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Stay Wealthy Retirement Show
26 minutes | Jun 8, 2021
How to Use the COVID Crash to Make Better Investing Decisions
Today, guest host Jeremy Schneider takes a deep dive into the COVID-19 stock market crash of 2020. Specifically, he's talking about: What the trading circuit breaker is and why it exists How the length and severity of the COVID crash stacks up to other historical catastrophic events What retirement investors should consider going forward when reviewing their investments Jeremy also answers a listener's question about rent vs buy given sky-high real estate prices. If you're a retirement investor interested in using history to make more informed decisions about the future, you're going to love this episode. 👉 Click here to access show notes for this episode
24 minutes | Jun 1, 2021
When Timing the Stock Market Can Actually Work
Today, guest host Jeremy Schneider covers three BIG topics: When market timing works How to invest a windfall of money What to do if you're afraid to invest in the stock market If you're a nervous retirement investor concerned about investing at market highs, this episode is for you! 👉 Click here to access show notes for this episode
8 minutes | May 25, 2021
Two Simple Tax Planning Tips + A Fun (Personal) Update
Learn how to: Lower your tax bill Optimize investments Improve retirement success Click Here to Get Your FREE Retirement Assessment --------------------------------------------- Today I'm sharing two simple tax planning tips. These tips will help you catch common errors we're finding on 2020 tax returns. I'm also sharing some fun (personal) news with our listeners! 😲 If you've filed your 2020 tax return and want to avoid any big surprises this year, today's episode is for you.
37 minutes | May 18, 2021
The Right Way for Retirement Savers to Approach ESG Investing With Liz Simmie
Today we’re diving into ESG investing. ESG stands for Environmental, Social, and Corporate Governance. And because the world of ESG is messy and complicated, I asked Liz Simmie, co-founder of Honeytree Investment Management, to help us break it down. Liz is wildly knowledgeable about purpose driven investing and addresses three big questions in this episode: What is ESG investing (in plain English!) How retirement savers should approach fees when investing in ESG funds What is the most important data point to screen for when choosing an ESG strategy If you want to learn the right way to approach ESG investing and how to integrate it into your retirement portfolio, you’re going to love this episode. 👉 Click here to access show notes for this episode
24 minutes | May 11, 2021
The Bitcoin Counterargument
Want to learn how to lower your tax bill, optimize investments, and improve retirement success? Click to get your FREE Retirement Assessment ================================= Today I'm sharing my current thoughts on bitcoin. A special guest also drops by to share his point of view, including why bitcoin should NOT be used as a store of value. If you enjoyed last week’s interview and you’re craving to hear a different perspective, today's episode is for you. 👉 Click here to access show notes for this episode
52 minutes | May 4, 2021
The Bullish Case for Bitcoin With Isaiah Douglass
Today I’m joined by Isaiah Douglass, MBA, CFP®. Isaiah is wildly knowledgeable (and passionate!) about Bitcoin. He’s also very optimistic about its future. I have more questions than answers, so I brought him on the show to share his perspective + challenge my thinking. I asked him questions such as: Why should we trust that 10-years of Bitcoin data is sufficient? Is Bitcoin a speculative investment? What are the best-case and worst-case scenarios for Bitcoin? ...and more! If you’re wondering if Bitcoin will "pop" like the dot-com bubble or if it belongs in your investment portfolio, this episode is for you. 👉 Click here to access show notes for this episode
31 minutes | Apr 27, 2021
How I Invest My Money + The Importance of Human Capital With Lazetta Braxton
Today I’m joined by special guest, Lazetta Braxton, MBA, CFP®. It’s almost impossible to miss Lazetta these days! She’s been seen on NBC Nightly News, CNBC’s Closing Bell, and she’s a regular contributor to the Wall Street Journal Financial Experts blog. Lazetta also co-wrote a new book titled “How I Invest My Money” which was illustrated by friend of the show, Carl Richards. In this conversation, we talk about: How I Invest My Money + Investing in Human Capital Lazetta’s “Go to Hell” fund What she's doing to provide broader access to financial advice If you want to learn how investing in human capital can be part of your retirement plan, you're going to love this episode. 👉 Click to access the links and resources for this episode
37 minutes | Apr 20, 2021
Big Investing Mistakes, Financial Media, and More With Caleb Silver
A quick reminder that we're currently offering a FREE retirement & tax return analysis. Learn how to lower your tax bill, optimize investments, and improve retirement success. Click to learn more. ============================== Today I have a special episode for you. I’m sharing a sneak peek into an incredible new project launched by Tyrone Ross. (You don’t want to miss this.) I’m also joined by Caleb Silver, Editor in Chief for Investopedia.com. We talk about three big things: How he thinks about the media’s role in financial content and education The biggest investing mistakes readers made in the last 12 months What you need to know about fractional shares, limit orders, and SPACs (in plain English!) If you want to learn how to be a better investor from the person leading the charge at one of the largest financial information websites, you’ll love this episode.
