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Retirement Planning
Strategies, in Plain English.

Lower taxes, invest smarter, and make work optional.
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Named #2 Financial Advisor in U.S.

There are 100,000+ independent financial advisors in the
U.S. The Investopedia 100 spotlights the top financial
advisors in the country, and Taylor Schulte was awarded
the #2 spot in 2022.

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The Stay Wealthy Podcast

A Forbes Top 10 Personal Finance Show/Podcast
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The Stay Wealthy Podcast
with Tayor Schulte

Learn how to reduce taxes, invest smarter, and make work optional in retirement.

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Retirement PlanningMay 15, 2025
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7 Pitfalls to Avoid If You Want to Stay Retired
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Retirement PlanningMay 1, 2025
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How to Spend More, Stress Less, and Retire Sooner
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Retirement PlanningApril 10, 2025
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How Tariffs Actually Work (And Why They’re Shaking the Market)
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Investment ManagementMarch 20, 2025
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ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype
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Retirement IncomeMarch 6, 2025
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3 Ways to Boost Retirement Income
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Investment ManagementFebruary 13, 2025
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The Biggest Retirement Investment Risk: How to Protect Your Portfolio
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— FEATURED PODCASTS
FeaturedMay 18, 2021
Liz Simmie
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The Right Way for Retirement Savers to Approach ESG Investing With Liz Simmie

Today we’re diving into ESG investing. ESG stands for Environmental, Social, and Corporate Governance. And because the world of ESG is messy and complicated, I asked Liz Simmie, co-founder of Honeytree Investment Management, to help us break it down. Liz...

Retirement IncomeSeptember 8, 2020
Morgan Housel
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Retirement Investing #1: The Psychology of Money with Morgan Housel

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...

Retirement IncomeMarch 2, 2020
Jeremy
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Jeremy Schneider: Why Rent vs. Buy Is the Wrong Question

Jeremy Schneider, founder of Personal Finance Club, joins me today to break down rent vs. buy. You've probably heard people say: "If you rent, you're throwing money away every month! Owning a home is a safe investment." And yeah, there...

Retirement IncomeFebruary 1, 2020
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Stay Wealthy Retirement Show
Tax Gain Harvesting: What is It and When to Use It

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...

Retirement IncomeMarch 5, 2019
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Step-by-Step: How to Lower Taxes in Retirement

Are you a working professional? If so, now is the perfect time to make smart moves to lower taxes in retirement. Nearing retirement or already retired? Don't worry, it's not too late to win the game against the I.R.S. Remember,...

FeaturedFebruary 14, 2019
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Stay Wealthy Retirement Show
Hiring a Financial Advisor: The 10 Biggest Mistakes to Avoid

Did you know anyone can call themselves a financial advisor? Or a financial planner, a wealth manager, an investment manager… the list goes on and on. Believe it or not, these titles have no legal or regulatory meaning. They’re not...

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The Stay Wealthy Blog

In-depth guides and how-to’s for retirement savers.
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Learn what Medicare IRMAA is, how to avoid it, and what the IRMAA brackets are.
Medicare IRMAA Brackets 2025: Everything You Need to Know
By: Taylor R. Schulte, CFP® January 9, 2025

In this article, I'm sharing everything you need to know about the Medicare IRMAA brackets 2025. I'm also sharing: What is IRMAA for Medicare How…

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How to Avoid IRMAA: 9 (Simple) Ways to Reduce Medicare Costs
By: Taylor R. Schulte, CFP® January 8, 2025

In this article, I'm sharing how to avoid IRMAA (Income-Related Monthly Adjustment Amount). In fact, learning how to avoid (or reduce) Medicare IRMAA can potentially…

Retirement Letter to Employer: How to Write One (+ Free Templates)
By: Taylor R. Schulte, CFP® June 14, 2024

A retirement letter to your employer formally notifies them of your decision to permanently end full-time employment. When you craft the perfect letter, you can…

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San Diego Real Estate: Should You Buy or Rent? Here’s How to Decide
By: Taylor R. Schulte, CFP® January 1, 2024

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…

— ABOUT

About Taylor Schulte, CFP®

Hey there! Thanks for stopping by. I'm the host of the Stay Wealthy Retirement Show, an Apple Top 100 Podcast. I'm also the founder of Define Financial, a commission-free retirement planning firm.

When I’m not helping people lower their tax bill, you can find me traveling with my wife and kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.

300+

Hours Talking
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50k+

Retirement Savers
Reached Every Month

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Recent Articles

Learn what Medicare IRMAA is, how to avoid it, and what the IRMAA brackets are.
Medicare IRMAA Brackets 2025: Everything You Need to Know
By: Taylor Schulte January 9, 2025

In this article, I’m sharing everything you need to know about the Medicare IRMAA brackets 2025. I’m also sharing: What...
Continue Reading

Featured image for an article with the title, The 9 Best Ways to Avoid IRMAA
How to Avoid IRMAA: 9 (Simple) Ways to Reduce Medicare Costs
By: Taylor Schulte January 8, 2025

In this article, I’m sharing how to avoid IRMAA (Income-Related Monthly Adjustment Amount). In fact, learning how to avoid (or...
Continue Reading

Retirement Letter to Employer: How to Write One (+ Free Templates)
By: Taylor Schulte June 14, 2024

A retirement letter to your employer formally notifies them of your decision to permanently end full-time employment. When you craft...
Continue Reading

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