Stay Wealthy Retirement Podcast
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Stay Wealthy Retirement Podcast
An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments i...
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251 επεισόδια
Why a Stock Market Crash Won't Ruin Your Retirement (and What Actually Will)
Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments.
See how they fit together i...
Annuities Explained: When Guarantees Help—and When They Hurt Your Retirement
Annuities are often sold as a simple solution to a complicated retirement problem.
Guaranteed income. Protection from market volatility. Peace o...
The Best Investment for Your Retirement (It's Not What You Think)
What makes an investment "good?"
It seems like a straightforward question, but the answer is more subjective than most people realize.
Re...
What Happens to Your Taxes When a Spouse Dies (And How to Plan Ahead)
After decades of filing taxes together, most couples assume their retirement plan will continue largely unchanged if one spouse passes away.
But...
How to Use 2026 Market Outlooks to Plan for Retirement
Every year, Wall Street rolls out its market predictions.
Targets get published, expectations get set, and the headlines make it sound like the...
2026 Tax Changes Explained (Including 2 Rules Causing Confusion)
Every January, we go through the same routine.
Limits adjust, brackets shift, and most years it's just a quick refresh.
But 2026 is differ...
The 7 Questions That Shape a Confident Retirement
After decades of saving and doing the right things, most people expect retirement to feel clear.
But for many, it doesn't.
Not necessaril...
7 Investing Facts Every Retirement Saver Needs to Hear
It's that time of year again—time to step back from the complex tax strategies, Roth conversion debates, and retirement planning deep dives… and have...
3 Tax Planning Strategies Most Retirement Investors Overlook
💥 Download the freshly updated 2026 Tax Planning Cheat Sheet (PDF): www.youstaywealthy.com/cheatsheet
***
Most year-end tax advice is gen...
"Happy Thanksgiving (Yes, Even the Jerks)": Wisdom from Warren Buffett
The Oracle of Omaha is officially "going quiet."
In a rare and deeply personal announcement, Warren Buffett published what appears to be his fi...
Why Retirees Fear Running Out of Money — Even Though They Rarely Do
Everyone fears running out of money in retirement—even millionaires.
What most people don't realize is that research shows most retirees rarely...
The Truth About Long-Term Care Insurance (and When to Buy It)
Sales of "traditional" long-term care insurance have fallen 92% since 2002.
Meanwhile, hybrid policies have surged to over 500,000 sales a year....
Long-Term Care: A 5-Step Process to Determine If You Can "Self-Fund"
You've heard it before—70% of Americans over 65 will need long-term care.
While that number is technically true, it's also misleading.
Bec...
8 Red Flags You’re About to Get Scammed
Americans lost a record $16 billion to scams in 2024—nearly 40% from investment fraud alone.
The trend is moving in the wrong direction.
...
6 Reasons Why Delaying Social Security Might Hurt Your Retirement
Most experts say the smartest Social Security move is to wait until age 70 to claim.
On paper, the logic seems simple—delay claiming, and you'll...
7 Signs You’re Closer to Retirement Than You Think
We've been told our whole lives that retirement happens at 65—maybe 62 if you're lucky.
But in my experience, that traditional timeline isn't al...
Medicare’s Future: Rising Costs, Fewer Perks, and Hidden Traps
Even if you're not on Medicare right now, chances are someone you love is—and sooner or later, you'll face those decisions yourself.
That's why...
Life Insurance Simplified: Smart Strategies for Protecting Your Retirement
Despite making insurance decisions almost daily, many retirement savers don't truly understand what they're buying or why they need it.
In today...
How to Avoid Retirement's Biggest Blind Spots Before It's Too Late
Retirement is about so much more than money—it's a complete life transition.
In this episode, I'm sharing my recent conversation with Adam Cmejl...
RMDs Unpacked: The Math Behind Your Required Distributions (and Tax Strategy)
Required Minimum Distributions (RMDs) could force you to withdraw as much as 15% of your retirement account balance in a single year.
But do RMD...
Why the New Target Retirement Age Is 58 (And How You Can Do It Too)
Is retiring in your 50s actually realistic for everyday Americans?
According to a recent NerdWallet survey, the average target retirement age fo...
Retirement's Big Shift: How the Rules Change After $1 Million
What if everything you've learned about money completely changes once you cross the $1 million mark?
Many people think a healthy 7-figure nest e...
3 Overlooked Threats to a Fulfilling Retirement
A recent study reported that 76% of retirees regret not saving more money.
But after working with hundreds of successful retirees and analyzing...
5 Ways the 'One Big Beautiful Bill' Impacts Your Retirement
Wondering how the new 'One Big Beautiful Bill Act' affects you and your retirement plan?
Don't want to read 870 pages of Congressional jargon?
How to Retire at 62 (Even If You Feel "Behind")
Think you need millions of dollars to retire comfortably? Think again.
Most people believe they're "behind" on retirement savings because they'r...
Why 37% of Retirees Have Regrets (And How to Avoid Them)
"I planned for 30 years of expenses—but zero years of purpose."
This was a recent client's confession, and she's not alone.
In fact, nearl...
The Hidden Risk of "High-Yield" Cash in Retirement
"Cash is king" has guided investors since the 1987 market crash.
But what if this so-called "king" is actually putting your retirement plan at r...
7 Pitfalls to Avoid If You Want to Stay Retired
You've finally made it to retirement!
But what if some of the choices you're making right now are quietly pulling you back to work?
Every...
How to Spend More, Stress Less, and Retire Sooner
"I'll just work a few more years."
It's the retirement safety net millions of Americans often count on.
In large part because the financia...
How Tariffs Actually Work (And Why They're Shaking the Market)
Today I'm diving into the tariff-induced market mania that has been dominating every news headline.
Specifically, I'm joined by Cullen Roche, mo...
ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype
ESG investing is exploding in popularity—but it's also a giant, confusing mess.
Over $35 trillion in global assets now follow ESG guidelines. 🤯...
3 Ways to Boost Retirement Income
Morningstar recently published its annual "State of Retirement Income" research report.
This year's report finds the highest 30-year safe withdr...
The Biggest Retirement Investment Risk: How to Protect Your Portfolio
Today I'm discussing the biggest retirement investment risk.
As Morgan Housel put it, "It's the hardest risk for people to understand...
...
3 Ways to Reduce Medicare IRMAA (Now and in the Future!)
Worried about Medicare IRMAA eating into your retirement savings?
Whether you're 10+ years away from Medicare or already enrolled, this episode...
2025 Market Outlook: Planning for Uncertainty
Markets tend to operate in cycles—yesterday's winners often become tomorrow's losers (and vice versa).
The most unloved asset classes can quiet...
How to Evaluate Financial Advisors: A Step-by-Step Guide
Looking to hire a financial planner with retirement & tax planning expertise?
My team and I have availability for 25 Discovery Meetings over the...
12 Insightful (and Unbelievable!) Statistics About Markets & Investing
Grab your Tax Planning Cheatsheet (updated for 2025!) by clicking here.
The 2-page PDF guide includes every important number you'll need for you...
Fixing the Housing Market, Trump's Tariffs, What's Next for Our Economy (and More!)
How do we fix the housing affordability problem in the U.S.?
Will lower interest rates really improve the real estate market?
How have Zil...
5 Steps to Overcome Retirement Spending Challenges
Today, I'm discussing the challenges of spending money in retirement.
To help, Brian Portnoy, one of the world's leading experts on the psychol...
How to Invest In Emerging Markets
Emerging Markets are the world's primary drivers of global growth (and wealth accumulation).
Just over 50% of the world's economic output comes...