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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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Retirement PlanningMarch 22, 2023Stay Wealthy Retirement Show
More Than Money: Real Life Stories of...

Today I’m sharing my recent conversation with Joe Saul-Sehy from Stacking Benjamins. Together, Joe and I break down two real-life ...

Investment Management Retirement PlanningMarch 15, 2023Stay Wealthy Retirement Show
The Biggest Risk

Today I'm discussing risk. Specifically, a type of risk known as "tail risk." As Morgan Housel puts it, it's the hardest for peop...

Investment ManagementMarch 1, 2023Stay Wealthy Retirement Show
Alternative Investments: Should You Invest in Them?

Today I'm talking about alternative investments. An "alternative" is an asset that doesn't fall into one of the three traditional in...

Retirement PlanningFebruary 15, 2023Stay Wealthy Retirement Show
January CPI Report: Why Inflation is Rising...

Today I’m addressing the January 2023 inflation report. In fact, contrary to expectations, inflation increased last month.😬 ...

Investment Management Retirement Income Retirement PlanningFebruary 8, 2023Stay Wealthy Retirement Show
How to Invest for Retirement in an...

Today I’m talking about investing and planning for retirement during uncertain times. In fact, I was recently invited to discuss t...

Estate Planning Insurance Planning Investment Management Retirement Income Retirement Planning Tax PlanningFebruary 2, 2023Stay Wealthy Retirement Show
Financial Advisors (Part 5): Answering FIVE Frequently...

Today I’m wrapping up our series on Financial Advisors by answering five (5) common questions. Questions such as: How important a...

Estate Planning Insurance Planning Investment Management Retirement Income Retirement Planning Tax PlanningJanuary 25, 2023Stay Wealthy Retirement Show
Financial Advisors (Part 4): Should You Work...

Today I’m tackling part four (4) of our series on financial advisors. Specifically, I’m covering three BIG things: What is ...

Estate Planning Insurance Planning Investment Management Retirement Income Retirement Planning Tax PlanningJanuary 18, 2023Stay Wealthy Retirement Show
Financial Advisors (Part 3): What Fees Do...

Today I’m sharing the different ways financial advisors charge for their services. In fact, there are FOUR main fee structures you...

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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

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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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