Stay Wealthy Retirement Podcast
Episodes
The FI/RE Movement
28 Jul 2020
Contributed by Lukas
Today, Jeremy Schneider of Personal Finance Club continues to fill in and will discuss the FI/RE movement sweeping through the personal finance commun...
The Four Lies Told by Stock Charts
21 Jul 2020
Contributed by Lukas
Today, Jeremy Schneider shares the four biggest lies told by stock market charts. He breaks down "lost decades" and why your investment returns likely...
Why I Don't Buy Dividend Stocks
14 Jul 2020
Contributed by Lukas
In today's episode, Jeremy Schneider explains what dividend stocks are and why he believes that chasing dividends will actually make you less wealthy ...
The True Cost of a Car Payment
07 Jul 2020
Contributed by Lukas
In today's episode, Jeremy Schneider of Personal Finance Club talks about the true cost of buying a car. He breaks down the long term financial impact...
The Power of Proximity with Tyrone Ross
30 Jun 2020
Contributed by Lukas
Today I'm joined by the one and only Tyrone Ross. Tyrone is a financial consultant, early-stage start-up advisor, entrepreneur, and athlete. In this...
Dr. Moira Somers: How to Have Productive Conversations About Money
16 Jun 2020
Contributed by Lukas
Dr. Moira Somers is a psychologist and professor and has uncommon expertise in neuroscience, financial psychology, and mental health. In this intervie...
What You Need to Know About Medicare with Ashby Daniels
02 Jun 2020
Contributed by Lukas
Today I'm joined by Ashby Daniels, CFP®. Ashby is a financial planner and the author of Medicare Simplified: What Retirees Need to Know About Medicar...
Taylor Schulte: Why You Might DIY, Tax Planning, and More!
19 May 2020
Contributed by Lukas
Today I'm on the other end of the microphone! I was recently on the Get Wealth Fit podcast. Dustin (the host) led a great conversation and I wanted to...
Why Do We Invest in the Stock Market
05 May 2020
Contributed by Lukas
Today I'm sharing the highlights from last week's webinar with Dimensional Funds. Specifically, I'm covering three things: Why do we invest in the st...
[BONUS] How Retirement Investors Can Manage Market Volatility
23 Apr 2020
Contributed by Lukas
This is a quick reminder about the FREE investing webinar I'm hosting with our friends at Dimensional Funds on April 30th. To register, just go to www...
5 Things Retirement Savers Need to Know About the CARES Act
21 Apr 2020
Contributed by Lukas
I've partnered with Dimensional Funds (a $450 billion asset manager) to host a FREE webinar on April 30th. We will be addressing the recent market vol...
Pragmatic Thinking on COVID-19 With Cullen Roche
07 Apr 2020
Contributed by Lukas
Today I'm joined by Cullen Roche who is best known for his work on monetary economics and portfolio construction. I asked Cullen to join us and shar...
Navigating the Global Financial Markets With Jan van Eck
02 Apr 2020
Contributed by Lukas
Jan van Eck is the CEO of VanEck, a $50 billion asset manager (as of 2019). Last month, Jan's team became concerned about the global markets. COVID-19...
How to Manage Stress & Anxiety During Volatile Markets With Dave Goetsch
31 Mar 2020
Contributed by Lukas
Today I'm joined by Dave Goetsch, the executive producer and writer for "The Big Bang Theory." Dave has battled with anxiety around money and invest...
COVID-19 + What You Should Be Doing Right Now With Your Financial Plan
24 Mar 2020
Contributed by Lukas
I hope you, your family, and friends are staying safe during these difficult times. In today's bonus episode, I'm discussing COVID-19 and sharing so...
10 Things You Should Do If You're 10 Years From Retirement with Peter Lazaroff
17 Mar 2020
Contributed by Lukas
Today, Peter Lazaroff is sharing the 10 things you should be doing right now if you're a decade from retirement. Get this... Only 10% of people are ...
Why Rent vs. Buy Is the Wrong Question with Jeremy Schneider
03 Mar 2020
Contributed by Lukas
Today we're breaking down rent vs. buy with Jeremy Schnider, founder of Personal Finance Club. You've probably heard people say: "if you rent, you're ...
What Every Retirement Saver Needs to Know About Variable Annuities
18 Feb 2020
Contributed by Lukas
Today I'm going to share what retirement savers need to know about variable annuities. Insurance products are great and all. But this confusing produc...
The Correct Order for Saving & Investing Your Money
04 Feb 2020
Contributed by Lukas
Today I'm sharing the correct order for saving and investing your retirement dollars. Most people think the first stop for your hard-earned money is...
