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
  • 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
  • Dividend Investing (Part 2): Three Reasons Why Dividend Strategies Underperform
    May 22 2024

    Today I'm continuing our multi-part series on Dividend Investing.

    Specifically, in part two, I’m sharing:

    ➤ What the long-term performance has been for dividend-focused funds

    ➤ Why popular dividend investing charts can be incomplete (or misleading)

    ➤ The 3 primary reasons dividend strategies typically underperform

    If you want to learn more about dividend investing and why it may not be the magical solution it's often marketed as, 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
    20 mins
  • Dividend Investing (Part 1): Making Money While You Sleep
    May 9 2024

    Today I'm kicking off a multi-part series on Dividend Investing.

    While dividends are a normal occurrence in the global markets, their role in a retirement portfolio is often misunderstood.

    ➤ What is a dividend, and why do some companies pay them?

    ➤ How do they affect an investor's return?

    ➤ Where do dividends fit in the portfolio construction process?

    ➤ What are the little-known problems with this investment strategy?

    ➤ And what does my upcoming birthday have to do with dividends? 🥳

    I'm covering all of these questions (and more!) in this investing series.

    ***

    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
    19 mins

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