• Skip to main content
  • Skip to footer

Stay Wealthy

  • Podcast
  • Blog
  • About
    • About Taylor
    • Awards & Media
  • Work With Me
  • Free Assessment

You’re Subscribed! 🎉

Thank you for joining the Stay Wealthy Retirement Newsletter!

🤑  Click Here to Grab Your Tax Cheatsheet (2025 Updated!)

📈 Click Here to Grab Your Roth IRA 5-Year Rule Flowchart


As a newsletter subscriber, you’ll receive retirement planning articles (written by yours truly!) every Thursday.

My mission is to help you improve retirement success and avoid overpaying the IRS.

In the meantime, there are THREE ways I can help you right now…

1. Subscribe to the Stay Wealthy Podcast

The Stay Wealthy Retirement Show is an award-winning podcast dedicated to helping you:

  • Lower taxes
  • Invest smarter
  • Improve retirement success

Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash?

How about when to take Social Security and how to turn your investments into reliable retirement income?

🎤  Check out the podcast on your favorite app.

Sw Reviews

2. Catch Up on Past Newsletters

I’ve been sending weekly retirement newsletters for several years!

Check out the newsletter archive to get caught up.

3. Get Your Free Retirement Assessment

Are you on the hunt for a retirement and tax planning expert?

My team and I specialize in tax and retirement planning for people aged 50+.

We help our clients lower taxes, invest smarter, and maximize retirement income.

To help you evaluate our firm + make an informed decision about working together, we offer a Free Retirement Assessment™.

Through this 3-step process, we will:

  • Answer your most pressing questions
  • Show you how to lower your tax bill
  • Provide a roadmap for improving retirement success

This complimentary process will help you see exactly how we can help, allowing you to make an informed decision about working with us.

If you want to hire a retirement and tax expert this year, learn more about our Free Retirement Assessmentâ„¢ process here.

An offer to receive a free retirement assessment.

Stay wealthy!

Signature

Taylor Schulte, CFP®

Form Icon
Demo Img

Get smarter about retirement in just 5 minutes every week.

Join the Stay Wealthy Retirement Newsletter!
(Free Weekly Email)

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 is IRMAA for Medicare How IRMAA is calculated How to avoid IRMAA If you want...
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 reduce) Medicare IRMAA can potentially save you tens of thousands of dollars in retirement. These...
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 the perfect letter, you can personally benefit for years to come. For example, it can...
Continue Reading

Footer Logo

© 2024 · Stay Wealthy · Disclaimer · Privacy Policy · Retirement Podcast Network Member

This website uses cookies to improve your experience. ACCEPT REJECT
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT