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Retirement, Taxes, and Investment Underperformance
In this episode, I provide key takeaways from three of the best retirement articles I read this month. The first article is about th...
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5 Surprising Facts About Investing That You’ve...
Today, I’m sharing FIVE (5) surprising statistics about the economy, markets, and retirement. For example, one stat highlights a "...
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Roth Conversions for Kids, Home Equity in...
Are you ready to get answers to some BIG retirement questions? Questions such as: What role does the equity in my home play in ...
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5 Strategies to Take Control of Your...
Required Minimum Distributions (RMDs) begin at age 73 for most retirement savers. These forced withdrawals can be a burden for those...
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Dividend Investing (Part 4): Answering Top Listener...
In this episode, I share answers to the most common questions about dividend investing. I also explain why dividend investing is not...
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Dividend Investing (Part 3): A More “Flexible”...
In today's episode, I'm sharing everything you need to know about stock buybacks. Specifically, I'm sharing: What a stock buyba...
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Dividend Investing (Part 2): Three Reasons Why...
Today I'm continuing our multi-part series on Dividend Investing. Specifically, in part two, I’m sharing: What the long-term...
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Dividend Investing (Part 1): Making Money While...
Today I'm kicking off a multi-part series on Dividend Investing. While dividends are a normal occurrence in the global markets, the...
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— ABOUT
About the Show
The Stay Wealthy Retirement Podcast will teach you how to reduce taxes, invest smarter, and make work optional in retirement.
Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like tax planning, retirement income, investing, and insurance. He also shares useful guides like How to Write a Retirement Letter to Your Employer and How to Avoid IRMAA.
Every episode will give you actionable tips to help you preserve your hard-earned money and "stay wealthy" in retirement.
This show is a proud member of the Retirement Podcast Network.
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.
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