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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

How to Spend More, Stress Less, and Retire Sooner

“I’ll just work a few more years.” It’s the retirement safety net millions of Americans often count on. In large part because the financial industry has convinced everyone that retiring later is the most sensible

Stay Wealthy Retirement Show

3 Ways to Boost Retirement Income

Morningstar recently published its annual “State of Retirement Income” research report. This year’s report finds the highest 30-year safe withdrawal rate for retirees is… 3.7% 🤯 In this episode, you’ll learn: How researchers arrive at

Stay Wealthy Retirement Show

5 Steps to Overcome Retirement Spending Challenges

In this episode, I’m discussing the psychological challenges of spending money in retirement. To help, Brian Portnoy, one of the world’s leading experts on the psychology of money, joins us to discuss three key topics:

Stay Wealthy Retirement Show

Small Cap Value (Part 2): How to Reduce Risk and Improve Returns

Today, I’m continuing our series on Small Cap Value investing. Specifically, in part two, I’m addressing three BIG questions: How do small-cap value stocks reduce risk and improve returns What criteria does an investment need

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.