Stay Wealthy Retirement Podcast

By: Taylor Schulte CFP®
  • Summary

  • 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.
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Episodes
  • How to Invest In Emerging Markets
    Nov 21 2024

    Emerging Markets are the world’s primary drivers of global growth (and wealth accumulation).

    Just over 50% of the world's economic output comes from these countries. 🤯

    They play a crucial role in shaping global economic trends...

    ...but most retirement investors don't fully understand this asset class.

    To help break it down for us, Emerging Markets expert and founder of Life + Liberty Indexes, Perth Tolle, stops by to discuss:

    ➤ What Emerging Markets are and why retirement savers should consider investing in this asset class

    ➤ Why traditional, low-cost Emerging Market funds may produce lower returns

    ➤ The pros/cons of excluding countries like China and Russia from an Emerging Markets fund

    We also discuss why "freedom" plays an important role in this asset class and how investors can (potentially) use freedom metrics to capture higher returns.

    ***

    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

    Show more Show less
    38 mins
  • Why You Are (Probably) Planning for the Wrong Things in Retirement
    Nov 7 2024

    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

    Show more Show less
    33 mins
  • 4 Ways to (Tax-Efficiently) Diversify Concentrated Investments
    Oct 24 2024

    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

    Show more Show less
    34 mins

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