Grab your Tax Planning Cheatsheet (updated for 2025!) by clicking here.

The 2-page PDF guide includes every important number you'll need for your retirement & tax planning next year.

Updated federal income tax brackets, AMT annual limits, standard deductions, Social Security taxation summary, estate and gift tax annual limits…and more.

👉 Download it now.

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In our final episode of the year, I'm taking a break from the usual nerdy retirement planning talk to share twelve (12) insightful, fun, and humourous investing statistics.

These stats cover topics such as:

➤ The McRib Effect: Can a fast-food favorite influence markets?

➤ Shiller P/E Ratio History: What does this popular valuation signal suggest for the market's future?

➤ Netflix Drawdowns: A stock’s wild history of recovery.

➤ Berkshire Hathaway: A long-term (unbelievable) investment story unfolds.

➤ Pet Spending: A surprising shift in American priorities.

Whether you’re a market enthusiast or just here for the entertaining stories, you’ll love this lighthearted yet insightful end-of-year episode.

Thank YOU for making this year so special by tuning in and engaging with the show.

Enjoy the holidays, reflect on the year behind us, and prepare to dive into 2025 with fresh market insights and retirement planning strategies.

Here’s to "staying wealthy" next year and beyond! 🎉

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EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

How do we fix the housing affordability problem in the U.S.?

Will lower interest rates really improve the real estate market?

How have Zillow and Airbnb contributed to the current housing challenges?

What are tariffs (+ benefits and drawbacks)?

What's next for the U.S. economy?

These are just a few of the questions I'm exploring in this episode with author and economic expert, Kyla Scanlon.

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BOOK GIVEAWAY

I'm giving away 10 copies of Kyla's beautifully written and designed book, "In This Economy? How Money & Markets Actually Work."

To put your name in the hat and receive a free copy, be sure you're subscribed to the Stay Wealthy Retirement Newsletter by visiting https://www.youstaywealthy.com/email.

Next week, my team will randomly select 10 lucky readers to give our copies away to.

👉 Join the newsletter!

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FREE RETIREMENT PLANNING RESOURCES:

As a bonus for subscribing to the Stay Wealthy Retirement Newsletter, you'll also receive three (3) of my MOST popular retirement & tax cheatsheets.

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EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

Today, I’m discussing the challenges of spending money in retirement.

To help, Brian Portnoy, one of the world’s leading experts on the psychology of money, joins us to discuss three big things:

➤ Why it’s so difficult for retirement savers to transition from saving to spending

➤ What you can do to prepare for the (well-documented!) challenges of retirement spending

➤ How to use Brian’s “Four C’s” to achieve true wealth in retirement

We also delve into the meaning behind Brian’s famous quote, “Diversification always means having to say your sorry,” and how it can help you make better investing decisions.

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FREE RETIREMENT PLANNING RESOURCES:

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

You'll also receive my weekly retirement newsletter!

👉 Click here to subscribe and grab your cheatsheets.

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EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network