions for how to change your thinking and your actions in small, powerful ways, for a wealthier life. *** FREE RETIREMENT PLANNING RESOURCES: Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.  You'll also receive my weekly retirement newsletter! 👉 Click here to subscribe and grab your cheatsheets. *** EPISODE RESOURCES: 📊  Get Your FREE Retirement & Tax Analysis! ✏️  Grab the Episode Show Notes 📘  Check Out the Retirement Podcast Network

    33 min

  2. 24 OCT

    4 Ways to (Tax-Efficiently) Diversify Concentrated Investments

    Today, I'm talking about navigating the risks of concentrated investments. Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer three BIG questions: ➤ How do you know if you have a "concentrated investment?" ➤ What are some little-known risks investors aren't considering? ➤How do you (tax-efficiently) diversify concentrated investments? I also share a specific exercise investors can follow to decide if they should sell some or all of their concentrated holding(s). *** FREE RETIREMENT PLANNING RESOURCES: Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.  You'll also receive my weekly retirement newsletter! 👉 Click here to subscribe and grab your cheatsheets. *** EPISODE RESOURCES: 📊  Get Your FREE Retirement & Tax Analysis! ✏️  Grab the Episode Show Notes 📘  Check Out the Retirement Podcast Network

    34 min

  3. 10 OCT

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

    Today, I'm sharing how retirement investors can take action in this final episode of our Small Cap Value series.  Specifically, I’m discussing three things:  ➤ Why paying MORE for an investment can pay off ➤ How to easily and properly evaluate different funds  ➤ What small-cap value funds to consider  I’m also sharing two important reminders before taking action and investing in this popular asset class. *** FREE RETIREMENT PLANNING RESOURCES: Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.  You'll also receive my weekly retirement newsletter! 👉 Click here to subscribe and grab your cheatsheets. *** EPISODE RESOURCES: 📊  Get Your FREE Retirement & Tax Analysis! ✏️  Grab the Episode Show Notes 📘  Check Out the Retirement Podcast Network

    17 min

  4. 26 SEPT

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

    Today, I’m diving into part two of our Small Cap Value investing series. Specifically, I’m addressing three big questions: ➤ How do small-cap value stocks reduce risk + improve returns  ➤ What criteria does an investment need to meet to be included in a portfolio ➤ Why value investing is still alive and well While there is no shortage of research in favor of this dominant asset class... ...I’m also sharing why investors don’t necessarily need small-cap value stocks to reach their retirement goals. *** FREE RETIREMENT PLANNING RESOURCES: Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.  You'll also receive my weekly retirement newsletter! 👉 Click here to subscribe and grab your cheatsheets. *** EPISODE RESOURCES: 📊  Get Your FREE Retirement & Tax Analysis! ✏️  Grab the Episode Show Notes 📘  Check Out the Retirement Podcast Network

    16 min

  5. 12 SEPT

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

    Today I’m kicking off a two-part series on Small Cap Value investing. Specifically, I’m addressing three big questions: ➤ What exactly are small-cap value stocks? ➤ Why have small-cap value stocks, historically, outperformed most major asset classes? ➤ Does the recent 20-year underperformance suggest that the strategy is dead and won’t work in the future?  I’m also sharing critical differences between small-cap value funds + how to take action if you want to include this asset class in your portfolio. *** FREE RETIREMENT PLANNING RESOURCES: Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.  You'll also receive my weekly retirement newsletter! 👉 Click here to subscribe and grab your cheatsheets. *** EPISODE RESOURCES: 📊  Get Your FREE Retirement & Tax Analysis! ✏️  Grab the Episode Show Notes 📘  Check Out the Retirement Podcast Network

    18 min

  6. 29 AUG

    Retirement, Taxes, and Investment Underperformance

    Today, I'm sharing key takeaways from three of the BEST retirement articles I read this month. 1️⃣ The first article is about the future of taxes in this country and specifically makes a strong case for why they will be higher. 2️⃣ The second reveals why investors missed out on 15% of investment returns over the last decade. 😳 3️⃣ Lastly, the third article is a real-life account of what it actually feels like to transition from the working world into retirement. Didn’t get a chance to read everything that was published last month? Don’t worry—I’ve got you covered! *** FREE RETIREMENT PLANNING RESOURCES: Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.  You'll also receive my weekly retirement newsletter! 👉 Click here to subscribe and grab your cheatsheets. *** EPISODE RESOURCES: 📊  Get Your FREE Retirement & Tax Analysis! ✏️  Grab the Episode Show Notes 📘  Check Out the Retirement Podcast Network

    28 min

  7. 15 AUG

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

    Today, I’m sharing FIVE surprising statistics about the economy, markets, and retirement. For example, one stat highlights a "stock market indicator" that has a 100% success rate 😳  Another emphasizes a growing insurance risk that everyone needs to protect against. Along with being entertaining, these stats bring important investing and planning topics to the surface.  They also serve as important reminders. If you’re ready to have some fun learning about the history of the markets and little-known investing facts, this episode is for you. *** FREE RETIREMENT PLANNING RESOURCES: Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.  You'll also receive my weekly retirement newsletter :)  👉 Click here to subscribe and grab your cheatsheets. *** EPISODE RESOURCES: 📊  Get Your FREE Retirement & Tax Analysis! ✏️  Grab the Episode Show Notes 📘  Check Out the Retirement Podcast Network

    22 min

  8. 31 JUL

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

    Are you ready to get answers to some BIG retirement questions? Questions such as: ➤ What role does the equity in my home play in my retirement plan? ➤ Why should I do Roth conversions to help mitigate taxes on my kids' inheritance? ➤ Are closed-end funds a good investment? ➤ How do I properly evaluate pension vs. lump-sum decisions? Today on the show, I’m answering these questions (and more!) with my good friend, Roger Whitney. I'm also providing an update on the Retirement Podcast Network after taking a hint from 1,000+ retirement savers.   *** FREE RETIREMENT PLANNING RESOURCES: Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.  You'll also receive my weekly retirement newsletter :)  👉 Click here to subscribe and grab your cheatsheets. *** EPISODE RESOURCES: 📊  Get Your FREE Retirement & Tax Analysis! ✏️  Grab the Episode Show Notes 📘  Check Out the Retirement Podcast Network

    48 min
See All (211)

About

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 retirement podcast, I'll answer BIG financial questions and help you "stay wealthy" in retirement.

Information

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada