Stay Wealthy Retirement Podcast

著者： Taylor Schulte CFP®
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  • サマリー

  • 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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あらすじ・解説

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.
個人ファイナンス 経済学
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エピソード
  • How to Spend More, Stress Less, and Retire Sooner

    How to Spend More, Stress Less, and Retire Sooner
    2025/05/01

    "I'll just work a few more years."

    It's the retirement safety net millions of Americans often count on.

    In large part because the financial industry has convinced everyone that retiring later is the most sensible backup plan if your savings fall short.

    But what if this common advice is actually setting you up for one of the most costly mistakes of your life?

    In this episode, I'm sharing why the real danger may not be running out of money in retirement, but rather working too long.

    I’m also sharing why choosing the right withdrawal strategy may help you retire sooner AND give you more confidence to spend in retirement.

    ***

    2025 TAX CHEATSHEET

    Subscribe to the Stay Wealthy Retirement Newsletter!

    As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).

    You'll also receive weekly retirement and investing tips from yours truly.

    👉 Click here to subscribe and grab your cheatsheet.

    ***

    EPISODE RESOURCES:

    📊 Get Your FREE Retirement & Tax Analysis!

    ✏️ Grab the Episode Show Notes
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    17 分
  • How Tariffs Actually Work (And Why They're Shaking the Market)

    How Tariffs Actually Work (And Why They're Shaking the Market)
    2025/04/10

    Today I'm diving into the tariff-induced market mania that has been dominating every news headline.

    Specifically, I'm joined by Cullen Roche, monetary economics expert and founder of Discipline Funds, to discuss three important things:

    ► How tariffs actually work and why economists across the political spectrum overwhelmingly agree they are bad

    ► What the recent tariff proposal means for the economy (and American consumers)

    ► What yesterday’s "90-day pause" means for the markets going forward

    We also discuss how retirement investors should approach their portfolios during this period of economic uncertainty + what changes are prudent to make.

    ***

    2025 TAX CHEATSHEET

    Subscribe to the Stay Wealthy Retirement Newsletter!

    As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).

    You'll also receive weekly retirement and investing tips from yours truly.

    👉 Click here to subscribe and grab your cheatsheet.

    ***

    EPISODE RESOURCES:

    📊 Get Your FREE Retirement & Tax Analysis!

    ✏️ Grab the Episode Show Notes
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    58 分
  • ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype

    ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype
    2025/03/20

    ESG investing is exploding in popularity—but it's also a giant, confusing mess.

    Over $35 trillion in global assets now follow ESG guidelines. 🤯

    But despite the rapid growth, most retirement investors still don't fully understand ESG investing...

    ...or how to spot legitimate ESG strategies from clever marketing hype.

    To help break through the confusion, Liz Simmie joins me to discuss:

    ➤ What ESG investing is and how it differs from Socially Responsible Investing (SRI)

    ➤ How retirement savers should evaluate ESG funds, particularly in terms of cost and performance

    ➤ The #1 data point Liz screens for when evaluating an ESG investment

    We also explore how investors can cut through ESG marketing hype to find genuinely responsible investment solutions.

    ***

    2025 TAX CHEATSHEET

    Subscribe to the Stay Wealthy Retirement Newsletter!

    As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).

    You'll also receive weekly retirement and investing tips from yours truly.

    👉 Click here to subscribe and grab your cheatsheet.

    ***

    EPISODE RESOURCES:

    📊 Get Your FREE Retirement & Tax Analysis!

    ✏️ View the Episode Show Notes
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    36 分

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