show episodes
 
Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failur ...
 
Every week Join Christopher Menning On The Back Bar as he interviews industry leaders and experts in the world of bartending, cocktails, wine, and spirits. Be part of the discussion as we cover a wide range of topics and trends on the subject of alcohol. From craft cocktails, bartending advice, and how to taste spirits. If you are a bartender, sommelier, brand ambassador, whiskey aficionado, or frankly just like a good beverage then welcome to your new home for drink news, storytelling, insi ...
 
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show series
 
Happy New Year! To kick off 2021, I’m digging into the three BIG topics I know are on every investor’s mind right now: Small Cap Value Stocks Bitcoin The Dow Jones Crossing 30,000 I’m sharing updates on each + what they mean for your retirement planning and investment portfolio in 2021 and beyond.
 
In this episode of On The Back Bar Podcast, Chris talks to Jack Wareing. Ambassador of Porter's Gin and host of Youtube series One Thing Drinks. Enjoy! One Thing Drinks Youtube channel ***** Before we get started I wanted to reach and ask for your help. This podcast relies on our listeners to keep the show going. If you could support us by giving a…
 
On The Back Bar. A Bartender Podcast for the Drinks Trade #34 In this episode of On The Back Bar Podcast Chris talks to Zdenek Kastanek, Managing Director of True Believers, International Sales Director of EcoSPIRITS and long time barkeep of Singapore's 28 Hong Kong Street. Enjoy! ***** Before we get started I wanted to reach and ask for your help.…
 
Today I’m talking about tax gain harvesting. While tax-loss harvesting typically gets all the attention, realizing gains and deliberately paying taxes now can oftentimes be more valuable. And once again, this strategy is not just for the ultra-wealthy... In fact, those in the highest tax brackets probably shouldn’t pursue this tax planning opportun…
 
In this episode of On The Back Bar Podcast, Chris talks to Taylor Foxman, Vice President of Communications at Parallel and Founder/ CEO of The Industry Collective. Taylor has been in the drinks industry much of her career using her communication talents to help big and small brands share their message. She currently is the Vice President of Communi…
 
Today I’m talking about how to combine roth conversions with charitable giving. In fact, this strategy can help wipe out this year's tax bill, reduce future tax bills, and also support some good causes along the way. The best part? There's no minimum amount of net worth required to take action. So if you want to make a smart tax move while also sup…
 
In this episode of On The Back Bar Podcast, Chris talks to Maxim Schulte, the new Bar Manager of Kol. A restaurant and Mezcaleria alongside Chef Santiago Lastra previously of Noma. Kol is the debut restaurant from chef Santiago Lastra. Kol Mezcaleria will be in the restaurant's lower ground floor and will celebrate all things mezcal. An extensive s…
 
In this episode of On The Back Bar Podcast, Chris talks to Dean Callan about his long career as a brand ambassador and his latest project, The Dean Callan Show. Enjoy! Resources The Dean Callan Show The Craft of the cocktail The Joy of Mixology ***** Before we get started I wanted to reach and ask for your help. This podcast relies on our listeners…
 
Today I’m wrapping up our four-part series on investing in bonds by talking about...implementation! My goal today is to help you take action. To take what you’ve learned these last four weeks and make some meaningful improvements to your retirement portfolio. So if you’re finally able to wrap your head around the basics of bond investing and ready …
 
Today I’m tackling part 3 of our four-part series on investing in bonds. Specifically, I’m sharing why buying bonds and holding them to maturity might not be the best strategy. In fact, if interest rates go up and we maintain a normal yield environment, it’s possible that holding bonds to maturity will result in inferior returns. So if you want to …
 
Today I’m sharing part 2 of our four-part series on investing in bonds. Specifically, I’m going to dive into the two ways you can generate higher expected returns in the bond market. I’m also going to share how one of the most popular bond index funds in the world is taking more risk than most people know. As always, the information I’m sharing is …
 
The EIAM podcast has been hacked! Thankfully, the culprits used their hacking skills to add massive value to our listeners. In this episode, they're sharing how to convert leads into clients. And many of the strategies they share have directly helped me grow my revenue by over 200% in the last three years. Best of all, they don't require any uncomf…
 
In this episode of On The Back Bar Podcast, Chris talks to Jay Khan, the co-founder, and director of the agave mecca COA, a specialist basement bar that quickly became a hot topic and destination bar in Asia. COA opened in 2017 in Hong Kong’s Soho district and landed on Asia’s 50 Best Bars list last year at No.12, bagging the Highest New Entry Awar…
 
Today I’m kicking off our 4-part series on investing in bonds. Contrary to what most people think, the bond market is actually more complex than the stock market. But, don’t worry, I’m here to translate everything into plain English. In today's episode, you’ll learn three big things about bonds: A short history lesson on savings bonds A breakdown o…
 
Today I’m wrapping up our stock market investing series by talking about implementation. My goal? To help retirement savers build a sound investment portfolio or nudge their financial advisor to make some important tweaks based on decades of academic research. I’m sharing what to look for, pitfalls to avoid, and exactly how to go and take action. A…
 
