Dec 18, 2025
It’s that time of year again—time to step back from the complex tax strategies, Roth conversion debates, and retirement planning deep dives… and have a little fun. 😊
In this annual “surprising stats” episode, I’m sharing 7 counterintuitive facts about the markets and investing.
Some are...
Dec 11, 2025
💥 Download the freshly updated 2026 Tax Planning Cheat Sheet (PDF): www.youstaywealthy.com/cheatsheet
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Most year-end tax advice is generic... max out your 401(k), bunch your deductions, donate to charity.
But for diligent retirement savers with healthy nest eggs, the real opportunities are more nuanced.
In this...
Nov 27, 2025
The Oracle of Omaha is officially “going quiet.”
In a rare and deeply personal announcement, Warren Buffett published what appears to be his final press release to shareholders.
This episode isn’t about taxes, investing, or the latest market headlines.
It’s about how one of the most successful investors of all...
Nov 20, 2025
"Just buy the index." It’s the simple advice that built your wealth and got you to the finish line.
But here’s what often gets overlooked:
The strategy that got you to retirement won't necessarily keep you there.
When you switch from saving to spending, the math changes.
Suddenly, relying on a "simple" S&P 500...
Nov 6, 2025
Everyone fears running out of money in retirement—even millionaires.
What most people don’t realize is that research shows most retirees rarely spend down their savings.
In fact, many actually see their wealth grow throughout retirement, even during some of the toughest markets in history.
In this episode, we...