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Stay Wealthy Retirement Show

May 4, 2022

Today I’m sharing details about a (new) popular financial scam.

To help you stay safe, I’m also sharing 3 ways to stay safe and protect yourself.

(Hint: your "complex" password may not be as secure as you think. 😲)

If you want to learn about this sophisticated financial scam + tips for protecting your family,...

Apr 19, 2022

Today I’m talking about investing.

Specifically, I’m joined by data scientist and author, Nick Maggiulli, and we’re talking about:

  • How to invest in high inflationary environments
  • Why you shouldn't “buy the dip”
  • A unique formula for investing during market drawdowns

If you’re ready to dive into data and get...

Apr 14, 2022

Inflation jumped 8.5% through March. 

This is the highest reported level since 1981. 😬

It was also the biggest monthly jump in prices since 2005.

However...there are some tentative signs that inflation may be slowing.

I share more in this episode + provide thoughts on how retirement savers might respond. 

👉  Learn...

Apr 5, 2022

Today I'm tackling part two of our series on Roth conversions.

Specifically, I'm sharing:

  1. How to determine if a Roth conversion makes sense
  2. A Roth conversion case study
  3. Common mistakes + pitfalls to avoid

If you're ready to master Roth conversions and take control of your tax bill, you're going to love...

Mar 23, 2022

Today I’m kicking off a 2-part series on Roth conversions.

Specifically, here in part one, I’m breaking down:

  • What a Roth conversion is
  • How a Roth conversion works
  • Why Roth conversions are so popular

If you’re ready to master the basics of Roth conversions, today’s episode is for you.

Need tax and retirement...