100 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

    • Business
    • 4.7 • 252 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.

    U.S. National Debt: How Will We Ever Pay Off $28 Trillion?

    U.S. National Debt: How Will We Ever Pay Off $28 Trillion?

    Today I'm talking about the U.S. National Debt which currently sits at ~$28 trillion.
    While that is a GIANT number, I'm sharing why current debt levels are not as big of a problem as most think.
    If you want to learn why (in plain English!), you're going to love today's episode. 
    👉  Click here to access show notes for this episode

    • 10 min
    The Top 3 Benefits of Market Cap Weighted Index Funds

    The Top 3 Benefits of Market Cap Weighted Index Funds

    Today I’m talking about the benefits of Market-Cap-Weighted index funds (e.g., Vanguard Total Stock Market).
    Why?
    Last week, I made a brief comment that there were some benefits to owning them...and a number of you reached out asking what those were.
    If, like these other listeners, you’re also curious about the benefits of market-cap-weighted funds, you’re going to love today’s episode!
    👉  Click here to access show notes for this episode

    • 10 min
    How to Earn a 7% Return in Today's Environment

    How to Earn a 7% Return in Today's Environment

    The average interest rate for savings accounts is 0.06%.
    National home prices just reported their highest one-year gain in history.
    The U.S. stock market is up ~700% since March 2009.
    When everything seems risky and overbought, what do retirement savers do?
    How do you earn a healthy 7-8% return over the next 10-20 years?
    I break it all down in this week's episode.
    👉  Click here to access show notes for this episode

    • 15 min
    Why Investors Underperform by 2% Per Year + How to Improve Your Returns

    Why Investors Underperform by 2% Per Year + How to Improve Your Returns

    Today I'm sharing the hot off the press results of the annual "Mind the Gap" study.
    Once again, over the last 10 years, investors earned ~2% per year less than the funds they invested in.
    (Hint: It's not because of fees or taxes.)
    If you want to learn...
    Why this return gap exists What asset classes are most at risk And how you can improve your returns ...you'll love this episode.
    👉  Click here to access show notes for this episode

    • 8 min
    Can Required Minimum Distributions (RMDs) Cause You to Overwithdraw in Retirement?

    Can Required Minimum Distributions (RMDs) Cause You to Overwithdraw in Retirement?

    Today I’m talking about Required Minimum Distributions (RMDs).
    Specifically, I'm sharing:
    How RMD withdrawal rates can creep up to 12% Why they can cause you to overpay the IRS How to use an RMD-based approach to create retirement income When RMDs can put you at risk of over withdrawing What you can do to reduce your RMD tax bill If you want to get a quick Masterclass on Required Minimum Distributions (RMDs) and take control of your tax bill, this episode is for you!
    👉  Click here to access show notes for this episode

    • 11 min
    Retirement Income Part 4: Using Dynamic Withdrawal Strategies to Maximize Income

    Retirement Income Part 4: Using Dynamic Withdrawal Strategies to Maximize Income

    Today I’m wrapping up our retirement income series by talking about Dynamic Withdrawal Strategies.
    Dynamic strategies are designed to:
    Maximize retirement income Greatly lower the chance of running out of money Combat inflation and maintain purchasing power If you want to learn about dynamic withdrawal strategies, their pros & cons, and how to implement them, today's episode is for you. 
    👉 Click here to learn more about our Free Retirement Assessment
    To access the show notes for today's episode, click here.

    • 20 min

Customer Reviews

4.7 out of 5
252 Ratings

252 Ratings

*dOrY* ,

Listen and do!

Important money management concepts turned into understandable and actionable bits! Love it.

Karpeach ,

My new favorite financial podcast!

I stumbled across this podcast and have been binging for the last two weeks. I love that Taylor covers unique topics not addressed by other financial podcast, gets to the point, and provides a lot of additional resources.

trumpeting_angel ,

Super important information!

I just listened to several episodes. I’m in the process of retiring, and two of these were packed with information that is crucial for my future. Carefully explained (VERY easy to follow) and well-organized. I have just found a treasure. Each episode brings useful information, and Taylor’s presentation is especially clear, well-organized, and well-paced.

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