Today I’m finally diving into the world of backlinks. My goal? To help financial advisor's nail down the basics around Google’s #1 search ranking signal. I’m sharing exactly what I’ve done and giving you 5 simple steps to take action. A special guest also drops by to share some tips :) If improving your SEO has been on your list and you’re not sure…
 
Today I’m tackling part three of our stock market investing series. And, this is where we get to the fun stuff! In this episode, I’m sharing what historical data you might use when trying to determine which stocks to invest in. In fact, this data is what many of the top money managers in the world use to intelligently allocate their clients’ assets…
 
Today I’m continuing our 4-part series on investing in the stock market by talking about the two most effective ways to invest in stocks. I’m also sharing the pros and cons of each method so you can decide what’s best for you. In this episode, you’ll learn three BIG things: Why individual stocks have higher expected rates of return than funds What …
 
In this episode of On The Back Bar Podcast, Chris talks to Holly Graham. A Hong Kong based editor, writer and bartender. She has made great strides in helping to support the bar industry through her work as the Managing Editor of DRiNK Magazine (www.drinkmagazine.asia), the region's leading bar industry platform, nominated for Best Cocktail & Spiri…
 
Today I’m kicking off a 4-part series on investing in the stock market. And, I don’t think I could have found a better guest to get us started. My favorite personal finance writer, Morgan Housel, joins us to talk about three BIG things: Why the 60/40 portfolio isn’t dead The history of the 4% rule and how it applies to retirement savers today How t…
 
In this episode of On The Back Bar Podcast, Chris talks to Lorenzo Antinori, a bartender who has been actively involved in some of the world's best bars from London, Korea, and now his home in Hong Kong. Lorenzo, started his career in the hospitality industry in Rome, at the Hotel De Russie, one of the “Leading Hotels of the World”. Before Long Lor…
 
Today on the show I'm answering a fantastic question from Stay Wealthy listener, Chris M. Chris asked about how he should think about his allocation to stocks versus bonds as he gets closer to retirement. "Do I have to increase my allocation to bonds? Is it dangerous to continue to hold stocks?" If retirement is in the next 5-10 years and you want …
 
In this episode of On The Back Bar Podcast, Chris talks to Gabriele Manfredi, a powerhouse in the London drink scene. Originally from Milan, he started out joining the bar team at the renowned Artesian at The Langham, London in 2009. Before long he moved to the cocktail bar, Nightjar in 2011. Four years later he became Head Bartender at sister bar …
 
Today I'm joined by Dennis Moseley-Williams who is one of only two certified Experience Economy in the financial services industry. In this episode, Dennis shares why customer experience is an advisor's best marketing strategy + how to put this concept into action. If you've joined the members-only section at taylorschulte.com, Dennis will be joini…
 
Today is Jeremy Schneider's last episode as guest host before Taylor returns. He reveals the seven deadly sins of investing, including the most deadly...number seven! Jeremy dives deep into which factors can predict future investment performance and compares two similar investors...one who ends up with $1.2M and the other with less than $7,000!…
 
A quick reminder that discounted pricing ($15/mo) for the members-only section ends TODAY. If you want to ramp up your marketing + gain access to more marketing resources, head over to www.taylorschulte.com/subscribe. On today's bonus EIAM episode, I'm sharing an interview I recently did on the Trends With Benefits podcast hosted by Ed Lopez. We ta…
 
Today, Jeremy Schneider of Personal Finance Club continues to fill in and will discuss the FI/RE movement sweeping through the personal finance community. He talks about shifting thoughts around retirement strategies and ages, what the "safe withdrawal rate" is, and how to calculate your "retirement number". Jeremy also answers a question from a li…
 
Today, Jeremy Schneider shares the four biggest lies told by stock market charts. He breaks down "lost decades" and why your investment returns likely don't match what you see in stock market charts. Jeremy also answers two questions from listeners on shifting investing strategies after becoming wealthy and Roth IRAs vs brokerage accounts. If your …
 
In today’s episode, Jeremy Schneider explains what dividend stocks are and why he believes that chasing dividends will actually make you less wealthy in the long run.‎ ‎ He recounts an example told by Warren Buffett explaining why Berkshire Hathaway has never paid a dividend.‎ ‎ Jeremy also answers a user question about a better way to invest than …
 
Jeremy Schneider grew his personal finance Instagram account to 80k+ followers in less than two years.‎ ‎ He didn't pay for followers.‎ ‎ He never played the "follow for follow" game.‎ ‎ And he doesn't outsource anything.‎ ‎ In this conversation, you'll learn 3 big things:‎ ‎ 1.) How and why he uses "lead and lag" metrics to fuel his growth‎ ‎ 2.) …
 
In today's episode, Jeremy Schneider of Personal Finance Club talks about the true cost of buying a car. He breaks down the long term financial impact of a car payment and tells the story of how his ’99 Ford Explorer has made him over $91,000. He also answers two listener questions live on the podcast! If you have ever wondered how you should appro…
 
