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Stay Wealthy San Diego

Inflation Is Cooling...But Why Does Everything Still Feel So Expensive?

Inflation hit a 40-year high of 9.1% in June 2022. Today, inflation is hovering around 3%. If...

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Roth Conversions and the 5-Year Rule (Explained!)

Want an easy way to learn how the "Roth 5-Year Rule" affects your unique situation?  Subscribe...

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4 (Little-Known) Retirement Planning Misconceptions

Today I'm talking through four (rarely-discussed) retirement planning misconceptions. In fact,...

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How to Invest During an Election Year

It's an election year. As a result, many retirement investors believe that the market MUST be...

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Why We Need to Stop Talking About “Paying Off the National Debt”

The U.S. national debt recently crossed $34 trillion. Without causing some serious pain, paying...

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How to Evaluate (and Choose) a Financial Advisor

With over 300,000 in the U.S., finding a financial advisor is easy. On the other hand, properly...

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2024 Market Outlook: Why We Should Prepare for a Crash

Today I'm talking about stock market predictions. Specifically, I'm sharing: ‣ What happened...

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4 Retirement and Tax Planning Updates for 2024

Today I’m sharing 4 (important!) retirement and tax planning updates for 2024. I'm also sharing...

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Is Tax-Loss Harvesting Worth It?

Year-end is a popular time for tax planning strategies. Roth conversions. Charitable gifts....

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3 Big Medicare Pitfalls to Avoid (In 2024)

Navigating the Medicare world is confusing and challenging.  As a result, many retirees make...

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Part 2: What the %@#! Is Happening to Bonds

In part two of my series on bonds, I'm tackling three BIG questions: 1.) With cash yielding 5%,...

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What the %@#! Is Happening to Bonds (Part 1)

Bonds are down 20%+ over the past three years.  Meanwhile, riskier asset classes (like U.S....

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9 Fun (and Useful!) Facts About Investing & Retirement

Today I'm sharing nine fun facts about the economy, markets, and retirement.  Along with being...

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Credit Freeze: Top 5 (Listener!) Questions Answered

Everyone should freeze their credit. But most retirement savers I talk to have not tackled this...

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What the Media Won't Tell You About Inflation

Last June, inflation hit a 40-year high of 9.1%. Since then, it’s been falling month over...

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The Behavior Gap: How Retirement Investors Can Avoid It

Year after year, investors underperform the funds they invest in by almost 2%. 🤯 Not because of...

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3 Financial Scams to Watch Out For in 2023

Consumers reported losing nearly $9 billion to fraud in 2022 — a 30% increase from the year...

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Listener Q&A: Early Retirement Pitfalls, Best Index Funds to Invest In, and More!

In this episode, we're answering listener questions! Specifically, guest host Jeremy Schneider...

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Why You Shouldn't Care About Your Credit Score

Almost every day, I (guest host Jeremy Schneider) hear someone mention their credit score....

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Backdoor Roth IRA: What It Is, Pros + Cons, and How to Execute

Today we're talking about the Backdoor Roth IRA. Specifically, guest host Jeremy Schneider is...

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