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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
Featured

Listen to these first

Featured Episodes

Featured Featured Episode Investment ManagementMay 18, 2021
Liz Simmie
Lizz Simmie Cover ImgStay Wealthy Retirement Show
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...

Featured Featured Episode Retirement IncomeSeptember 8, 2020
Morgan Housel
Morgan Cover ImgStay Wealthy Retirement Show
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...

Featured Featured Episode Retirement IncomeMarch 2, 2020
Jeremy
Jeremy Cover ImgStay Wealthy Retirement Show
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...

Featured Featured Episode Retirement IncomeFebruary 1, 2020
Listen Feature
Episode coverStay Wealthy Retirement Show
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...

Featured Featured Episode Retirement IncomeMarch 5, 2019
Listen Feature
Stay Wealthy PodcastStay Wealthy Retirement Show
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,...

Featured Featured Episode Investment ManagementFebruary 14, 2019
Listen Feature
Episode coverStay Wealthy Retirement Show
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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Featured Featured Episode Investment ManagementMay 18, 2021Stay Wealthy Retirement Show
The Right Way for Retirement Savers to...

Today we’re diving into ESG investing. ESG stands for Environmental, Social, and Corporate Governance. And because the world of...

Featured Featured Episode Retirement IncomeSeptember 8, 2020Stay Wealthy Retirement Show
Retirement Investing #1: The Psychology of Money...

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...

Featured Featured Episode Retirement IncomeMarch 2, 2020Stay Wealthy Retirement Show
Jeremy Schneider: Why Rent vs. Buy Is...

Jeremy Schneider, founder of Personal Finance Club, joins me today to break down rent vs. buy. You've probably heard people say: "I...

Featured Featured Episode Retirement IncomeFebruary 1, 2020Stay Wealthy Retirement Show
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...

Featured Featured Episode Retirement IncomeMarch 5, 2019Stay Wealthy Retirement Show
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 ...

Featured Featured Episode Investment ManagementFebruary 14, 2019Stay Wealthy Retirement Show
Hiring a Financial Advisor: The 10 Biggest...

Did you know anyone can call themselves a financial advisor? Or a financial planner, a wealth manager, an investment manager… the...

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.

About Show Right Img

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.

Filter by topic

Stay Wealthy Retirement Show

The Right Way for Retirement Savers to Approach ESG Investing With Liz Simmie

May 18, 2021

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

Stay Wealthy Retirement Show

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

September 8, 2020

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,

Stay Wealthy Retirement Show

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

March 2, 2020

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

Stay Wealthy Retirement Show

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

February 1, 2020

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

Stay Wealthy Retirement Show

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

March 5, 2019

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

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About

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.

About Show Right Img

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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Stay up to date with retirement planning tips & strategies.

How New Tax rules Could Permanently Lower
the Taxes You Pay [Free PDF Guide]

Recent Articles

Medicare IRMAA brackets and ten ways to avoid or reduce IRMAA.
2023 IRMAA Brackets: What Are They + How to Avoid IRMAA
By: Taylor Schulte March 1, 2023

Today I’m sharing everything you need to know about the 2022 and 2023 IRMAA Brackets. I’m also sharing: What IRMAA is How IRMAA is calculated The 10 best ways to avoid IRMAA If you want

Donor Advised Funds
Donor-Advised Funds: How to Get a Bigger Tax Deduction in 2022
By: Taylor Schulte January 5, 2022

Today I’m sharing everything you need to know about donor-advised funds. In fact, these simple giving accounts can help you lower your tax bill in 2022. They can also help you give more money to

san diego real estate
San Diego Real Estate: Should You Buy or Rent? Here’s How to Decide
By: Taylor Schulte January 1, 2022

San Diego real estate continues to skyrocket. If we buy a home, it feels like we might be getting in at the top of the market. If we rent, we are just paying someone else’s

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