Stay Wealthy Retirement Podcast  By  cover art

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
  • 5 Strategies to Take Control of Your Required Minimum Distributions (RMDs)
    Jul 18 2024

    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

    Show more Show less
    29 mins
  • Dividend Investing (Part 4): Answering Top Listener Questions
    Jun 27 2024

    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

    Show more Show less
    26 mins
  • Dividend Investing (Part 3): A More "Flexible" Dividend Strategy
    Jun 6 2024

    In today's episode, I'm sharing everything you need to know about stock buybacks.

    Specifically, I'm sharing:

    ➤ Why stock buybacks are referred to as a "flexible" dividend

    ➤ What a stock buyback is (and how it works)

    ➤ How stock buybacks are more tax-friendly than traditional dividends

    If you want to learn more about this increasingly popular "flexible dividend" strategy, you'll enjoy this 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

    Show more Show less
    18 mins

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