30 minutes | Apr 13, 2021
Robo-Advisors Part 2: Pros and Cons + Pitfalls to Watch Out For
Today I'm wrapping up our two-part series on robo-advisors. Specifically, I'm sharing THREE things: The pros and cons of using a robo-advisor Major pitfalls to watch out for How to choose the right one If you currently use a robo-advisor – or you’re considering one in the near future – this episode will help you better understand if it’s a good fit + how to avoid costly mistakes.
19 minutes | Apr 6, 2021
Should You Invest at Stock Market Highs?
The stock market has been screaming upwards for over 10 years. In fact, the S&P 500 just crossed 4,000! Many retirement savers are starting to get worried, thinking we must be due for a crash. Is it dangerous to invest at market highs? Should you wait for a correction before investing more money in stocks? What if you're retired? Should you be investing in stocks at all? If you've been asking yourself these same questions lately and feeling a bit nervous about the stock market, today's episode is for you.
19 minutes | Mar 30, 2021
Robo-Advisors Part 1: What They Are + How to Determine if You Should Invest Your Money With One
Today I'm kicking off a two-part series on robo-advisors by sharing: What a robo-advisor is (in plain English!) Why I argue they've been around since the 1920's Who they are and aren't a good fit for If you're a retirement saver who wants to learn more about these low-cost investing solutions + if they live up to the hype, this episode is for you.
13 minutes | Mar 23, 2021
What Are NFTs and Should Retirement Savers Invest In Them
Today I'm talking about Non-Fungible Tokens (NFTs). Specifically, I'm sharing: What an NFT is (in plain English!) Why they are so valuable If this is an asset class retirement savers should take seriously If you want to know why pixelated drawings and 3-second video clips are trading hands for millions of dollars + what to make of this investing craze, today's episode is for you.
20 minutes | Mar 16, 2021
Stock Market Update + 3 Portfolio Analysis Tech Tools
Today I'm sharing 3 of my favorite portfolio analytics tools for retirement investors. I’m also using these tools to provide an update on some of the crazy things happening in the stock market right now. So if you’re ready to learn how you can use tech to better understand what you’re investing in, today’s episode is for you. To learn more about our FREE retirement & tax return analysis, visit www.freeretirementassessment.com.
27 minutes | Mar 9, 2021
ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals
Today I'm tackling three listener questions with my good friend, Roger Whitney: Why you don't have to invest in ESG stocks to make an impact How to replenish your emergency fund (+ how much cash is too much)? How to process retirement account withdrawals if you're trying to stay in the 12% tax bracket If you want to hear our answers to these great (and common!) retirement + investing questions, this episode is for you.
17 minutes | Mar 2, 2021
3 Favorite Tech Tools for Retirement Savers (That Have Nothing to do With Money!)
Today I’m sharing my 3 favorite tech tools for retirement savers...that have nothing to do with money! Why? Because if technology can improve your life, save time, and help you become more efficient, you’ll have more time to spend on improving your financial plan :) Be sure to stay until the end because I’m sharing a few bonus tech tools as well! Even if you don’t consider yourself tech-savvy, I promise you’ll learn something new and easy to adopt that will make your life better...or at least more fun.
7 minutes | Feb 23, 2021
Are We In a Stock Market Bubble?
Today I'm answering a great question from one of our listeners: "Are we in a stock market bubble?" ~Nancy K., Minnesota In this episode, I share: What a bubble is How to measure stock market valuations My answer to answer to Nancy's question! So if you're a retirement investor concerned about current stock market levels, you're going to love today's episode.
21 minutes | Feb 16, 2021
Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them
Today I’m wrapping up our mini-series on Portfolio Rebalancing. Specifically, I'm sharing the 5 biggest pitfalls to watch out for. Why? Because making just one of these mistakes could wipe away the benefits of rebalancing entirely. So before you process your next rebalance (or let a computer handle it!), tune in to learn what they are and how to avoid them.
16 minutes | Feb 9, 2021
Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors
Today I'm kicking off a 2-part series on Portfolio Rebalancing. In part one, I'm sharing: What portfolio rebalancing is How and where it fits into your retirement plan The top 4 benefits of a systematic rebalancing process If you want to learn how a simple rebalancing plan can boost long-term investment returns, you're going to love this episode.
8 minutes | Feb 2, 2021
Gamestop & Reddit: Why Individual Investors Didn't Win
Today I'm sharing two thoughts on Gamestop and Reddit. Specifically, I'm sharing why individual investors aren't winning this battle + who benefits the most from trading platforms like Robinhood (hint: not its users). So if you want to learn why Gamestop stock traders were not the biggest beneficiary of last week's events, today's episode is for you.
34 minutes | Jan 26, 2021
How to Maximize Your Return on Cash w/ Gary Zimmerman
Today we’re talking about cash! I’m joined by Gary Zimmerman, founder of MaxMyInterest (MAX), an online platform that helps you earn a higher return on your cash savings. The best part about MAX? You can keep your existing banking relationship! So if you want to learn more about MAX and how to boost the yield on your cash, you’re going to love this episode.
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