12 Insightful (and Unbelievable!) Statistics About Markets & Investing

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Financialplanning, Retirement, Money, Taxplanning, Stocks, Wealth, Business, Investing, Retirementplanning

2.4 • 606 Ratings

🗓️ 19 December 2024

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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.

***

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! 🎉

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

Transcript

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0:00.0	This show is a proud member of the Retirement Podcast Network.
0:04.8	Hey, everyone. Before we start today's show, just a quick heads up that my annual tax cheat
0:09.8	sheet that is by far the most downloaded guide every single year has officially been updated
0:15.4	for 2025. This simple two-page cheat sheet includes just about every important number that you would need for your retirement and tax planning next year, especially for those who are navigating around that pesky Medicare Irma surcharge.
0:30.5	Updated federal income tax brackets, AMT annual limits, standard deductions, Social Security taxationation summary, estate and gift tax annual limits.
0:40.0	If it's an important figure needed for any sort of tax or retirement planning, you will
0:44.6	find it on this two-page guide that's been updated to include all of the new adjustments for
0:49.7	2025. If you're already a stay wealthy retirement newsletter subscriber, you received your copy last week. If you're already a Stay Wealthy retirement newsletter subscriber, you received your copy last week.
0:57.6	If you're not a subscriber, visit You Staywealthy.com, forward slash email, or click the link in the episode
1:04.2	description in your podcast app, and you'll immediately receive the two-page PDF.
1:09.6	Okay, on to today's show.
1:15.7	Welcome to Stay Walthy podcast.
1:17.4	I'm your host, Taylor Schulte,
1:18.6	and this is officially the last episode of 2024.
1:22.9	Given that, I'm keeping it light
1:24.4	and having a little fun to round out
1:26.6	another great year hosting this show.
1:29.2	On that note, this show would be nothing without all of you, your engagement, your emails,
1:34.9	your great questions, helpful suggestions, and even your constructive criticism.
1:39.5	I'm incredibly grateful for your trust and support.
1:42.4	And trust me, I don't take this microphone for granted.
1:45.4	So thank you. Thank you for tuning in and contributing to another rewarding year.
	...

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