Stay Wealthy Retirement Podcast
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Why the Happiest Retirees Spend Their Money Differently
35 mins; April 02, 2026
Why 59% of Stocks Destroy Wealth (And What Smart Retirees Do About It)
19 mins; March 26, 2026
The Roth Conversion Rule Almost Nobody Explains Correctly (4 Scenarios That Make It Simple)
19 mins; March 19, 2026
5 Withdrawal Strategies to Boost Retirement Income (And How High You Can Really Go)
29 mins; March 12, 2026
Why Healthcare Before Medicare Shouldn't Stop You From Retiring Early
27 mins; March 05, 2026
The Retirement Income Mistake That Costs Investors Up to 6% Per Year
19 mins; February 26, 2026
The Retirement Risk That Changes Everything
14 mins; February 19, 2026
Why a Stock Market Crash Won't Ruin Your Retirement (and What Actually Will)
16 mins; February 12, 2026
Annuities Explained: When Guarantees Help—and When They Hurt Your Retirement
29 mins; February 05, 2026
The Best Investment for Your Retirement (It's Not What You Think)
20 mins; January 29, 2026
What Happens to Your Taxes When a Spouse Dies (And How to Plan Ahead)
17 mins; January 22, 2026
How to Use 2026 Market Outlooks to Plan for Retirement
19 mins; January 15, 2026
2026 Tax Changes Explained (Including 2 Rules Causing Confusion)
20 mins; January 13, 2026
The 7 Questions That Shape a Confident Retirement
16 mins; January 08, 2026
7 Investing Facts Every Retirement Saver Needs to Hear
25 mins; December 18, 2025
3 Tax Planning Strategies Most Retirement Investors Overlook
28 mins; December 11, 2025
"Happy Thanksgiving (Yes, Even the Jerks)": Wisdom from Warren Buffett
19 mins; November 27, 2025
The S&P 500 Trap: Why the "Safe" Choice Is Actually Risky for Retirees
19 mins; November 20, 2025
Why Retirees Fear Running Out of Money — Even Though They Rarely Do
17 mins; November 06, 2025
The Truth About Long-Term Care Insurance (and When to Buy It)
27 mins; October 30, 2025
Long-Term Care: A 5-Step Process to Determine If You Can "Self-Fund"
16 mins; October 23, 2025
8 Red Flags You're About to Get Scammed
19 mins; October 16, 2025
6 Reasons Why Delaying Social Security Might Hurt Your Retirement
16 mins; October 09, 2025
7 Signs You're Closer to Retirement Than You Think
16 mins; September 25, 2025
Medicare's Future: Rising Costs, Fewer Perks, and Hidden Traps
19 mins; September 18, 2025
Life Insurance Simplified: Smart Strategies for Protecting Your Retirement
20 mins; September 11, 2025
How to Avoid Retirement's Biggest Blind Spots Before It's Too Late
43 mins; August 28, 2025
RMDs Unpacked: The Math Behind Your Required Distributions (and Tax Strategy)
14 mins; August 21, 2025
Why the New Target Retirement Age Is 58 (And How You Can Do It Too)
13 mins; August 07, 2025
Retirement's Big Shift: How the Rules Change After $1 Million
34 mins; July 24, 2025
3 Overlooked Threats to a Fulfilling Retirement
13 mins; July 17, 2025
5 Ways the 'One Big Beautiful Bill' Impacts Your Retirement
19 mins; July 10, 2025
How to Retire at 62 (Even If You Feel "Behind")
15 mins; June 26, 2025
Why 37% of Retirees Have Regrets (And How to Avoid Them)
10 mins; June 13, 2025
The Hidden Risk of "High-Yield" Cash in Retirement
12 mins; June 05, 2025
7 Pitfalls to Avoid If You Want to Stay Retired
16 mins; May 15, 2025
How to Spend More, Stress Less, and Retire Sooner
17 mins; May 01, 2025
How Tariffs Actually Work (And Why They're Shaking the Market)
58 mins; April 10, 2025
ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype
35 mins; March 20, 2025
3 Ways to Boost Retirement Income
18 mins; March 06, 2025
The Biggest Retirement Investment Risk: How to Protect Your Portfolio
13 mins; February 13, 2025
3 Ways to Reduce Medicare IRMAA (Now and in the Future!)
21 mins; January 30, 2025
2025 Market Outlook: Planning for Uncertainty
16 mins; January 16, 2025
How to Evaluate Financial Advisors: A Step-by-Step Guide
23 mins; January 09, 2025
12 Insightful (and Unbelievable!) Statistics About Markets & Investing
17 mins; December 19, 2024
Fixing the Housing Market, Trump's Tariffs, What's Next for Our Economy (and More!)
