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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

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...

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...

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...

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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...

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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,...

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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 Income Retirement PlanningMay 1, 2025
How to Spend More, Stress Less, and...

"I'll just work a few more years." It's the retirement safety net millions of Americans often count on. In large part because the...

Investment Management Retirement PlanningApril 10, 2025
How Tariffs Actually Work (And Why They’re...

Today I'm diving into the tariff-induced market mania that has been dominating the news headlines. Specifically, I'm joined by Culle...

Investment Management Retirement PlanningMarch 20, 2025
ESG Investing: The Hidden Costs, Real Impact,...

ESG investing is exploding in popularity—but it's also a giant, confusing mess. Over $35 trillion in global assets now follow ESG ...

Retirement Income Retirement PlanningMarch 6, 2025
3 Ways to Boost Retirement Income

Morningstar recently published its annual "State of Retirement Income" research report. This year’s report finds the highest 30-ye...

Investment Management Retirement PlanningFebruary 13, 2025
The Biggest Retirement Investment Risk: How to...

Today I'm discussing the biggest retirement investment risk. As Morgan Housel put it: "It's the hardest risk for people to unders...

Retirement Planning Tax PlanningJanuary 30, 2025
3 Ways to Reduce Medicare IRMAA (Now...

Worried about Medicare IRMAA eating into your retirement savings? Whether you're 10+ years away from Medicare or already enrolled, t...

Investment Management Retirement PlanningJanuary 16, 2025
2025 Market Outlook: Planning for Uncertainty

Markets tend to operate in cycles—yesterday's winners often become tomorrow's losers (and vice versa). The most unloved asset clas...

Retirement PlanningJanuary 9, 2025
How to Evaluate Financial Advisors: A Step-by-Step...

Looking to hire a retirement (and tax) planning expert this year? My team and I have availability for 25 Discovery Meetings over t...

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Have Questions About Retirement?

It's tough to find safe, reliable information from licensed experts. As one of the best retirement podcasts, I'm tackling questions like:

  • How much do I need to save for retirement?
  • What is the best way to navigate around the IRMAA brackets?
  • What are the best strategies for managing my retirement accounts?
  • What should I consider when planning my estate?
  • How do I ensure my healthcare needs are covered in retirement?
  • How can I protect my investments from market volatility?

Tune in to the Stay Wealthy Retirement Show for expert advice and actionable tips to answer all your retirement questions. Subscribe to this retirement podcast now and begin your learning journey.

— 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, retirement income, investing, and insurance. He also shares useful guides like How to Write a Retirement Letter to Your Employer and How to Avoid IRMAA.

Every episode will give you actionable tips to help you preserve your hard-earned money and "stay wealthy" in retirement.

This show is a proud member of the Retirement Podcast Network.

About Taylor

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.


Subscribe to The Stay Wealthy Retirement Show

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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

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