Stay Wealthy Retirement Podcast

The markets are off to the worst start since 1939!

Given that, I’m answering three (3) BIG questions from listeners today:

1. Why are stocks AND bonds down at the same time + what should investors be doing right now to protect their portfolio?
2. How can we improve our mindset and gain optimism in the face of negative economic outlooks?
3. What is the correct order of operations when withdrawing money in retirement?

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?

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To grab the links and resources for today's episode, click here.

Morningstar recently published its annual "State of Retirement Income" research report.

This year’s report finds the highest 30-year safe withdrawal rate for retirees is... 3.7% 🤯

In this episode, you'll learn:

► How researchers arrive at different recommended withdrawal rates

► Why popular withdrawal strategies are (likely) too conservative

► 3 proven strategies for boosting retirement income

And since there is no one-size-fits-all, you'll also learn the pros and cons of each retirement income strategy discussed!

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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.

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EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Subscribe to "The Go-Go" Retirement Newsletter

You’ve finally made it to retirement!

But what if some of the choices you’re making right now are quietly pulling you back to work?

Every year, countless retirees are forced back into the workplace.

Not because they were reckless, but because they followed advice that sounded smart and safe.

In this episode, I'm sharing 7 of the most common retirement pitfalls that can derail even the best-laid plans.

I'm also sharing our Total Retirement SystemTM—a comprehensive framework to ensure you retire once and never look back.

If you're approaching retirement (or already there) and want to avoid mistakes that force people back to work, this episode is for you.

***

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

Today I’m wrapping up our four-part series on investing in bonds by talking about...implementation!

My goal today is to help you take action.

To take what you’ve learned these last four weeks and make some meaningful improvements to your retirement portfolio.

So if you’re finally able to wrap your head around the basics of bond investing and ready to take action, today's episode is for you.

Today I’m wrapping up our stock market investing series by talking about implementation.

My goal?

To help retirement savers build a sound investment portfolio or nudge their financial advisor to make some important tweaks based on decades of academic research.

I’m sharing what to look for, pitfalls to avoid, and exactly how to go and take action.

A special guest also drops by to share some tips :)

If you’ve been throwing your money in a plain vanilla index fund and want to finally make evidence-based improvements, you’re going to love today’s episode.