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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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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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Investment Management Retirement Income Retirement PlanningAugust 16, 2022Stay Wealthy Retirement Show
Zero Inflation, Buffer ETFs, and Social Security...

Today I’m tackling a few retirement and investing questions from our listeners. Specifically, I’m answering the following: ...

Investment Management Retirement PlanningAugust 9, 2022Stay Wealthy Retirement Show
The Risk of Deflation

Today I'm talking about the case for -- and risk of -- deflation. Specifically, in this episode, I cover: What deflation is ...

Investment Management Retirement PlanningJuly 12, 2022Stay Wealthy Retirement Show
Series I Bonds: Should Retirement Savers Invest...

Today we’re talking about I Bonds! Specifically, guest host Jeremy Schneider is discussing three BIG things: If you want to...

Investment Management Retirement Planning Tax PlanningJuly 5, 2022Stay Wealthy Retirement Show
Huge Tax Bills at Vanguard: What Retirement...

Today Jeremy Schneider dives into Vanguard Target Retirement funds (and the tax problems they're causing). Specifically, he's sharin...

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. ...

Estate Planning Investment Management Retirement Planning Tax PlanningJune 21, 2022Stay Wealthy Retirement Show
Grandparent 529 Plans: Big Changes + How...

Today I’m talking about Grandparent 529 Plans. In fact, a BIG change was recently that seemed to fly under the radar. In additi...

Investment Management Retirement PlanningJune 15, 2022Stay Wealthy Retirement Show
3 Key Takeaways on Inflation from the...

Inflation accelerated to 8.6% in May. 😬 Why is inflation getting worse? And how should retirement investors respond? In this e...

Investment Management Retirement PlanningJune 9, 2022Stay Wealthy Retirement Show
Why Are TIPS (Inflation-Protected Bonds) Losing Money?

Inflation has skyrocketed this year. In fact, inflation jumped to a 40-year high of 8.5% in March 2022. So why are Treasury Infla...

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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

Zero Inflation, Buffer ETFs, and Social Security Increases

August 16, 2022

Today I’m tackling a few retirement and investing questions from our listeners. Specifically, I’m answering the following: How do you make sense of the two conflicting July 2022 inflation reports (0% inflation vs 8.5%)? What

Stay Wealthy Retirement Show

The Risk of Deflation

August 9, 2022

Today I’m talking about the case for — and risk of — deflation. Specifically, in this episode, I cover: What deflation is How deflation impacts our economy Why it’s a risk we should be considering

Stay Wealthy Retirement Show

Series I Bonds: Should Retirement Savers Invest in Them for Inflation Protection?

July 12, 2022

Today we’re talking about I Bonds! Specifically, guest host Jeremy Schneider is discussing three BIG things: If you want to learn about this unique and (virtually) risk-free investment that’s paying 9%+, you’re going to love

Stay Wealthy Retirement Show

Huge Tax Bills at Vanguard: What Retirement Savers Need to Know

July 5, 2022

Today Jeremy Schneider dives into Vanguard Target Retirement funds (and the tax problems they’re causing). Specifically, he’s sharing: He’s also answering two (2) BIG questions from listeners! If you’re ready to learn how to avoid

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

  • Go to page 1
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  • Go to page 3
  • Go to page 4
  • 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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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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