Podcast
The Stay Wealthy
Retirement Show
A Forbes Top 10 Retirement Podcast
THIS RETIREMENT PODCAST WILL TEACH YOU HOW TO
Optimize Investments
Lower Taxes
Make Work Optional
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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 ...
The Correct Order for Saving & Investing...
Today I'm sharing the correct order for saving and investing your retirement dollars. Most people think the first stop for your hard...
Tax Gain Harvesting: What is It and...
Today I’m talking about tax gain harvesting. While tax-loss harvesting typically gets all the attention, realizing gains and deli...
Per Stirpes: How To avoid Sending Millions...
Today I'm explaining the difference between per stirpes and per capita. Why? Because most retirement investors skip this step whe...
Financial Myth #4: A Traditional 401k is...
When you contribute to retirement accounts, you typically have two options: Contribute pre-tax dollars today, pay taxes in retirem...
Financial Myth #3: Election Years Influence Stock...
We all know 2020 is an election year. And, it's not uncommon for investors to assume that because it's an election year, the stock m...
Financial Myth #2: It’s Dangerous to Invest...
The stock market has been screaming upward for over 10 years now. Many are worried about putting their hard-earned money in stocks, ...
Financial Myth #1: If Interest Rates Rise,...
Interest rates are at record low levels. The bond market in an almost 40-year year bull market. It's very possible you have heard...
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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.
Proud Member of the Retirement Podcast Network.
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.