Retirement Podcast

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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

What You’ll Learn Liz is wildly knowledgeable about purpose-driven investing and addresses three big questions in this episode: What is ESG investing (in plain English!) How retirement savers should approach fees when investing in ESG funds What is the most...

Morgan Housel
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Retirement Investing #1: The Psychology of Money with Morgan Housel

What You’ll Learn My favorite personal finance writer, Morgan Housel, joins us to talk about three BIG things: Why the 60/40 portfolio isn’t dead The history of the 4% rule and how it applies to retirement savers today How the...

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

What You’ll Learn What questions you should be asking when making a real estate decision How to approach rent vs. buy in retirement Jeremy’s two-step plan to retire in 12 years!

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About This Episode Jeremy Schneider, founder of Personal...

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Tax Gain Harvesting: What is It and When to Use It

About This Episode 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......

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Step-by-Step: How to Lower Taxes in Retirement

About This Episode 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...

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Hiring a Financial Advisor: The 10 Biggest Mistakes to Avoid

About This Episode 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...

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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.

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