Taylor Schulte, CFP®
Stay Wealthy Retirement PodcastEpisodes
Episodes of Stay Wealthy Retirement Podcast
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Today I'm sharing a story about a couple who lost $2 million to an investment scam. I'm also sharing (new!) resources to help protect your personal data in 2024. Financial scams are getting more sophisticated and losses are skyrocketing. In fac
There is no shortage of questions when it comes to navigating and planning for retirement. ➤ How much do I need to save? ➤ How do I optimize my tax bill and avoid overpaying the IRS? ➤ When do I take Social Security? ➤ What should I invest i
Inflation hit a 40-year high of 9.1% in June 2022. Today, inflation is hovering around 3%. If inflation is back in line with long-term historical averages, why does everything still feel so expensive? When voters were asked what they would most
Want an easy way to learn how the "Roth 5-Year Rule" affects your unique situation? Subscribe to the Stay Wealthy Retirement Newsletter. As a thank you, you'll receive my one-page flowchart (PDF) for navigating this confusing rule. 👉 Click he
Today I'm talking through four (rarely-discussed) retirement planning misconceptions. In fact, some of these misconceptions might not be misconceptions at all... ...they might be concepts that you've never even considered! For example, is retir
It's an election year. As a result, many retirement investors believe that the market MUST be in for a wild ride. But is that true? Over the last 100 years, how have markets behaved during election years? What have been the best and worst retu
The U.S. national debt recently crossed $34 trillion. Without causing some serious pain, paying off this debt is nearly impossible to do. We would have to dramatically cut spending in some VERY important areas, increase taxes, or both. This deb
With over 300,000 in the U.S., finding a financial advisor is easy. On the other hand, properly evaluating an advisor AND choosing the right expert to help with your unique needs is a challenging task. To help, I'm providing an actionable frame
Today I'm talking about stock market predictions. Specifically, I'm sharing: ‣ What happened in the markets in 2023 ‣ What may lie ahead for us in 2024 ‣ Why we should prepare for the biggest crash of our lifetime I'm also sharing an exciting a
Today I’m sharing 4 (important!) retirement and tax planning updates for 2024. I'm also sharing my freshly updated two-page tax cheatsheet 😊 One listener recently said: "This is the best two-page cheat sheet that I've seen! I do a lot of plann
Year-end is a popular time for tax planning strategies. Roth conversions. Charitable gifts. Squeezing in those final tax-deductible contributions. And, of course, the crowd favorite...good ol’ tax-loss harvesting! ‣ Who should consider tax-loss
Navigating the Medicare world is confusing and challenging. As a result, many retirees make Medicare decisions without clearly understanding the long-term implications. Long-term implications that, in worst-case scenarios, can put a retirement
In part two of my series on bonds, I'm tackling three BIG questions: 1.) With cash yielding 5%, does it make sense to use money market funds (or t-bill) as a bond alternative? 2.) What should investors do if they own the wrong bonds and need to
Bonds are down 20%+ over the past three years. Meanwhile, riskier asset classes (like U.S. stocks) are UP ~30% during the same period. ‣ What the %@#! is happening to bonds right now? ‣ Why are safe asset classes down double digits while risky
Today I'm sharing nine fun facts about the economy, markets, and retirement. Along with being entertaining, these facts bring important planning topics to the surface. They also help to address and answer common questions. For example: ‣ How
Everyone should freeze their credit. But most retirement savers I talk to have not tackled this simple (and free!) task. After commenting briefly about credit freezes in an episode last month, I've received dozens of GREAT questions from listen
Last June, inflation hit a 40-year high of 9.1%. Since then, it’s been falling month over month, hitting 3.2% in July of this year. The Fed’s aggressive rate hikes seemed to be doing their job, and their 2% inflation target appeared to be in si
Year after year, investors underperform the funds they invest in by almost 2%. 🤯 Not because of fees or taxes...but because of poorly-timed investing decisions. In today's episode, I'm sharing the results of this year's "Mind the Gap" study fr
Consumers reported losing nearly $9 billion to fraud in 2022 — a 30% increase from the year prior. And those are just the incidents that are reported. In fact, some reports suggest that the ACTUAL amount is closer to $40 billion! One thing ever
In this episode, we're answering listener questions! Specifically, guest host Jeremy Schneider is answering questions like: What are the best index funds to invest in How do you access retirement money early What are the little-known pitfalls
Almost every day, I (guest host Jeremy Schneider) hear someone mention their credit score. After being in school our entire young lives, we must all crave for someone to give us another grade. And when the ol’ FICO corporation is slapping a big
Today we're talking about the Backdoor Roth IRA. Specifically, guest host Jeremy Schneider is sharing: What the Backdoor Roth IRA strategy is Why you should (or shouldn't) pursue it How to execute it the right way If you're interested in lear
If YOU were to unexpectedly die tomorrow, would your loved ones know how to access your information? Your bank accounts? Insurance policies? Debts? Access to your home and car? Your devices? Approximately 2/3 of Americans don't have any estate
Today I'm discussing a new retirement withdrawal strategy. The strategy is simple + allows retirees to (safely) spend more money than the 4% rule. It also protects against one of the biggest threats to retirement—Sequence Risk! If you want to
What separates a good investment from a bad one? How do you evaluate different investment options? Why are some very well-known metrics flawed and problematic? I'm answering these questions + sharing a personal story that caused me to change my
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