Stay Wealthy Retirement Show Podcast
1) The 6-Digit Code That Can Drain Your Retirement Account (And How to Stop It)
According to the FBI, Americans lost nearly $21 billion to cyber-enabled fraud last year—a 26% increase from the year before. And the single largest category? Investment-related fraud, with more than ...Show More
2) The Real Cost of a Financial Advisor (And Why the 1% Math Is Misleading)
A viral claim keeps making the rounds: that a 1% advisory fee will drain hundreds of thousands of dollars from your retirement savings. The math looks alarming... and that's exactly the point. But as ...Show More
3) Why the Happiest Retirees Spend Their Money Differently
Saving for retirement is one challenge. Feeling comfortable (and confident) enough to actually enjoy it is another. Even when the numbers say you're okay, uncertainty about the future can make it hard...Show More
4) Why 59% of Stocks Destroy Wealth (And What Smart Retirees Do About It)
If you're in or near retirement, one bad investment decision can have lasting consequences. And new research shows just how risky stock picking can be: Over the last 100 years, nearly 60% of all U.S....Show More
5) The Roth Conversion Rule Almost Nobody Explains Correctly (4 Scenarios That Make It Simple)
Now that the One Big Beautiful Bill Act has made the 2017 tax rates permanent, more retirees are taking a fresh look at Roth conversions. But there's one rule that even reputable sources struggle to e...Show More
6) 5 Withdrawal Strategies to Boost Retirement Income (And How High You Can Really Go)
📝 Note: The 6.5% withdrawal rate is based on an 80% stock portfolio, a 30-year time horizon, and a 90% "confience score." Thanks for your patience while we update the episode to include that informat...Show More
7) Why Healthcare Before Medicare Shouldn't Stop You From Retiring Early
Health insurance is keeping millions of Americans stuck in jobs they'd otherwise leave. In fact, 1 in 5 workers ages 50–64 say they're staying put because of their employer health coverage. And with r...Show More
8) The Retirement Income Mistake That Costs Investors Up to 6% Per Year
For 30 or 40 years, a paycheck simply showed up. Then one day, it stops. Now you're staring at a portfolio and asking: "How do I turn this into reliable income for the rest of my life…without overpayi...Show More
9) The Retirement Risk That Changes Everything
Markets move every day. Headlines change every hour. But the greatest threat to your retirement plan isn't volatility... it's something far less visible. In this episode, I'm breaking down: → The thre...Show More
10) Why a Stock Market Crash Won't Ruin Your Retirement (and What Actually Will)
Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments. See how they fit together in one coordinated strategy built around your numbers. 👉...Show More