Hosted by Taylor Schulte, CFP® · 🇺🇸 US · EN · 273 episodes
Established thought leaders with verified media credentials.
Retirement is too important to leave to guesswork, headlines, or conflicting advice. The Stay Wealthy Retirement Show is an award-winning retirement podcast designed to help you make smarter decisions with your money, reduce taxes, invest wisely, and create a retirement income plan you can trust. Want to avoid overpaying the IRS in retirement? Prepare for the next stock market downturn? Optimize retirement timing? Turn your investments into reliable income without second-guessing every decision? You're in the right place. I'm Taylor Schulte, a Certified Financial Planner™ and retirement tax planning expert. Each week, I simplify the biggest retirement planning questions so you can feel more informed, more confident, and better prepared to "stay wealthy" in retirement.
Taylor Schulte, CFP® hosts Stay Wealthy Retirement Podcast, a business show with 273 episodes published.
Today, we're stepping away from the spreadsheets, tax strategies, and retirement tactics to have a little fun. I'm sharing six facts that challenge conventional wisdom — including one involving a famous gangster and a re
Dr. Daniel Crosby is a behavioral finance expert, psychologist, and bestselling author known for helping people understand the emotional side of money, investing, and retirement. In this Retirement Replay, he explains wh
At 63, David has $4 million saved. Two advisors have told him he's ready to retire, and every Monte Carlo simulation agrees... but he still can't bring himself to do it. "I'm no longer being smart," he admits. "I'm just
Imagine I hand you two mutual funds and ask how you'd split your money. Same holdings. Same cost. Line by line, they're the exact same fund. The only difference? One has a name you recognize and the the other is generic.
You spend 30 or 40 years protecting your future self. Then you finally retire... and the person you were saving for never quite arrives. There's always an older version down the road who still feels like they need protec
When inflation makes headlines, it can feel like one of those retirement risks you just have to endure. Saving, investing, tax planning, income strategy... those are levers you can pull. Rising prices feel different. The
Umbrella insurance isn't usually the first thing people think about when they picture retirement planning. Most conversations focus on saving enough, investing well, reducing taxes, and creating income. But in retirement
Two retirees. Same $1 million portfolio. Same 60/40 allocation. Same 4% withdrawal rate. Same 30-year retirement. The only difference? One retired in 1973. The other retired in 1975. Fast forward 30 years: one finished w
Many retirement savers assume the anxiety will lift once they hit a certain number. Maybe it's $1 million. Maybe $2 million. Maybe $5 million or more. And then the account crosses the line, the headlines turn ugly, and t
The math behind "wait until 70" for Social Security is real. Hold off claiming from 62 to 70 and your monthly benefit climbs by roughly 77%. So why would anyone walk away from a number that big? The short answer is that
Tax season is finally over. The returns are filed, the stress is behind you, and the last thing you probably want to do is think about taxes again. But the weeks right after tax season are one of the most valuable window
One of the biggest decisions you'll make in your 70s and 80s has nothing to do with your portfolio. It's not about Social Security timing. And it's not about Roth conversions. It's about where you'll live and, more impor
According to the FBI, Americans lost nearly $21 billion to cyber-enabled fraud last year—a 26% increase from the year before. And the single largest category? Investment-related fraud, with more than $8.6 billion in loss
A viral claim keeps making the rounds: that a 1% advisory fee will drain hundreds of thousands of dollars from your retirement savings. The math looks alarming... and that's exactly the point. But as with most things in
Saving for retirement is one challenge. Feeling comfortable (and confident) enough to actually enjoy it is another. Even when the numbers say you're okay, uncertainty about the future can make it hard to use money for th
If you're in or near retirement, one bad investment decision can have lasting consequences. And new research shows just how risky stock picking can be: Over the last 100 years, nearly 60% of all U.S. stocks underperforme
Now that the One Big Beautiful Bill Act has made the 2017 tax rates permanent, more retirees are taking a fresh look at Roth conversions. But there's one rule that even reputable sources struggle to explain clearly—and t
📝 Note: The 6.5% withdrawal rate is based on an 80% stock portfolio, a 30-year time horizon, and a 90% "confidence score." Thanks for your patience while we update the episode to include that information. ~Taylor *** Mo
Health insurance is keeping millions of Americans stuck in jobs they'd otherwise leave. In fact, 1 in 5 workers ages 50–64 say they're staying put because of their employer health coverage. And with recent changes to the
For 30 or 40 years, a paycheck simply showed up. Then one day, it stops. Now you're staring at a portfolio and asking: "How do I turn this into reliable income for the rest of my life…without overpaying the IRS or outliv
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Stay Wealthy Retirement Podcast is hosted by Taylor Schulte, CFP®. The show is categorised under business (investing) and has published 273 episodes.
Stay Wealthy Retirement Podcast has published 273 episodes.
Stay Wealthy Retirement Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Stay Wealthy Retirement Podcast average 25 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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