Today I'm joined by the one and only Tyrone Ross. Tyrone is a financial consultant, early-stage start-up advisor, entrepreneur, and athlete. In this conversation, we discuss: Financial literacy problems and solutions What we can do as individuals to effectively and constructively help people in need The power of proximity (one of my favorites) We a…
 
Today I’m sharing a big announcement, which includes the opportunity for two of our listeners to work with me on their digital marketing efforts for the rest of 2020. I’m also sharing: An update on my Snappy Kraken experiment + an important tweak to my Facebook business page Why the Start Here button is missing from my website Best practices for wr…
 
Today’s episode is a little update from me about this weeks guest and about a new project I have taken on. I'll be heading a new cocktail bar called Pin 31 in Bangkok and I'm looking forward to sharing all! Enjoy! Let me know what you think. ***** Before we get started I wanted to talk first about Patreon and how you can be a part of the podcast. P…
 
Dr. Moira Somers is a psychologist and professor and has uncommon expertise in neuroscience, financial psychology, and mental health. In this interview we dive into three important topics: Direct and indirect financial stress How to have productive money conversations Why it’s a bad idea to avoid talking to adult children about your end of life pla…
 
This weeks episode is a look into the life of one of the industry's most beloved bartenders. With a career that spans 40 years, Salvatore Calabrese has had a lifetime of achievements which we reminisce on today. Salvatore is an award-winning powerhouse in the trade being a consultant, bar operator and author of many best selling books. We discuss h…
 
Welcome everybody to another edition of On the Back Bar and today is a rather special episode as we are co-hosting alongside Shana Race who joins me from her show, TalkTales the Podcast. This episode is a story into both our lives in the world of bartending and podcasting and not only is it super fun but you also learn a lot more about me and what …
 
In this episode of On The Back Bar Podcast, Chris talks to Jerrold Khoo, the Bar Manager of Jigger and Pony in Singapore. Jerrold Khoo started his love of drink making at the age of 17 in Starbucks before rising through the ranks of the Singapore bar scene to his position as the Bar Manager of Jigger and Pony. The hotel bar Jigger and Pony this yea…
 
Today I'm joined by Ashby Daniels, CFP®. Ashby is a financial planner and the author of Medicare Simplified: What Retirees Need to Know About Medicare in 100 Pages or Less. In this episode, we are simplifying Medicare and helping you avoid costly mistakes. Unfortunately, most people don't learn about some of these mistakes until they get sick and n…
 
In this episode of On The Back Bar Podcast, Chris talks to Alistair Reynolds the Johnnie Walker Scotch Whisky Ambassador who joins us to talk to us about his new podcast, The Middle Cut. Co-hosting alongside Diageo Malt Whisky Ambassador Colin Dunn, the pair take a journey across Scotland stopping at a Single Malt distillery every episode to discus…
 
Today I'm sharing my firm's step-by-step process for writing high-quality blog posts that are optimized for search. Specifically, I’m sharing: How and why we leverage professional writers as a part of this process Where in the process the content gets optimized for SEO Why images are more important than you might think How we go about repurposing t…
 
In this episode of On The Back Bar Podcast, Chris talks to Camille Vidal, the founder of La Maison Wellness a mindful drinking brand and creative consultancy. Camille spent her career as a consultant and global brand ambassador for St-Germain and the Bacardi family of brands. She is internationally recognized as a leading voice in the drinks indust…
 
Today I'm on the other end of the microphone! I was recently on the Get Wealth Fit podcast. Dustin (the host) led a great conversation and I wanted to share the replay with you. We talk about: Why you might not need a financial advisor Conflicts of interest in the financial industry How you're making a tax planning decision daily My biggest financi…
 
Kirk Estopinal is a Partner and Bartender of New Orleans' James Beard Foundation award-winning bar Cure and beloved Cuban inspired restaurant and bar, Cane and Table. Prior to that, he lived in Chicago where he was an opening bartender for renowned craft cocktail spot, The Violet Hour. Estopinal left Chicago to return to New Orleans and help Neal B…
 
In this episode we are honoured to have Caroline Rosen, President of Tales of the Cocktail Foundation, join us as a guest. Caroline's role in the New Orleans culinary community has seen her providing scholarships to culinary schools for qualified minority applicants and by providing micro-loans to farmers in the New Orleans region. Her career has d…
 
Today I'm sharing the highlights from last week's webinar with Dimensional Funds. Specifically, I'm covering three things: Why do we invest in the stock market when we know how bad it feels to watch our money go up and down How has the market responded during previous crises What should you be doing with your investments right now If you're interes…
 
In this episode of On The Back Bar Podcast, Chris talks to Lauren Mote, the DIAGEO Reserve & World Class Global Cocktailian, co-creator of Bittered Sling Bitters, a sommelier, writer, and spirits’ judge. Today, Lauren spearheads the World Class Studios educational program globally and creates programming for bartenders, ambassadors, customers and c…
 
It's no secret that podcasting is REALLY popular. In fact, there are now over one million podcasts! Recording and publishing audio is easy. Creating a high-quality podcast with a growing base of raving fans is another story. That's why I asked two podcasting pro's, Mathew Passy and Benjamin Brandt, to help me with today's episode. We cover: Equipme…
 
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