Stay Wealthy Retirement Podcast

By: Taylor Schulte CFP®
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  • Summary

  • 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 into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on this retirement podcast, I'll answer BIG financial questions and help you "stay wealthy" in retirement.
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Economics Personal Finance
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Episodes
  • Small Cap Value (Part 3): How to Choose the Right Fund and Take Action

    Small Cap Value (Part 3): How to Choose the Right Fund and Take Action
    Oct 10 2024

    Today, I'm sharing how retirement investors can take action in this final episode of our Small Cap Value series.

    Specifically, I’m discussing three things:

    ➤ Why paying MORE for an investment can pay off

    ➤ How to easily and properly evaluate different funds

    ➤ What small-cap value funds to consider

    I’m also sharing two important reminders before taking action and investing in this popular asset class.

    ***

    FREE RETIREMENT PLANNING RESOURCES:

    Subscribe to the Stay Wealthy Retirement Newsletter!

    As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

    You'll also receive my weekly retirement newsletter!

    👉 Click here to subscribe and grab your cheatsheets.

    ***

    EPISODE RESOURCES:

    📊 Get Your FREE Retirement & Tax Analysis!

    ✏️ Grab the Episode Show Notes

    📘 Check Out the Retirement Podcast Network
    Show more Show less
    17 mins
  • Small Cap Value (Part 2): How to Reduce Risk + Improve Returns

    Small Cap Value (Part 2): How to Reduce Risk + Improve Returns
    Sep 26 2024

    Today, I’m diving into part two of our Small Cap Value investing series.

    Specifically, I’m addressing three big questions:

    ➤ How do small-cap value stocks reduce risk + improve returns

    ➤ What criteria does an investment need to meet to be included in a portfolio

    ➤ Why value investing is still alive and well

    While there is no shortage of research in favor of this dominant asset class...

    ...I’m also sharing why investors don’t necessarily need small-cap value stocks to reach their retirement goals.

    ***

    FREE RETIREMENT PLANNING RESOURCES:

    Subscribe to the Stay Wealthy Retirement Newsletter!

    As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

    You'll also receive my weekly retirement newsletter!

    👉 Click here to subscribe and grab your cheatsheets.

    ***

    EPISODE RESOURCES:

    📊 Get Your FREE Retirement & Tax Analysis!

    ✏️ Grab the Episode Show Notes

    📘 Check Out the Retirement Podcast Network
    Show more Show less
    16 mins
  • Small Cap Value (Part 1): Is This Popular Strategy Dead?

    Small Cap Value (Part 1): Is This Popular Strategy Dead?
    Sep 12 2024

    Today I’m kicking off a two-part series on Small Cap Value investing.

    Specifically, I’m addressing three big questions:

    ➤ What exactly are small-cap value stocks?

    ➤ Why have small-cap value stocks, historically, outperformed most major asset classes?

    ➤ Does the recent 20-year underperformance suggest that the strategy is dead and won’t work in the future?

    I’m also sharing critical differences between small-cap value funds + how to take action if you want to include this asset class in your portfolio.

    ***

    FREE RETIREMENT PLANNING RESOURCES:

    Subscribe to the Stay Wealthy Retirement Newsletter!

    As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

    You'll also receive my weekly retirement newsletter!

    👉 Click here to subscribe and grab your cheatsheets.

    ***

    EPISODE RESOURCES:

    📊 Get Your FREE Retirement & Tax Analysis!

    ✏️ Grab the Episode Show Notes

    📘 Check Out the Retirement Podcast Network
    Show more Show less
    18 mins

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