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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

Featured Featured Episode Investment ManagementMay 18, 2021
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...

Featured Featured Episode Retirement IncomeSeptember 8, 2020
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...

Featured Featured Episode Retirement IncomeMarch 2, 2020
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...

Featured Featured Episode Retirement IncomeFebruary 1, 2020
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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...

Featured Featured Episode Retirement IncomeMarch 5, 2019
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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
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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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Insurance Planning Investment ManagementJune 28, 2022Stay Wealthy Retirement Show
10 Reasons to Avoid Indexed Universal Life...

Indexed Universal Life Insurance (IUL) is all the rage right now. "10%+ growth potential." "Guaranteed security against market ri...

Insurance Planning Retirement Planning Tax PlanningJune 23, 2022Stay Wealthy Retirement Show
The 2022 Medicare IRMAA Brackets and How...

Today I'm sharing a fun announcement with everyone. I'm also providing important information on the 2022 Medicare IRMAA brackets. ...

Insurance Planning Retirement Planning Tax PlanningJune 7, 2022Stay Wealthy Retirement Show
3 Big Retirement Mistakes (and How to...

Today I’m sharing three (3) big retirement planning mistakes and how to avoid them. Actually, that’s not true... I was inspir...

Insurance PlanningJanuary 25, 2022Stay Wealthy Retirement Show
Life Insurance Part 2: Academic Use Cases,...

Today I'm tackling part 2 of our life insurance in retirement series. To help, friend and fellow financial planner, Stephanie McCull...

Insurance PlanningJanuary 18, 2022Stay Wealthy Retirement Show
Life Insurance (in Retirement) Part 1: The...

Today I'm kicking off our two-part series on life insurance. Specifically, I'll be tailoring these episodes to those who are in reti...

Insurance PlanningDecember 21, 2021Stay Wealthy Retirement Show
Stay Wealthy Giveaway + What You Need...

Two weeks ago, my wife and I came home to a major water leak. We've been bouncing around between Airbnb's with three kids and a dog ...

Insurance PlanningJuly 13, 2021Stay Wealthy Retirement Show
LTC Part 2: Everything You Ought to...

Want to lower your tax bill + improve retirement success? Click Here to Get Your FREE Retirement & Tax Assessment Today I...

Insurance PlanningJuly 6, 2021Stay Wealthy Retirement Show
LTC Part 1: A Step-by-Step Process to...

Today I'm kicking off a two-part series on Long Term Care (LTC). In part one, I'm sharing: If Long Term Care is one of those ...

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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.

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

10 Reasons to Avoid Indexed Universal Life Insurance (IUL)

June 28, 2022

Indexed Universal Life Insurance (IUL) is all the rage right now. “10%+ growth potential.“ “Guaranteed security against market risk.“ “Tax-free retirement income.” These policies are confusing. And they sound WAY  too good to be true.

Stay Wealthy Retirement Show

The 2022 Medicare IRMAA Brackets and How to Reduce This Surcharge

June 23, 2022

Today I’m sharing a fun announcement with everyone. I’m also providing important information on the 2022 Medicare IRMAA brackets. This includes covering: What Medicare IRMAA is and how it’s calculated The 2022 updated IRMAA brackets

Stay Wealthy Retirement Show

3 Big Retirement Mistakes (and How to Sidestep Them)

June 7, 2022

Today I’m sharing three (3) big retirement planning mistakes and how to avoid them. Actually, that’s not true… I was inspired to add a fourth retirement mistake at the last minute after a recent client

Stay Wealthy Retirement Show

Life Insurance Part 2: Academic Use Cases, Evaluating Old Policies, Helpful Resources, and More!

January 25, 2022

Today I’m tackling part 2 of our life insurance in retirement series. To help, friend and fellow financial planner, Stephanie McCullough stops by. Together, we cover three main things: We also break down 1035 exchanges

Stay Wealthy Retirement Show

Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks

January 18, 2022

Today I’m kicking off our two-part series on life insurance. Specifically, I’ll be tailoring these episodes to those who are in retirement or close to it. Here are a handful of the things I’ll be

  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to Next Page »
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.

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Recent Articles

2022 IRMAA Brackets
2022 IRMAA Brackets: What Are They + How to Avoid IRMAA
By: Taylor Schulte May 22, 2022

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

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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