Per Stirpes: How This Funny Word Can Save You From Sending Thousands (or Millions) of Retirement Dollars to the Wrong Beneficiary
21 Jan 2020
Contributed by Lukas
Today I'm going to explain exactly what Per Stirpes is. Per-what?! Yes, it's a funny Latin legal term but it recently saved my client from sending a...
Financial Myth #4: A Traditional 401(k) is Better Than a Roth 401(k) When Saving for Retirement
07 Jan 2020
Contributed by Lukas
When you contribute to retirement accounts, you typically have two options: Contribute pre-tax dollars today, pay taxes in retirement when you withdr...
Financial Myth #3: Election Years Influence Stock Market Returns
10 Dec 2019
Contributed by Lukas
We all know 2020 is an election year. And, it's not uncommon for investors to assume that because it's an election year, the stock must be in for a wi...
Financial Myth #2: It's Dangerous to Invest at Market Highs
26 Nov 2019
Contributed by Lukas
The stock market has been screaming upwards for over 10 years now. Many are worried about putting their hard-earned money in stocks, thinking we must ...
Financial Myth #1: If Interest Rates Rise, Bonds Will Lose Money
12 Nov 2019
Contributed by Lukas
Interest rates are at record low levels. The bond market in an almost 40-year year bull market. It's very possible you have heard some version of the ...
How to Invest in Emerging Markets and Why Most Are Doing it Wrong with Perth Tolle
29 Oct 2019
Contributed by Lukas
Perth Tolle is the founder of Life and Liberty Indexes. And she allocates over 50% of her hard-earned money to emerging markets. But why? Why invest i...
These 3 Social Security Changes in 2020 Don't Just Affect Retirees
15 Oct 2019
Contributed by Lukas
There are roughly 69 million Social Security beneficiaries in the U.S. And these beneficiaries will be witnessing a few changes to their Social Securi...
ETFs Rule, Mutual Funds Drool with Ryan Kirlin
01 Oct 2019
Contributed by Lukas
Without question, you have heard of Exchange Traded Funds, also commonly referred to as ETFs. It's a complex topic so I brought in the best person I k...
What is a Target Date Fund and Should you Invest in One for Retirement?
17 Sep 2019
Contributed by Lukas
If you are investing for retirement, you've probably come across target-date mutual funds. You may even be investing in one in your 401K and not reali...
How George Kinder Revolutionized the Financial Advice Business
03 Sep 2019
Contributed by Lukas
The founder of the Kinder Institute of Life Planning, George Kinder, joins us on the show today to talk about his passion – helping you find your li...
Yield Inversions, Recession Worries, RMD Timing, and More!
20 Aug 2019
Contributed by Lukas
The economy has some of you worried right now, and for good reason. The interest rate environment is different from years' past, the Dow Jones lost ...
Everything You Ought to Know About Donor-Advised Funds
06 Aug 2019
Contributed by Lukas
Due to recent tax reform, only 10% of Americans itemized their deductions in 2018 compared to 30% in 2017. This has significantly impacted the tax ben...
How to Declutter and Prepare to Downsize Your Home in Retirement with Jen Robin
23 Jul 2019
Contributed by Lukas
If retirement is around the corner, it's likely you've considered downsizing your home. Whether it's for a move to a smaller space or to finally clean...
Five Wishes: America's Most Popular Living Will with Paul Malley
09 Jul 2019
Contributed by Lukas
Advanced care planning is not a fun topic to bring up at the dinner table, but what happens if you get seriously ill or injured and can't speak for yo...
How to Invest for a 30+ Year Retirement with Ashby Daniels, CFP®
25 Jun 2019
Contributed by Lukas
Retirement planning expert, Ashby Daniels, CFP® joins us on the show today to talk about how to properly plan and invest for a 30+ year retirement. I...
Home & Auto Insurance: How to Maximize Your Policies and Save Money
11 Jun 2019
Contributed by Lukas
Homeowners insurance is more than just another bill the mortgage company makes us pay every year. It's the price we pay for peace of mind if our prope...
Should You Get in on the Next Big IPO?
28 May 2019
Contributed by Lukas
Uber and Lyft are two big companies that made a huge splash with their IPOs recently, but it remains to be seen whether either will become profitable....
Why You May Need Disability Insurance — Even if You Are Approaching Retirement
14 May 2019
Contributed by Lukas
It's easy to believe you'll always be in great health, but the truth is, none of us knows what the future brings. You may be in great shape today but ...
Want to Retire? Avoid These Three Tragic Investing Mistakes
30 Apr 2019
Contributed by Lukas
When it comes to investing, historical returns show us that, for the most part, a buy-and-hold strategy will always outperform an active one. This mea...
Saving for a Home? Don't Make These Mistakes With Your Down Payment
16 Apr 2019
Contributed by Lukas
Buying a home comes with huge financial implications, and many of them come into play well before you make an offer and close on your mortgage. You co...
