Retirement Podcast

Podcast

The Stay Wealthy
Retirement Show

A Forbes Top 10 Retirement Podcast

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Learn

THIS RETIREMENT PODCAST WILL TEACH YOU HOW TO

Optimize Investments
Lower Taxes
Make Work Optional

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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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Why Rent vs. Buy Is the Wrong Question With Jeremy Schneider

Today we're breaking down rent vs. buy with Jeremy Schneider, founder of Personal Finance Club. You've probably heard people say: "if you rent, you're throwing money away every month!" Or... "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
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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Estate Planning Investment Management Retirement Income Tax PlanningNovember 23, 2021Stay Wealthy Retirement Show
11 Surprising Facts About Tax Planning, Investing, and Retirement

Today I’m sharing 11 surprising facts about tax planning, investing, and retirement. For example, if you: Retired in the year 2000 with $1 million, invested...

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...

Investment ManagementNovember 2, 2021Stay Wealthy Retirement Show
Equity Compensation Part 1: RSU’s, ESPP’s, and Little-Known Risks

In 2018, General Electric (GE) stock traded at $7/share—an 85% drop from its all-time high. Who was hit the hardest? Company retirees...including former factory workers...

Investment ManagementOctober 26, 2021Stay Wealthy Retirement Show
Inflation: The SPOOKIEST Threat to Your Retirement…or is It?

Today I'm talking about inflation. While inflation has historically averaged ~3%, the most recent CPI report showed an annual rate of 5.4%. 😲 But I’m...

Investment ManagementOctober 20, 2021Stay Wealthy Retirement Show
Preferred Stocks: Everything Retirement Savers Need to Know

Today I'm talking about preferred stocks. Why? One of our listeners, Gene, was recently concerned about the low yields he was getting on bonds &...

Investment ManagementOctober 20, 2021Stay Wealthy Retirement Show
U.S. National Debt: How Will We Ever Pay Off $28 Trillion?

Today I'm talking about the U.S. National Debt which currently sits at ~$28 trillion. While that is a GIANT number, I'm sharing why current debt...

Investment ManagementOctober 20, 2021Stay Wealthy Retirement Show
The Top 3 Benefits of Market Cap Weighted Index Funds

Today I’m talking about the benefits of Market-Cap-Weighted index funds (e.g., Vanguard Total Stock Market). Why? Last week, I made a brief comment that there...

Investment ManagementOctober 20, 2021Stay Wealthy Retirement Show
How to Earn a 7% Return in Today’s Environment

The average interest rate for savings accounts is 0.06%. National home prices just reported their highest one-year gain in history. The U.S. stock market is...

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.