Podcast

The Stay Wealthy
Retirement Show

A Forbes Top 10 Retirement Podcast

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THIS RETIREMENT PODCAST WILL TEACH YOU HOW TO

Optimize Investments
Lower Taxes
Make Work Optional
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Featured Episodes

Featured Featured Episode Investment ManagementMay 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...

Featured Featured Episode 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...

Featured Featured Episode 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...

Featured Featured Episode Retirement IncomeFebruary 1, 2020
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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...

Featured Featured Episode Retirement IncomeMarch 5, 2019
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Stay Wealthy PodcastStay Wealthy Retirement Show
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,...

Featured Featured Episode Investment ManagementFebruary 14, 2019
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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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About

About the show

The Stay Wealthy Retirement Podcast 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 tax planning, IRA’s, 401(k)’s, retirement income strategies, insurance, pensions, investments, social security, and more.

Every episode will give you actionable tips to help you preserve your hard-earned money and “stay wealthy” in retirement.

About Show Right Img

TAYLOR R. SCHULTE, CFP®

I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.

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Stay Wealthy Retirement Show

2022 IRMAA Brackets: What Are They + How to Avoid IRMAA

Today I’m sharing everything you need to know about the 2022 IRMAA Brackets. I’m also sharing: What IRMAA is How IRMAA is calculated The 10 best ways to avoid IRMAA If you want to lower

Stay Wealthy Retirement Show

Fintech Market Size & Growth Statistics 2021/2022

The fintech – or “financial technology” industry has grown exponentially since 2014, when users, investors, and regulators began to take note of the burgeoning market. In fact, research indicates that, as of 2021, more than 210

Stay Wealthy Retirement Show

How to Save for Retirement if You Don’t Have a 401(k)

You can’t ask, “how should I save for retirement?” without hearing an answer that includes some variation of, “save money in your 401(k).” That’s for good reason. 401(k)s give you a tax-advantaged place to save

About

About the show

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 tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, investments, social security, and more.

Every episode will give you actionable tips and tools you need to preserve your hard-earned money and "stay wealthy" in retirement.

About Show Right Img

TAYLOR R. SCHULTE, CFP®

I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.