Cover image of Stay Wealthy Retirement Show

Stay Wealthy Retirement Show

An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • Make Work OptionalDo you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the n... Read more

Ranked #1

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Traditional or Roth: Breaking Down Retirement Accounts

Traditional or Roth: Breaking Down Retirement Accounts

Just about everyone saving for retirement is faced with the option: Traditional or Roth.  It doesn't matter if you are s... Read more

19 Jun 2018

33mins

Ranked #2

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Want to Retire? Avoid These Three Tragic Investing Mistakes

Want to Retire? Avoid These Three Tragic Investing Mistakes

When it comes to investing, historical returns show us that, for the most part, a buy-and-hold strategy will always outp... Read more

30 Apr 2019

42mins

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Ranked #3

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How to Lower Taxes in Retirement

How to Lower Taxes in Retirement

Are you a working professional? If so, now is the perfect time to make smart moves to lower taxes in retirement. Nearing... Read more

5 Mar 2019

34mins

Ranked #4

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Dividend Stocks: 5 Reasons to Stay Away

Dividend Stocks: 5 Reasons to Stay Away

Search "dividend stocks" and Google will return over fifty million results in less than half of a second. Dividend stock... Read more

3 Jul 2018

37mins

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Ranked #5

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How to Invest for a 30+ Year Retirement with Ashby Daniels, CFP®

How to Invest for a 30+ Year Retirement with Ashby Daniels, CFP®

Retirement planning expert, Ashby Daniels, CFP® joins us on the show today to talk about how to properly plan and invest... Read more

25 Jun 2019

46mins

Ranked #6

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Top 3 Tax Saving Tips That Fly Under the Radar

Top 3 Tax Saving Tips That Fly Under the Radar

Right now is the perfect time to start thinking about your 2018 tax bill. Not year-end. Not the first week of April just... Read more

11 Sep 2018

35mins

Ranked #7

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The Correct Order for Saving & Investing Your Money

The Correct Order for Saving & Investing Your Money

Today I'm sharing the correct order for saving and investing your retirement dollars.  Most people think the first stop ... Read more

4 Feb 2020

25mins

Ranked #8

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Financial Myth #2: It's Dangerous to Invest at Market Highs

Financial Myth #2: It's Dangerous to Invest at Market Highs

The stock market has been screaming upwards for over 10 years now. Many are worried about putting their hard-earned mone... Read more

26 Nov 2019

17mins

Ranked #9

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ETFs Rule, Mutual Funds Drool with Ryan Kirlin

ETFs Rule, Mutual Funds Drool with Ryan Kirlin

Without question, you have heard of Exchange Traded Funds, also commonly referred to as ETFs. It's a complex topic so I ... Read more

1 Oct 2019

45mins

Ranked #10

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Financial Myth #1: If Interest Rates Rise, Bonds Will Lose Money

Financial Myth #1: If Interest Rates Rise, Bonds Will Lose Money

Interest rates are at record low levels. The bond market in an almost 40-year year bull market. It's very possible you h... Read more

12 Nov 2019

12mins

Ranked #11

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These 3 Social Security Changes in 2020 Don't Just Affect Retirees

These 3 Social Security Changes in 2020 Don't Just Affect Retirees

There are roughly 69 million Social Security beneficiaries in the U.S. And these beneficiaries will be witnessing a few ... Read more

15 Oct 2019

14mins

Ranked #12

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10 Biggest Mistakes to Avoid When Hiring a Financial Advisor

10 Biggest Mistakes to Avoid When Hiring a Financial Advisor

Did you know anyone can call themselves a financial advisor? Or a financial planner, a wealth manager, an investment man... Read more

19 Feb 2019

32mins

Ranked #13

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How to Invest in Emerging Markets and Why Most Are Doing it Wrong with Perth Tolle

How to Invest in Emerging Markets and Why Most Are Doing it Wrong with Perth Tolle

Perth Tolle is the founder of Life and Liberty Indexes. And she allocates over 50% of her hard-earned money to emerging ... Read more

29 Oct 2019

33mins

Ranked #14

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Retirement Starts Today Radio: Taylor Schulte on Navigating Turbulent Markets

Retirement Starts Today Radio: Taylor Schulte on Navigating Turbulent Markets

In case you missed it, market volatility is back.  On January 26th, we saw the stock market go from hitting a record hig... Read more

6 Mar 2018

23mins

Ranked #15

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Your Old 401(k): to Rollover, or Not to Rollover

Your Old 401(k): to Rollover, or Not to Rollover

Did you know? The average cost per year for a 401(k) participant is 2.2% of their account balance, according to SmartAss... Read more

20 Nov 2018

26mins

Ranked #16

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Should You Sell Stocks Now?

Should You Sell Stocks Now?

Should You Sell Stocks Now? After 9 years of stock market gains, many of you are wondering if now is a good time to sell... Read more

5 Jun 2018

30mins

Ranked #17

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Financial Myth #4: A Traditional 401(k) is Better Than a Roth 401(k) When Saving for Retirement

Financial Myth #4: A Traditional 401(k) is Better Than a Roth 401(k) When Saving for Retirement

When you contribute to retirement accounts, you typically have two options: Contribute pre-tax dollars today, pay taxes... Read more

7 Jan 2020

12mins

Ranked #18

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How to Buy Life Insurance the Smart Way

How to Buy Life Insurance the Smart Way

Life insurance is wildly misunderstood and often oversold.  In today's episode, we take a deep dive into the world of li... Read more

28 Aug 2018

40mins

Ranked #19

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529 Accounts: Three Things That Are More Important

529 Accounts: Three Things That Are More Important

“Better start planning for college!” – Every financial planner when you tell them you’re having a baby Speaking of havin... Read more

23 Oct 2018

15mins

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