When to Take Social Security + How to Fix a Common Mistake
02 Apr 2019
Contributed by Lukas
The most common question about Social Security is "when should I take it?" It's a simple question but there are a number of factors that need to be ...
How to Protect Your Digital Assets with Jamie Hopkins
19 Mar 2019
Contributed by Lukas
Think you don't have anything of value online? Think again. The reality is, almost everyone who uses the internet in any capacity has digital assets t...
How to Lower Taxes in Retirement
05 Mar 2019
Contributed by Lukas
Are you a working professional? If so, now is the perfect time to make smart moves to lower taxes in retirement. Nearing retirement or already retired...
10 Biggest Mistakes to Avoid When Hiring a Financial Advisor
19 Feb 2019
Contributed by Lukas
Did you know anyone can call themselves a financial advisor? Or a financial planner, a wealth manager, an investment manager… the list goes on and o...
Avoid Massive Investment Mistakes by Using an Investment Policy Statement (IPS)
05 Feb 2019
Contributed by Lukas
Decades of hard work and savings can be wiped away with one bad investment decision. Don't believe me? Just ask this guy: "I took out a $75,000 mortga...
3 Super-Easy (and Important!) Year-End Planning Tips
18 Dec 2018
Contributed by Lukas
In this episode, I share: Three super-easy financial planning tips you should tackle before 2018 wraps up. Don't worry, it's not your typical "contri...
Your Old 401(k): to Rollover, or Not to Rollover
20 Nov 2018
Contributed by Lukas
Did you know? The average cost per year for a 401(k) participant is 2.2% of their account balance, according to SmartAsset. This number is rapidly...
Do Not Invest Your Money Until You Listen to This Interview with Dr. Daniel Crosby
06 Nov 2018
Contributed by Lukas
Human beings are inherently bad with money. We buy high. Sell low. Spend too much. Save too little. We are greedy when we should be fearful. We are fe...
529 Accounts: Three Things That Are More Important
23 Oct 2018
Contributed by Lukas
"Better start planning for college!" – Every financial planner when you tell them you're having a baby Speaking of having a baby, my second son was ...
Cybersecurity: Everything You Need to Know to Stay Safe Online
09 Oct 2018
Contributed by Lukas
Cybersecurity. We know how important it is but don't want to take action. We don't think anything will happen to us. If it does happen to us, we a...
Stacking Benjamins Interview: Taylor's First Home Purchase Did Not Go As Planned [REPLAY]
25 Sep 2018
Contributed by Lukas
The original interview aired on Stacking Benjamins 12-26-2017 As some know, the last several years have been a roller coaster for my family. We poure...
Top 3 Tax Saving Tips That Fly Under the Radar
11 Sep 2018
Contributed by Lukas
Right now is the perfect time to start thinking about your 2018 tax bill. Not year-end. Not the first week of April just before you meet with your CPA...
How to Buy Life Insurance the Smart Way
28 Aug 2018
Contributed by Lukas
Life insurance is wildly misunderstood and often oversold. In today's episode, we take a deep dive into the world of life insurance to show you how ...
International Stocks: Do I Really Need to Own Them?
14 Aug 2018
Contributed by Lukas
In today's episode, we review the major reasons you should consider including international stocks in your investment portfolio. (Hint: it's not for a...
Your Questions Answered...Live!
17 Jul 2018
Contributed by Lukas
Today, we are taking questions from you, the listener. We asked you what keeps you up at night and what's been on your mind and you responded with som...
Dividend Stocks: 5 Reasons to Stay Away
03 Jul 2018
Contributed by Lukas
Search "dividend stocks" and Google will return over fifty million results in less than half of a second. Dividend stocks have long been referred to a...
Traditional or Roth: Breaking Down Retirement Accounts
19 Jun 2018
Contributed by Lukas
Just about everyone saving for retirement is faced with the option: Traditional or Roth. It doesn't matter if you are saving for retirement through ...
Should You Sell Stocks Now?
05 Jun 2018
Contributed by Lukas
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 your stocks. We know this bec...
Millennial Money Podcast: Taylor Schulte on The Top Five Investing Taboos
17 Apr 2018
Contributed by Lukas
Jump into a conversation between Shannah Game and Taylor Schulte as they chat about the top five investing taboos that always raise questions, doubt, ...
Retirement Starts Today Radio: Taylor Schulte on Navigating Turbulent Markets
06 Mar 2018
Contributed by Lukas
In case you missed it, market volatility is back. On January 26th, we saw the stock market go from hitting a record high to being down 10% (a.k.a th...
Stacking Benjamins: How Taylor Schulte Nearly Lost $90k Buying His First Home
26 Dec 2017
Contributed by Lukas
As some know, the last four years have been a roller coaster for my family. We poured our life savings into our first home and things didn't quite go...