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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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Listen to these first

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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Episode coverStay 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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Retirement IncomeApril 21, 2020Stay Wealthy Retirement Show
5 Things Retirement Savers Need to Know...

I've partnered with Dimensional Funds (a $450 billion asset manager) to host a FREE webinar on April 30th. We will be addressing the...

Investment ManagementApril 7, 2020Stay Wealthy Retirement Show
Cullen Roche: Pragmatic Thinking on COVID-19

Today I'm joined by Cullen Roche who is best known for his work on monetary economics and portfolio construction. I asked Cullen to ...

Retirement IncomeApril 2, 2020Stay Wealthy Retirement Show
Navigating the Global Financial Markets With Jan...

Jan van Eck is the CEO of VanEck, a $50 billion asset manager (as of 2019). Last month, Jan's team became concerned about the global...

Retirement IncomeMarch 31, 2020Stay Wealthy Retirement Show
How to Manage Stress & Anxiety During...

Today I'm joined by Dave Goetsch, the executive producer and writer for "The Big Bang Theory." Dave has battled with anxiety around ...

Retirement IncomeMarch 24, 2020Stay Wealthy Retirement Show
COVID-19 + What You Should Be Doing...

I hope you, your family, and friends are staying safe during these difficult times. In today's bonus episode, I'm discussing COVID-1...

Retirement IncomeMarch 17, 2020Stay Wealthy Retirement Show
10 Things You Should Be Doing If...

Today, Peter Lazaroff is sharing the 10 things you should be doing if you're 10 years from retirement. Get this... Only 10% of pe...

Featured Featured Episode Retirement IncomeMarch 2, 2020Stay Wealthy Retirement Show
Jeremy Schneider: Why Rent vs. Buy Is...

Jeremy Schneider, founder of Personal Finance Club, joins me today to break down rent vs. buy. You've probably heard people say: "I...

Retirement IncomeFebruary 18, 2020Stay Wealthy Retirement Show
What Every Retirement Saver Needs to Know...

Today I'm going to share what retirement savers need to know about variable annuities. Insurance products are great and all. But ...

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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.

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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.

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Stay up to date with retirement planning tips & strategies.

How New Tax rules Could Permanently Lower
the Taxes You Pay [Free PDF Guide]

Recent Articles

Medicare IRMAA brackets and ten ways to avoid or reduce IRMAA.
2023 IRMAA Brackets: What Are They + How to Avoid IRMAA
By: Taylor Schulte March 1, 2023

Today I’m sharing everything you need to know about the 2022 and 2023 IRMAA Brackets. I’m also sharing: What IRMAA is How IRMAA is calculated The 10 best ways to avoid IRMAA If you want...
Continue Reading

Donor Advised Funds
Donor-Advised Funds: How to Get a Bigger Tax Deduction in 2022
By: Taylor Schulte January 5, 2022

Today I’m sharing everything you need to know about donor-advised funds. In fact, these simple giving accounts can help you lower your tax bill in 2022. They can also help you give more money to...
Continue Reading

san diego real estate
San Diego Real Estate: Should You Buy or Rent? Here’s How to Decide
By: Taylor Schulte January 1, 2022

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 market. If we rent, we are just paying someone else’s...
Continue Reading

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