Stay Wealthy Retirement Podcast
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Financial Advisors (Part 3): What Fees Do Financial Advisors Charge
57 mins; January 18, 2023
Financial Advisors (Part 2): The 5 Different Types of Advisors
20 mins; December 15, 2022
Financial Advisors (Part 1): What Are They + What Do They Do
20 mins; December 08, 2022
Should Retirement Savers Own Bonds?
23 mins; November 22, 2022
3 Important Facts About State Taxes in Retirement
15 mins; November 08, 2022
3 Retirement and Tax Planning Updates for 2023
13 mins; October 19, 2022
How to Invest During a Lost Decade
16 mins; October 11, 2022
Why Are Markets Falling (and How Did We Get Here)
24 mins; October 04, 2022
What Does an Inverted Yield Curve Mean for Retirement Investors
11 mins; September 20, 2022
Tax-Loss Harvesting (Part 3): Answering Three Important Questions
23 mins; September 13, 2022
Tax-Loss Harvesting (Part 2): Who Benefits the Most?
16 mins; August 30, 2022
Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know
24 mins; August 24, 2022
Zero Inflation, Buffer ETFs, and Social Security Increases
21 mins; August 16, 2022
The Risk of Deflation
11 mins; August 09, 2022
The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy
22 mins; July 26, 2022
How to Invest for Kids (and Grandkids!)
30 mins; July 19, 2022
Series I Bonds: Should Retirement Savers Invest in Them for Inflation Protection?
20 mins; July 12, 2022
Huge Tax Bills at Vanguard: What Retirement Savers Need to Know
33 mins; July 05, 2022
10 Reasons You Should Avoid Indexed Universal Life Insurance (IUL)
36 mins; June 28, 2022
How to Reduce Medicare IRMAA in 2022
7 mins; June 23, 2022
Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits
42 mins; June 21, 2022
3 Key Takeaways on Inflation from the May CPI Report
24 mins; June 15, 2022
Why Are TIPS (Inflation-Protected Bonds) Losing Money?
10 mins; June 09, 2022
3 Big Retirement Mistakes (and How to Sidestep Them)
25 mins; June 07, 2022
Bonds, Recessions, and Withdrawing Money in Retirement
24 mins; May 25, 2022
Financial Scam Alert + 3 Ways to Protect Yourself (and Your Loved Ones!) in Retirement
15 mins; May 04, 2022
Why You Shouldn't "Buy the Dip"
37 mins; April 19, 2022
Inflation Spiked: How Should Retirement Savers Respond
6 mins; April 14, 2022
Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You
24 mins; April 05, 2022
Roth Conversions Part 1: What, How, and Why
14 mins; March 23, 2022
Why I Was Wrong About Inflation + The Probability of a Recession
14 mins; March 15, 2022
5 Reasons NOT to Do a Roth Conversion in 2022
25 mins; March 01, 2022
Inflation Part 2: How Inflation Will Affect Your Tax Bill
16 mins; February 22, 2022
Inflation Part 1: Five Things Retirement Savers Need to Know
13 mins; February 09, 2022
Why the Stock Market Is Falling (And How to Respond!)
17 mins; February 01, 2022
Life Insurance Part 2: Academic Use Cases, Evaluating Old Policies, Helpful Resources, and More!
27 mins; January 25, 2022
Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks
21 mins; January 18, 2022
How to Prepare for Tech Bubble 2.0
7 mins; January 11, 2022
Why You Should Pay Attention to Stock Market Forecasts
14 mins; January 05, 2022
Stay Wealthy Giveaway + What You Need to Ask Your Insurance Company (ASAP!)
12 mins; December 21, 2021
Should You Include Social Security in Your Retirement Plan?
9 mins; December 07, 2021
Investing in Real Estate: Key Findings from a Comprehensive 22-Year Study
9 mins; November 30, 2021
11 Surprising Facts About Tax Planning, Investing, and Retirement
17 mins; November 23, 2021
I Made a Mistake + Equity Compensation Part 2
21 mins; November 16, 2021
Equity Compensation Part 1: RSU's, ESPP's, and Little-Known Risks
23 mins; November 02, 2021
Inflation: The SPOOKIEST Threat to Your Retirement...or is It?
16 mins; October 26, 2021
Preferred Stocks: Everything Retirement Savers Need to Know
10 mins; October 19, 2021
U.S. National Debt: How Will We Ever Pay Off $28 Trillion?
10 mins; October 05, 2021
The Top 3 Benefits of Market Cap Weighted Index Funds
10 mins; September 28, 2021
How to Earn a 7% Return in Today's Environment
15 mins; September 21, 2021
Why Investors Underperform by 2% Per Year + How to Improve Your Returns
8 mins; September 14, 2021
Can Required Minimum Distributions (RMDs) Cause You to Overwithdraw in Retirement?
