An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • 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 PLANNERTM Taylor Schulte and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, I'll answer BIG financial questions and help you "stay wealthy" in retirement.

Stay Wealthy Retirement Show

The markets are off to the worst start since 1939! Given that, I’m answering three (3) BIG questions from listeners today: <ol> <li>Why are stocks AND bonds down at the same time + what should investors be doing right now to protect their portfolio?</li> <li>How can we improve our mindset and gain optimism in the face of negative economic outlooks?</li> <li>What is the correct order of operations when withdrawing money in retirement?</li> </ol> If you're asking similar questions and concerned about the current state of the markets, you're going to love this episode. Want to Lower Your Tax Bill + Improve Retirement Success? 👉 <a href="https://www.definefinancial.com/retirement-assessment/" target="_blank" rel="noopener">Click Here to Get Your FREE Retirement &amp; Tax Analysis</a> To grab the links and resources for today's episode, <a href="https://www.youstaywealthy.com/152" target="_blank" rel="noopener">click here</a>.

Bonds, Recessions, and Withdrawing Money in Retirement

Today I’m talking about investing. Specifically, I’m joined by data scientist and author, Nick Maggiulli, and we’re talking about: <ul> <li>How to invest in high inflationary environments</li> <li>Why you shouldn't “buy the dip”</li> <li>A unique formula for investing during market drawdowns</li> </ul> If you’re ready to dive into data and get answers to some of the biggest investing questions, this episode is for you. 👉 <a href="https://www.definefinancial.com/retirement-assessment" target="_blank" rel="noopener">Click here to learn more about our Free Retirement Assessment</a> For the episode show notes and links, <a href="https://www.youstaywealthy.com/150" target="_blank" rel="noopener">click here</a>.

Why You Shouldn’t “Buy the Dip”

Today I’m talking about Roth conversions. But instead of talking about why they’re so great... ...I'm sharing 5 reasons why you might NOT do them. To help, Steven Jarvis, CPA, joins me. Together, we share a handful of often-overlooked reasons that might make you pause. If you’re ready to learn why you might pass on Roth conversions (today or in the future!), today’s episode is for you. 👉 <a href="https://www.youstaywealthy.com/145" target="_blank" rel="noopener">Click Here to Access Show Notes and Links for This Episode</a>

5 Reasons NOT to Do a Roth Conversion in 2022

Today I'm tackling part two of our series on Roth conversions. Specifically, I'm sharing: <ol> <li> How to determine if a Roth conversion makes sense</li> <li> A Roth conversion case study</li> <li> Common mistakes + pitfalls to avoid</li> </ol> If you're ready to master Roth conversions and take control of your tax bill, you're going to love today's episode. Need retirement + tax planning help? 👉 <a href="https://www.definefinancial.com/retirement-assessment" target="_blank" rel="noopener">Learn more about our Free Retirement Assessment</a> For the episode show notes and links, <a href="https://www.youstaywealthy.com/148" target="_blank" rel="noopener">click here</a>.

Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You

Today I’m kicking off a 2-part series on Roth conversions. Specifically, here in part one, I’m breaking down: <ul> <li>What a Roth conversion is</li> <li>How a Roth conversion works</li> <li>Why Roth conversions are so popular</li> </ul> If you’re ready to master the basics of Roth conversions, today’s episode is for you. Need tax and retirement planning help? 👉 <a href="https://www.definefinancial.com/retirement-assessment" target="_blank" rel="noopener">Learn more about our Free Retirement Assessment</a> For the episode show notes and links, <a href="https://www.youstaywealthy.com/147" target="_blank" rel="noopener">click here</a>.

Roth Conversions Part 1: What, How, and Why

Today I'm addressing inflation (again), war, and the risk of a recession. Specifically, I'm sharing: <ul> <li>An update on the recent inflation report</li> <li>Why my previous inflation comments were wrong</li> <li>The probability of a recession + what retirement savers should be doing</li> </ul> If like most investors, you’re nervous about the current environment and looking for guidance, today’s episode is for you. Need tax and retirement planning help? 👉 <a href="https://www.definefinancial.com/retirement-assessment" target="_blank" rel="noopener">Learn more about our Free Retirement Assessment</a> For the episode show notes and links, <a href="https://www.youstaywealthy.com/146" target="_blank" rel="noopener">click here</a>.

Why I Was Wrong About Inflation + The Probability of a Recession

Inflation jumped 8.5% through March. This is the highest reported level since 1981. 😬 It was also the biggest monthly jump in prices since 2005. However...there are some tentative signs that inflation may be slowing. I share more in this episode + provide thoughts on how retirement savers might respond. 👉 <a href="https://www.definefinancial.com/retirement-assessment" target="_blank" rel="noopener">Learn more about our Free Retirement Assessment</a> For the episode show notes and links, <a href="https://www.youstaywealthy.com/149" target="_blank" rel="noopener">click here</a>.

Inflation Spiked: How Should Retirement Savers Respond

Today I’m sharing what the recent spike in inflation will do to your tax bill. Why? Because the higher inflation is, the more uneven its impact is on taxes owed by retirement savers. And nobody likes it when Uncle Sam catches them off guard! If you want to know the 6 ways inflation might impact your taxes this year, you're going to love this episode. 👉 <a href="https://www.youstaywealthy.com/144" target="_blank" rel="noopener">Click Here to Access Show Notes and Links for This Episode</a>

Inflation Part 2: How Inflation Will Affect Your Tax Bill

Today I’m talking about inflation. In 2021, consumer prices rose 7%...the largest increase in 39 years. <ul> <li>Is this good news or bad news?</li> <li>What does this mean for retirement investors?</li> <li>How should our investment strategy change in response?</li> </ul> I’m answering these questions and more! If you’re ready to address common inflation myths + learn how to take action, today’s episode is for you. 👉 <a href="https://www.youstaywealthy.com/143" target="_blank" rel="noopener">Access the Show Notes for This Episode</a>

Inflation Part 1: Five Things Retirement Savers Need to Know

Today I’m sharing details about a (new) popular financial scam. To help you stay safe, I’m also sharing 3 ways to stay safe and protect yourself in retirement. (Hint: your "complex" password may not be as secure as you think. 😲) If you want to learn about this sophisticated financial scam + tips for protecting your family, this episode is for you. Need Retirement &amp; Tax Planning help? <a href="https://www.definefinancial.com/retirement-assessment" target="_blank" rel="noopener">Click here to learn more about our Free Retirement AssessmentTM.</a> For the episode show notes and links, <a href="https://www.youstaywealthy.com/150" target="_blank" rel="noopener">click here</a>.

Financial Scam Alert + 3 Ways to Protect Yourself (and Your Loved Ones!) in Retirement

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