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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237 episodi
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...
Why You Are (Probably) Planning for the Wrong Things in Retirement
Why are most people planning for the wrong things in retirement?
What should they be planning for that they’re not?
To help answer these i...
4 Ways to (Tax-Efficiently) Diversify Concentrated Investments
Today, I'm talking about navigating the risks of concentrated investments.
Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer thr...
Small Cap Value (Part 3): How to Choose the Right Fund and Take Action
Today, I'm sharing how retirement investors can take action in this final episode of our Small Cap Value series.
Specifically, I’m discussing t...
Small Cap Value (Part 2): How to Reduce Risk + Improve Returns
Today, I’m diving into part two of our Small Cap Value investing series.
Specifically, I’m addressing three big questions:
➤ How do small-...
Small Cap Value (Part 1): Is This Popular Strategy Dead?
Today I’m kicking off a two-part series on Small Cap Value investing.
Specifically, I’m addressing three big questions:
➤ What exactly are...
Retirement, Taxes, and Investment Underperformance
Today, I'm sharing key takeaways from three of the BEST retirement articles I read this month.
1️⃣ The first article is about the future of taxe...
5 Surprising Investing Facts That You've (Probably) Never Heard
Today, I’m sharing FIVE surprising statistics about the economy, markets, and retirement.
For example, one stat highlights a "stock market indic...
Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)
Are you ready to get answers to some BIG retirement questions?
Questions such as:
➤ What role does the equity in my home play in my retire...
5 Strategies to Take Control of Your Required Minimum Distributions (RMDs)
Required Minimum Distributions (RMDs) begin at age 73 for most retirement savers.
These forced withdrawals can be a burden for those who don't n...
Dividend Investing (Part 4): Answering Top Listener Questions
In the final episode of this series, I'm answering the BEST listener questions I've received about dividend investing.
Questions such as:
...
Dividend Investing (Part 3): A More "Flexible" Dividend Strategy
In today's episode, I'm sharing everything you need to know about stock buybacks.
Specifically, I'm sharing:
➤ Why stock buybacks are refe...
Dividend Investing (Part 2): Three Reasons Why Dividend Strategies Underperform
Today I'm continuing our multi-part series on Dividend Investing.
Specifically, in part two, I’m sharing:
➤ What the long-term performance...
Dividend Investing (Part 1): Making Money While You Sleep
Today I'm kicking off a multi-part series on Dividend Investing.
While dividends are a normal occurrence in the global markets, their role in a...
How to Protect Yourself From Financial Scams (+ New Resources)
Today I'm sharing a story about a couple who lost $2 million to an investment scam.
I'm also sharing (new!) resources to help protect your perso...