Stay Wealthy Retirement Podcast – Details, episodes & analysis

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.

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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.

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EPISODE RESOURCES:

📊  Get Your FREE Retirement & Tax Analysis!

✏️  Grab the Episode Show Notes

📘  Check Out the Retirement Podcast Network

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 taxes in this country and specifically makes a strong case for why they will be higher.

2️⃣ The second reveals why investors missed out on 15% of investment returns over the last decade. 😳

3️⃣ Lastly, the third article is a real-life account of what it actually feels like to transition from the working world into retirement.

Didn’t get a chance to read everything that was published last month?

Don’t worry—I’ve got you covered!

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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

There is no shortage of questions when it comes to navigating and planning for retirement.

➤ How much do I need to save? 

➤ How do I optimize my tax bill and avoid overpaying the IRS? 

➤ When do I take Social Security? 

➤ What should I invest in? (And what should I avoid?!)

The list goes on.

And while you’ve likely read (or heard) helpful answers to most of the big questions, it never hurts to revisit them or get a different perspective.

In fact, some studies suggest that it can take hearing something 7 times before you retain it 🤯

Today on the show, I’m answering listener questions with the Retirement Answer Man himself, Roger Whitney.

Questions like, “What account type is the best retirement account type to fund after you’ve reached your savings goals?” 

And, “What’s the best process for making important changes to your investments after learning you aren't invested properly?” 

If you want to hear our answers to these great questions (and more!), you’ll enjoy this episode.

***

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

Today I’m wrapping up our retirement income series by talking about Dynamic Withdrawal Strategies.

Dynamic strategies are designed to:

1. Maximize retirement income
2. Greatly lower the chance of running out of money
3. Combat inflation and maintain purchasing power

If you want to learn about dynamic withdrawal strategies, their pros & cons, and how to implement them, today's episode is for you. 

👉 Click here to learn more about our Free Retirement Assessment

To access the show notes for today's episode, click here.

Today I'm talking about immediate annuities and dividend stocks as potential retirement income solutions.

Specifically, I'm sharing the what, why, and how behind each strategy.

I'm also sharing their pros + cons.

If you want to find out if annuities and dividends will solve your retirement paycheck puzzle, you're going to enjoy this episode!

👉  Click here to access show notes for this episode

Today I'm breaking down the 4% rule.

Specifically, I'm sharing:

• A brief history of the rule
• Why the creator doesn't follow it
• The pros and cons

I'm also sharing how you might take the current environment into consideration when using the 4% rule. 

If you want to understand the most popular retirement income strategy once and for all, this episode is for you. 

👉  Click here to access show notes for this episode

Today I'm kicking off a multi-part series on creating a reliable income stream in retirement.

To help set the stage for this series, Michael Kitces drops in to share why most retirees will NEVER draw down their portfolio.

In fact, he shares how the 4% rule is more likely to quintuple wealth than deplete it over 30-years.

If you're ready to learn everything you need to know about creating a retirement paycheck, this series is for you. 

👉 Click here to access show notes for this episode

Today I'm talking about car ownership. 

Specifically, I'm sharing:

• The Total Lifetime Cost of Owning a Car
• How Buying New Can Cost the Same as Buying Used
• Why Leasing a Car Isn't Always the Wrong Decision

I also let you in on a little secret about my personal approach to car ownership. 😲

If you want to better understand the true cost of owning a car (and hear my public confession!), today's episode is for you.

👉 Click here to access show notes for this episode

Today I'm talking about I-Bonds, a type of savings bond that some call "the best kept secret in America."  

Specifically, I'm sharing:

• What they are
• Why successful retirement savers might NOT be racing out to buy them
• Who they might be a good fit for 

If you're interested in learning about a safe investment designed to combat inflation, today's episode is for you.

Today I'm responding to some constructive criticism I received from a listener.

I'm also sharing my conversation with Steve Chen, host of The NewRetirement Podcast.

Along with sharing a personal update on having three kids under age 5, we dig into:

• Tax planning opportunities + misconceptions
• What to do when you've saved more for retirement than you can spend
• Why people put off estate planning and how to take action

Be sure to stick around to the end where we answer a few listener questions and chat about the current state of the markets.

👉 Click here to access show notes for this episode