THIS RETIREMENT PODCAST WILL TEACH YOU HOW TO
Make Work Optional
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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...
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...
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...
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...
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,...
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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In case you missed it, market volatility is back. On January 26th, we saw the stock market go from hitting a record high to being...
As some know, the last four years have been a roller coaster for my family. We poured our life savings into our first home and things...
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.
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.