Retirement Podcast

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 with 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,...

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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Stay Wealthy PodcastStay 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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Insurance PlanningJanuary 18, 2022Stay Wealthy Retirement Show
Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks

Today I'm kicking off our two-part series on life insurance. Specifically, I'll be tailoring these episodes to those who are in retirement or close to...

Investment ManagementJanuary 11, 2022Stay Wealthy Retirement Show
How to Prepare for Tech Bubble 2.0

A near-record number of tech stocks have fallen by 50% or more from their one-year highs. Is this the beginning of tech bubble 2.0? If...

Investment ManagementJanuary 5, 2022Stay Wealthy Retirement Show
Why You Should Pay Attention to Stock Market Forecasts

Today I'm talking about market forecasts and predictions. Why? Unlike the core principles that create a successful investment outcome, the financial + economic environment is...

Insurance PlanningDecember 21, 2021Stay Wealthy Retirement Show
Stay Wealthy Giveaway + What You Need to Ask Your Insurance Company (ASAP!)

Two weeks ago, my wife and I came home to a major water leak. We've been bouncing around between Airbnb's with three kids and a...

Retirement IncomeDecember 7, 2021Stay Wealthy Retirement Show
Should You Include Social Security in Your Retirement Plan?

The Social Security program currently pays more in benefits than it collects in revenue. If no changes are made, Social Security will become insolvent by...

Investment ManagementNovember 30, 2021Stay Wealthy Retirement Show
Investing in Real Estate: Key Findings from a Comprehensive 22-Year Study

Today I’m sharing key findings from a 22-year study on investing in real estate. In general, there are three primary ways you can invest in...

Estate Planning Investment Management Retirement Income Tax PlanningNovember 23, 2021Stay Wealthy Retirement Show
11 Surprising Facts About Tax Planning, Investing, and Retirement

***NOTE: If you're looking for the "Investing in Real Estate" episode show notes, click here. Sorry for the confusion!*** Today I’m sharing 11 surprising facts...

Investment ManagementNovember 16, 2021Stay Wealthy Retirement Show
I Made a Mistake + Equity Compensation Part 2

Today I'm clearing up some confusion from a prior episode. I'm also tackling part 2 of our equity compensation series. Specifically, I'm sharing the following...

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.

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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.