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 funds (or t-bill) as a bond alternative? What should investors
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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...
Bonds are down 20%+ over the past three years. Meanwhile, risky asset classes (like U.S. stocks) are UP ~30% during the same period....
Today I'm sharing nine fun facts about the economy, markets, and retirement. Along with being entertaining, these facts bring import...
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 ...
Investors underperform the funds they invest in year after year by almost 2%.🤯 Not because of fees or taxes...but because of poor...
In this episode, we're answering listener questions! Specifically, guest host Jeremy Schneider is answering questions like: Wha...
Today I'm discussing a new retirement withdrawal strategy. The strategy is simple + allows retirees to (safely) spend more money tha...
Today I'm talking about "the best investment." Specifically, I'm answering three questions: How do we define "best investment?"...
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, IRA’s, 401(k)’s, retirement income strategies, insurance, pensions, investments, social security, and more!
Every episode will give you actionable tips to help you preserve your hard-earned money and “stay wealthy” in retirement.
Proud Member of the Retirement Podcast Network.
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.
Filter by topic
The Stay Wealthy Retirement Show 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, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, investments, social security, and more.
Every episode will give you actionable tips and tools you need to preserve your hard-earned money and "stay wealthy" in retirement.
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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