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

    • Investing
    • 4.7 • 213 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.

    Are We In a Stock Market Bubble?

    Are We In a Stock Market Bubble?

    Today I'm answering a great question from one of our listeners:
    "Are we in a stock market bubble?" ~Nancy K., Minnesota
    In this episode, I share:
    What a bubble is How to measure stock market valuations My answer to answer to Nancy's question! So if you're a retirement investor concerned about current stock market levels, you're going to love today's episode.

    • 7 min
    Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them

    Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them

    Today I’m wrapping up our mini-series on Portfolio Rebalancing.
    Specifically, I'm sharing the 5 biggest pitfalls to watch out for.
    Why?
    Because making just one of these mistakes could wipe away the benefits of rebalancing entirely.
    So before you process your next rebalance (or let a computer handle it!), tune in to learn what they are and how to avoid them. 

    • 21 min
    Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors

    Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors

    Today I'm kicking off a 2-part series on Portfolio Rebalancing.
    In part one, I'm sharing:
    What portfolio rebalancing is How and where it fits into your retirement plan The top 4 benefits of a systematic rebalancing process If you want to learn how a simple rebalancing plan can boost long-term investment returns, you're going to love this episode.

    • 15 min
    Gamestop & Reddit: Why Individual Investors Didn't Win

    Gamestop & Reddit: Why Individual Investors Didn't Win

    Today I'm sharing two thoughts on Gamestop and Reddit.
    Specifically, I'm sharing why individual investors aren't winning this battle + who benefits the most from trading platforms like Robinhood (hint: not its users).  
    So if you want to learn why Gamestop stock traders were not the biggest beneficiary of last week's events, today's episode is for you. 

    • 7 min
    How to Maximize Your Return on Cash w/ Gary Zimmerman

    How to Maximize Your Return on Cash w/ Gary Zimmerman

    Today we’re talking about cash!
     
    I’m joined by Gary Zimmerman, founder of MaxMyInterest (MAX), an online platform that helps you earn a higher return on your cash savings. 
     
    The best part about MAX?
     
    You can keep your existing banking relationship!
     
    So if you want to learn more about MAX and how to boost the yield on your cash, you’re going to love this episode.

    • 34 min
    Two Economic Stories You're Not Hearing About

    Two Economic Stories You're Not Hearing About

    Today - with help from Morgan Housel - I'm highlighting two economic stories that are flying under the radar.
    The first story is that Americans might be in the best financial shape they’ve ever been in.
    And the second is that a large percentage of Americans don’t agree with the first story.
    Why?
    Because they’re in the worst financial shape they’ve ever been in.
    Tune in to learn more. 

    • 15 min

Customer Reviews

4.7 out of 5
213 Ratings

213 Ratings

KateS802 ,

Easy to digest financial advice!

I’ve been looking for a simple, clear and concise podcast without the theatrics and I’ve finally found it! I’m a new investor in my mid-20s, not the target audience but I still gain a lot from this episodes.

Albert_Tunes ,

Smart listen

The author shares good information without and distraction or filler. I highly suggest that everyone use this information to improve their financial lives and futures.

Sarita7981 ,

Like the new format

Keep up the good info and short podcasts - easy for busy people to listen to a good nugget

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