11 mins; September 07, 2021
Retirement Income Part 4: Using Dynamic Withdrawal Strategies to Maximize Income
20 mins; August 31, 2021
Retirement Income Part 3: Immediate Annuities and Dividend Stocks + Their Pros & Cons
21 mins; August 24, 2021
Retirement Income Part 2: The 4% Rule + Why the Creator Doesn't Follow It
17 mins; August 17, 2021
Retirement Income Part 1: Why Most Retirees Will Never Draw Down Their Savings
15 mins; August 10, 2021
Buying vs Leasing: The True Cost of Owning a Car
11 mins; August 03, 2021
What Are I-Bonds + Are They a Good Investment
13 mins; July 27, 2021
Tax Planning, Legacy Planning, and Listener Q&A!
59 mins; July 20, 2021
LTC Part 2: Everything You Ought to Know About Maximizing Long Term Care Insurance Coverage
22 mins; July 13, 2021
LTC Part 1: A Step-by-Step Process to Determine if You Can Self-Fund for Long Term Care
16 mins; July 06, 2021
6 Ways to Access Retirement Funds Early
20 mins; June 29, 2021
Why I Don't Invest in Gold or Oil
23 mins; June 22, 2021
5 Reasons Index Funds May Be Bad for America
23 mins; June 15, 2021
How to Use the COVID Crash to Make Better Investing Decisions
25 mins; June 08, 2021
When Timing the Stock Market Can Actually Work
24 mins; June 01, 2021
Two Simple Tax Planning Tips + A Fun (Personal) Update
7 mins; May 25, 2021
The Right Way for Retirement Savers to Approach ESG Investing With Liz Simmie
37 mins; May 18, 2021
The Bitcoin Counterargument
24 mins; May 11, 2021
The Bullish Case for Bitcoin With Isaiah Douglass
51 mins; May 04, 2021
How I Invest My Money + The Importance of Human Capital With Lazetta Braxton
30 mins; April 27, 2021
Big Investing Mistakes, Financial Media, and More With Caleb Silver
37 mins; April 20, 2021
Robo-Advisors Part 2: Pros and Cons + Pitfalls to Watch Out For
30 mins; April 13, 2021
Should You Invest at Stock Market Highs?
18 mins; April 06, 2021
Robo-Advisors Part 1: What They Are + How to Determine if You Should Invest Your Money With One
19 mins; March 30, 2021
What Are NFTs and Should Retirement Savers Invest In Them
13 mins; March 23, 2021
Stock Market Update + 3 Portfolio Analysis Tech Tools
19 mins; March 16, 2021
ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals
27 mins; March 09, 2021
3 Favorite Tech Tools for Retirement Savers (That Have Nothing to do With Money!)
17 mins; March 02, 2021
Are We In a Stock Market Bubble?
7 mins; February 23, 2021
Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them
21 mins; February 16, 2021
Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors
15 mins; February 09, 2021
Gamestop & Reddit: Why Individual Investors Didn't Win
7 mins; February 02, 2021
How to Maximize Your Return on Cash w/ Gary Zimmerman
34 mins; January 26, 2021
Two Economic Stories You're Not Hearing About
15 mins; January 19, 2021
Value Stocks, Bitcoin, and Investing at the Top of Market
21 mins; January 12, 2021
3 Simple Year-End Tax Planning Strategies
27 mins; December 15, 2020
Tax Gain Harvesting: What is It and When to Use It
16 mins; December 01, 2020
How to Offset a Year-End Roth Conversion Tax Bill
14 mins; November 17, 2020
Investing in Bonds #4: How to Take Action and Implement
17 mins; October 27, 2020
Investing in Bonds #3: Rollin' Down the...Yield Curve
13 mins; October 20, 2020
Investing in Bonds #2: The 2 Primary Drivers of Bond Market Returns
14 mins; October 13, 2020
Investing in Bonds #1: How to Invest in Bonds + Pros & Cons
21 mins; October 06, 2020
Retirement Investing #4: Taking Action & Investing in Stocks
24 mins; September 29, 2020
Retirement Investing #3: The 4 Primary Drivers of Stock Market Returns
13 mins; September 22, 2020
Retirement Investing #2: How to Invest in Stocks + Pros and Cons
19 mins; September 15, 2020
Retirement Investing #1: The Psychology of Money with Morgan Housel
28 mins; September 08, 2020
How Much Should You Allocate to Stocks As You Approach Retirement
13 mins; August 18, 2020
The Seven Deadly Sins of Investing
25 mins; August 04, 2020
The FI/RE Movement
16 mins; July 28, 2020