Today I’m responding to some constructive criticism I received from a listener. 😲 I’m also sharing my conversation with Steve Chen, host of The NewRetirement Podcast. Along with sharing a personal update on having three
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The Best Retirement Account Type, Making Investment…
There is no shortage of questions when it comes to navigating and planning for retirement.
How much do I need to save?
How do I…
Inflation Is Cooling…But Why Does Everything Still…
Why Does Everything Feel So Expensive?
Inflation hit a 40-year high of 9.1% in June 2022.
Today, inflation is hovering around 3%.
…
Roth Conversions and the 5-Year Rule (Explained!)
The “Trump-era tax cuts” are set to expire in 2026.
In other words, retirement savers only have two more years to take advantage of …
4 (Little-Known) Retirement Planning Misconceptions
Today I’m talking through 4 (rarely-discussed) retirement planning misconceptions.
In fact, some of these misconceptions might not b…
How to Invest During an Election Year
It’s an election year.
As a result, it’s common for retirement investors to believe that the market MUST be in for a wild ride.
…
Cullen Roche: Stop Talking About “Paying Off…
The U.S. national debt recently crossed $34 trillion.
Without causing some serious pain, paying off this debt is nearly impossible t…
How to Evaluate (and Choose!) a Financial…
With over 300,000 in the U.S., finding a financial advisor is easy.
On the other hand, properly evaluating an advisor AND choosing t…
2024 Market Outlook: Why We Should Prepare…
Today I’m talking about stock market predictions.
Specifically, I’m sharing:
What happened in the markets in 2023
What may l…
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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.
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.
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The Seven Deadly Sins of Investing
Per Stirpes: How To avoid Sending Millions of Retirement Dollars to the Wrong Beneficiary
About the show
The Stay Wealthy Retirement Show 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 and tools you need to 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.