33 mins; December 12, 2024
5 Steps to Overcome Retirement Spending Challenges
31 mins; December 05, 2024
How to Invest In Emerging Markets
37 mins; November 21, 2024
Why You Are (Probably) Planning for the Wrong Things in Retirement
32 mins; November 07, 2024
4 Ways to (Tax-Efficiently) Diversify Concentrated Investments
33 mins; October 24, 2024
Small Cap Value (Part 3): How to Choose the Right Fund and Take Action
16 mins; October 10, 2024
Small Cap Value (Part 2): How to Reduce Risk + Improve Returns
15 mins; September 26, 2024
Small Cap Value (Part 1): Is This Popular Strategy Dead?
18 mins; September 12, 2024
Retirement, Taxes, and Investment Underperformance
28 mins; August 29, 2024
5 Surprising Investing Facts That You've (Probably) Never Heard
21 mins; August 15, 2024
Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)
47 mins; July 31, 2024
5 Strategies to Take Control of Your Required Minimum Distributions (RMDs)
29 mins; July 18, 2024
Dividend Investing (Part 4): Answering Top Listener Questions
25 mins; June 27, 2024
Dividend Investing (Part 3): A More "Flexible" Dividend Strategy
18 mins; June 06, 2024
Dividend Investing (Part 2): Three Reasons Why Dividend Strategies Underperform
19 mins; May 22, 2024
Dividend Investing (Part 1): Making Money While You Sleep
19 mins; May 09, 2024
How to Protect Yourself From Financial Scams (+ New Resources)
14 mins; April 25, 2024
The Best Retirement Account, Making Investment Changes, and More!
23 mins; April 03, 2024
Inflation: Why Does Everything (Still) Feel So Expensive?
11 mins; March 21, 2024
Roth Conversions and the 5-Year Rule (Explained!)
25 mins; March 07, 2024
4 (Little-Known) Retirement Planning Misconceptions
44 mins; February 21, 2024
How to Invest During an Election Year
16 mins; February 08, 2024
Why We Need to Stop Talking About "Paying Off the National Debt"
42 mins; January 25, 2024
How to Evaluate (and Choose) a Financial Advisor
22 mins; January 11, 2024
2024 Market Outlook: Why We Should Prepare for a Crash
16 mins; January 04, 2024
4 Retirement and Tax Planning Updates for 2024
19 mins; December 21, 2023
Is Tax-Loss Harvesting Worth It?
19 mins; December 14, 2023
3 Big Medicare Pitfalls to Avoid (In 2024)
14 mins; November 30, 2023
Part 2: What the %@#! Is Happening to Bonds
23 mins; November 08, 2023
Part 1: What the %@#! Is Happening to Bonds
25 mins; October 26, 2023
9 Fun (and Useful!) Facts About Investing & Retirement
18 mins; October 19, 2023
Credit Freeze: Top 5 (Listener!) Questions Answered
12 mins; October 04, 2023
What the Media Won't Tell You About Inflation
12 mins; September 27, 2023
The Behavior Gap: How Retirement Investors Can Avoid It
14 mins; September 14, 2023
3 Financial Scams to Watch Out For in 2023
20 mins; September 06, 2023
Listener Q&A: Early Retirement Pitfalls, Best Index Funds to Invest In, and More!
32 mins; August 30, 2023
Why You Shouldn't Care About Your Credit Score
20 mins; August 23, 2023
Backdoor Roth IRA: What It Is, Pros + Cons, and How to Execute
9 mins; August 16, 2023
How to Prepare Loved Ones for When You Die
17 mins; August 09, 2023
A New (and Simple!) Strategy to Boost Retirement Income
18 mins; August 02, 2023
The Best Investment
14 mins; July 26, 2023
3 (More) Reasons NOT to Do Roth Conversions
19 mins; July 12, 2023
Why Cash Is Not a Great Investment (Even With a 5% Yield!)
12 mins; June 21, 2023
International Stocks: 3 Reasons Why Retirement Investors Should Own Them
20 mins; June 07, 2023
Phil-in the Gaps: Why Alternative Investments Belong in Your Retirement Portfolio
51 mins; May 03, 2023
The Bond Market is Flashing a Recession Warning
15 mins; April 26, 2023
Why You Shouldn't Be Surprised By Your Investment Returns
51 mins; April 05, 2023
The Banking Crisis: 3 Things Retirement Investors Need to Know
13 mins; March 29, 2023
Two (Real Life) Retirement Planning Case Studies
33 mins; March 22, 2023
The Biggest Risk
9 mins; March 15, 2023
Alternative Investments: Should You Invest in Them?
17 mins; March 01, 2023
January Inflation: Why Prices Are Rising Again
8 mins; February 15, 2023
How to Invest for Retirement in an Uncertain Market
17 mins; February 08, 2023
Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions
25 mins; February 02, 2023
Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor
24 mins; January 25, 2023