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Stay Wealthy Retirement Show3 Big Medicare Pitfalls to Avoid (In...
Navigating the Medicare world is confusing and challenging. As a result, many retirees make Medicare decisions without clearly under...
Stay Wealthy Retirement ShowPart 2: What the %@#! Is Happening...
In part two of my series on bonds, I'm tackling three BIG questions: With cash yielding 5%, does it make sense to use money market...
Stay Wealthy Retirement ShowPart 1: What the %@#! Is Happening...
Bonds are down 20%+ over the past three years. Meanwhile, risky asset classes (like U.S. stocks) are UP ~30% during the same period....
Stay Wealthy Retirement Show9 Fun (and Useful!) Facts About Investing...
Today I'm sharing nine fun facts about the economy, markets, and retirement. Along with being entertaining, these facts bring import...
Stay Wealthy Retirement ShowCredit Freeze: Top 5 Questions Answered
Everyone should freeze their credit. But most retirement savers I talk to have not tackled this simple (and free!) task. After co...
Stay Wealthy Retirement ShowWhat the Media Won’t Tell You About...
Last June, inflation hit a 40-year high of 9.1%. Since then, it’s been falling monthly, hitting 3.2% in July of this year. The ...
Stay Wealthy Retirement ShowThe Behavior Gap: How Retirement Investors Can...
Investors underperform the funds they invest in year after year by almost 2%.🤯 Not because of fees or taxes...but because of poor...
Stay Wealthy Retirement Show3 Financial Scams to Watch Out For...
Consumers reported losing nearly $9 billion to fraud in 2022 -- a 30% increase from the year prior. And those are just the incident...
TAYLOR R. SCHULTE, CFP®
I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.