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The Stay Wealthy
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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

– Listen to these first

Featured Episodes

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…

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…

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…

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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…

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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,…

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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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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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Stay Wealthy Retirement Show

7 Pitfalls to Avoid If You Want to Stay Retired

You’ve finally made it to retirement! But what if some of the choices you’re making right now are quietly pulling you back to work? Every year, countless retirees are forced back into the workplace. Not

Stay Wealthy Retirement Show

3 Big Medicare Pitfalls to Avoid (In 2024)

Navigating the Medicare world is confusing and challenging. As a result, many retirees make Medicare decisions without clearly understanding the long-term implications. Long-term implications that, in worst-case scenarios, can jeopardize a retirement plan. To help

Stay Wealthy Retirement Show

3 (More) Reasons NOT to Do Roth Conversions

Last year, I published an episode titled, 5 Reasons Not to Do a Roth Conversion. In short, the 5 reasons were: Shadow taxes  No undo button Lack of cash flow to pay the tax bill

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.