Retirement Planning Strategies, in Plain English.
Lower taxes, invest smarter, and make work optional.
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There are 100,000+ independent financial advisors in the country. Each year, Investopedia evaluates and ranks the top 100 across the entire United States. We were honored to be named the #2 Most Influential Financial Advisor in the entire country on the Investopedia 100 list.
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The Stay Wealthy Podcast
A Forbes Top 10 Personal Finance Show/Podcast
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— FEATURED PODCASTS
The Right Way For Retirement Savers To Approach ESG Investing With Liz Simmie
Retirement Investing #1: The Psychology Of Money With Morgan Housel
Jeremy Schneider: Why Rent Vs. Buy Is The Wrong Question
Tax Gain Harvesting: What Is It And When To Use It
Step-By-Step: How To Lower Taxes In Retirement
Hiring A Financial Advisor: The 10 Biggest Mistakes To Avoid
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The Stay Wealthy Blog
In-depth guides and how-to’s for retirement savers.
How to Build a Retirement Income Plan That Lasts
A comprehensive look at how to structure your retirement income so you never have to worry about running out of money.
5 Tax Strategies Every Retiree Should Know
Smart tax planning can save retirees thousands each year. Here are the strategies that make the biggest impact on your bottom line.
Retirement Letter to Employer: How to Write One
A retirement letter to your employer formally notifies them of your decision to permanently end full-time employment.
San Diego Real Estate: Should You Buy or Rent?
San Diego real estate continues to skyrocket. If we buy a home, it feels like we might be getting in at the top of the market.
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About [Your Name]
A brief bio about yourself and your work in retirement planning education. Share your mission to help people think clearly about their financial decisions, and what makes your approach unique and considerate.
Whether through the podcast, blog, or newsletter, the goal is always the same: make retirement planning accessible, actionable, and free from jargon.
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