Stay Wealthy Retirement Podcast

Recent headlines suggest stocks could be flat (or negative!) for the next 10 years.  The technical for this is "lost decade." And these headlines have created more concern for investors who are already on edge. So, what exactly does a lost decade mean for retirement savers? How likely is it that we are going to experience one? If we do, how should investors approach their asset allocation? Those are the questions I'm answering in today's episode!  Want more retirement content? Subscribe to the Stay Wealthy e-newsletter! *** ✏️  Grab the Episode Show Notes 📊  Get Your FREE Retirement & Tax Analysis

Today I'm breaking down the current state of the markets and economy. Specifically, I'm sharing: Why markets are falling (and how we got here) How things could get worse before they get better Four (4) reasons for investors to be optimistic right now If you're feeling worried or concerned and want to learn more about the current downturn, this episode is for you. *** ✏️  Grab the Episode Show Notes 📬  Subscribe to the Stay Wealthy Newsletter! 📊  Get Your FREE Retirement & Tax Analysis

The current yield on a one-year U.S.Treasury bond is 4%. But the yield on a ten-year Treasury bond is only…3.5%.  Why is this? What does it mean for retirement savers? And how should investors respond? That’s what I’m tackling today on the show! *** ✏️  Grab the Episode Show Notes 📬  Subscribe to the Stay Wealthy Newsletter! 📊  Get Your FREE Retirement & Tax Analysis

Have you joined the Stay Wealthy newsletter? No spam. No fluff. Just one retirement/tax planning article each week...written by yours truly. 😊 Sign up for free here.  *** In today's episode, I’m wrapping up our tax-loss harvesting series. Specifically, I'm answering three BIG questions: What if I don’t have any capital gains to offset? How to maximize the benefits of tax loss harvesting? How do I navigate multiple tax lots properly + avoid making a costly mistake? What is direct indexing and why is tax-loss harvesting always advertised as a benefit? If you're a new listener, hit the pause button on today's episode and go listen to part 1 of this series first.  *** ✏️  Grab the Episode Show Notes 📬  Subscribe to the Stay Wealthy Newsletter! 📊  Get Your FREE Retirement & Tax Analysis

Today I’m continuing with our series on tax-loss harvesting. Here in part 2, I’m sharing: Who should consider tax-loss harvesting Who should stay away from it The (top) 3 things that can boost your tax savings I’m also presenting situations where tax loss harvesting can backfire, and do more harm than good. 😬 If you're a retirement saver ready to learn how this tax strategy can be maximized, you're going to love today's episode.  *** ✏️  Grab the Episode Show Notes 📬  Subscribe to the Stay Wealthy Newsletter! 📊  Get Your FREE Retirement & Tax Analysis

Today I'm kicking off a multi-part series on tax-loss harvesting.  In part one, I'm breaking down: What tax-loss harvesting is (and how it works) Why it has become a popular tax strategy 5 little-known things about the wash sale rule If you’re a retirement saver ready to learn all about tax-loss harvesting, you’re going to love this episode...and this series. *** 📬 Subscribe to the Newsletter 📊 Get Your FREE Retirement & Tax Analysis ✏️ Grab the episode show notes

Today I’m tackling a few retirement and investing questions from our listeners. Specifically, I’m answering the following: How do you make sense of the two conflicting July inflation reports (0% inflation vs 8.5%)?  What are Buffer ETFs and are they a good investment for retirement accounts? What will the 2023 Social Security COLA be and why are news outlets quoting different numbers? If you're ready to get answers to some of the top retirement questions I've received lately, this episode is for you. *** 📊 Get Your FREE Retirement & Tax Analysis ✏️ Grab the episode show notes 📬 Subscribe to the Newsletter

Today I’m talking about the case for (and risk of!) deflation. Specifically, I'm covering: What deflation is How deflation impacts our economy Why it’s a risk we should be considering  If you’re ready to learn about the often-overlooked risk of deflation, you're going to enjoy this episode. *** 📊 Get Your FREE Retirement & Tax Analysis ✏️ Grab the episode show notes 📬 Subscribe to the Newsletter

Today, Jeremy Schneider unveils his Ultimate Investing Checklist. In fact, you can use this 7-step checklist to measure your current investing strategy. You can also use it to: Optimize your tax bill Maximize your risk-adjusted returns Eliminate costly mistakes If you want to learn how to cut through the nonsense + optimize your investment portfolio, this episode is for you. ----- Over age 50? Need retirement + tax planning help?  👉 Get Started With a Free Retirement Assessment  To grab the links mentioned in today's episode, visit the show notes page.

Today we're talking about the best way to invest for kids + grandkids.  In fact, guest host Jeremy Schneider says this is one of the most frequent topics he gets asked about! So, to help our listeners, he explores three BIG things: How to decide if you should invest for your kids...at all The top four (4) investing strategies to use How to optimize for taxes and growth If you have kids (or grandkids!) and want to know the best ways to invest for their future, this episode is for you. ----- Over age 50? Need retirement + tax planning help?  👉 Get Started With a Free Retirement Assessment  To grab the links mentioned in today's episode, visit the show notes page.