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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  • Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)

    Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)
    2024/07/31

    Are you ready to get answers to some BIG retirement questions?

    Questions such as:

    ➤ What role does the equity in my home play in my retirement plan?

    ➤ Why should I do Roth conversions to help mitigate taxes on my kids' inheritance?

    ➤ Are closed-end funds a good investment?

    ➤ How do I properly evaluate pension vs. lump-sum decisions?

    Today on the show, I’m answering these questions (and more!) with my good friend, Roger Whitney.

    I'm also providing an update on the Retirement Podcast Network after taking a hint from 1,000+ retirement savers.

    ***

    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
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    48 分
  • 5 Strategies to Take Control of Your Required Minimum Distributions (RMDs)

    5 Strategies to Take Control of Your Required Minimum Distributions (RMDs)
    2024/07/18

    Required Minimum Distributions (RMDs) begin at age 73 for most retirement savers.

    These forced withdrawals can be a burden for those who don't need (or want) the taxable income.

    Since they are “required,” many assume that they don't have any control over their RMDs.

    But that’s not necessarily the case.

    In fact, one of the 5 strategies I'm sharing with you today allows you to delay unwanted (mandatory) distributions well past age 73 😳

    Applying these strategies and gaining control of your RMDs can potentially help you:

    ➤ Lower lifetime taxes

    ➤ Reduce catastrophic risks

    ➤ Improve risk-adjusted investment returns

    It doesn't matter if you're still working or already taking RMDs—if you want to optimize your long-term plan, you'll enjoy today's episode.

    ***

    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
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    29 分
  • Dividend Investing (Part 4): Answering Top Listener Questions

    Dividend Investing (Part 4): Answering Top Listener Questions
    2024/06/27

    In the final episode of this series, I'm answering the BEST listener questions I've received about dividend investing.

    Questions such as:

    ➤ If dividend investing is NOT a great way to create retirement income, what is?

    ➤ What dividend-focused funds should investors consider if they insist on investing for yield?

    ➤ What is the counterargument for stock buybacks? Why are some people against them?

    Tune in to hear my answers to these great questions!

    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
    続きを読む 一部表示
    26 分

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.
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