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Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

EN515 episodes
businessinvesting

An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional.Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on this r...

Episodes (515)

The Most Overlooked Retirement Decision (It's Not Your Portfolio)

Stay Wealthy Retirement Podcast

Apr 23, 202621:50failed

The 6-Digit Code That Can Drain Your Retirement Account (And How to Stop It)

Stay Wealthy Retirement Podcast

Apr 16, 202619:15failed

The Real Cost of a Financial Advisor (And Why the 1% Math Is Misleading)

Stay Wealthy Retirement Podcast

Apr 9, 202623:13failed

Why the Happiest Retirees Spend Their Money Differently

Stay Wealthy Retirement Podcast

Apr 2, 202635:20failed

Why 59% of Stocks Destroy Wealth (And What Smart Retirees Do About It)

Stay Wealthy Retirement Podcast

Mar 26, 202619:33failed

The Roth Conversion Rule Almost Nobody Explains Correctly (4 Scenarios That Make...

Stay Wealthy Retirement Podcast

Mar 19, 202619:20failed

5 Withdrawal Strategies to Boost Retirement Income (And How High You Can Really...

Stay Wealthy Retirement Podcast

Mar 12, 202629:13completed

Why Healthcare Before Medicare Shouldn't Stop You From Retiring Early

Stay Wealthy Retirement Podcast

Mar 5, 202627:00pending

The Retirement Income Mistake That Costs Investors Up to 6% Per Year

Stay Wealthy Retirement Podcast

Feb 26, 202619:49pending

The Retirement Risk That Changes Everything

Stay Wealthy Retirement Podcast

Feb 19, 202614:31pending

Why a Stock Market Crash Won't Ruin Your Retirement (and What Actually Will)

Stay Wealthy Retirement Podcast

Feb 12, 202616:58pending

Annuities Explained: When Guarantees Help—and When They Hurt Your Retirement

Stay Wealthy Retirement Podcast

Feb 5, 202629:19pending

The Best Investment for Your Retirement (It's Not What You Think)

Stay Wealthy Retirement Podcast

Jan 29, 202620:19pending

What Happens to Your Taxes When a Spouse Dies (And How to Plan Ahead)

Stay Wealthy Retirement Podcast

Jan 22, 202617:01pending

How to Use 2026 Market Outlooks to Plan for Retirement

Stay Wealthy Retirement Podcast

Jan 15, 202619:37pending

2026 Tax Changes Explained (Including 2 Rules Causing Confusion)

Stay Wealthy Retirement Podcast

Jan 13, 202620:29pending

The 7 Questions That Shape a Confident Retirement

Stay Wealthy Retirement Podcast

Jan 8, 202616:04pending

7 Investing Facts Every Retirement Saver Needs to Hear

Stay Wealthy Retirement Podcast

Dec 18, 202525:21pending

3 Tax Planning Strategies Most Retirement Investors Overlook

Stay Wealthy Retirement Podcast

Dec 11, 202528:56pending

"Happy Thanksgiving (Yes, Even the Jerks)": Wisdom from Warren Buffett

Stay Wealthy Retirement Podcast

Nov 27, 202519:12pending

The S&P 500 Trap: Why the "Safe" Choice Is Actually Risky for Retirees

Stay Wealthy Retirement Podcast

Nov 20, 202519:27pending

Why Retirees Fear Running Out of Money — Even Though They Rarely Do

Stay Wealthy Retirement Podcast

Nov 6, 202517:27pending

The Truth About Long-Term Care Insurance (and When to Buy It)

Stay Wealthy Retirement Podcast

Oct 30, 202527:49pending

Long-Term Care: A 5-Step Process to Determine If You Can "Self-Fund"

Stay Wealthy Retirement Podcast

Oct 23, 202516:24pending

8 Red Flags You're About to Get Scammed

Stay Wealthy Retirement Podcast

Oct 16, 202519:00pending

6 Reasons Why Delaying Social Security Might Hurt Your Retirement

Stay Wealthy Retirement Podcast

Oct 9, 202516:41pending

7 Signs You're Closer to Retirement Than You Think

Stay Wealthy Retirement Podcast

Sep 25, 202516:12pending

Medicare's Future: Rising Costs, Fewer Perks, and Hidden Traps

Stay Wealthy Retirement Podcast

Sep 18, 202519:18pending

Life Insurance Simplified: Smart Strategies for Protecting Your Retirement

Stay Wealthy Retirement Podcast

Sep 11, 202520:28pending

How to Avoid Retirement's Biggest Blind Spots Before It's Too Late

Stay Wealthy Retirement Podcast

Aug 28, 202543:48pending

RMDs Unpacked: The Math Behind Your Required Distributions (and Tax Strategy)

Stay Wealthy Retirement Podcast

Aug 21, 202514:25pending

Why the New Target Retirement Age Is 58 (And How You Can Do It Too)

Stay Wealthy Retirement Podcast

Aug 7, 202513:56pending

Retirement's Big Shift: How the Rules Change After $1 Million

Stay Wealthy Retirement Podcast

Jul 24, 202534:28pending

3 Overlooked Threats to a Fulfilling Retirement

Stay Wealthy Retirement Podcast

Jul 17, 202513:13pending

5 Ways the 'One Big Beautiful Bill' Impacts Your Retirement

Stay Wealthy Retirement Podcast

Jul 10, 202519:42pending

How to Retire at 62 (Even If You Feel "Behind")

Stay Wealthy Retirement Podcast

Jun 26, 202515:44pending

Why 37% of Retirees Have Regrets (And How to Avoid Them)

Stay Wealthy Retirement Podcast

Jun 13, 202510:20pending

The Hidden Risk of "High-Yield" Cash in Retirement

Stay Wealthy Retirement Podcast

Jun 5, 202512:18pending

7 Pitfalls to Avoid If You Want to Stay Retired

Stay Wealthy Retirement Podcast

May 15, 202516:59pending

How to Spend More, Stress Less, and Retire Sooner

Stay Wealthy Retirement Podcast

May 1, 202517:21pending

How Tariffs Actually Work (And Why They're Shaking the Market)

Stay Wealthy Retirement Podcast

Apr 10, 202558:08pending

ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype

Stay Wealthy Retirement Podcast

Mar 20, 202535:35pending

3 Ways to Boost Retirement Income

Stay Wealthy Retirement Podcast

Mar 6, 202518:43pending

The Biggest Retirement Investment Risk: How to Protect Your Portfolio

Stay Wealthy Retirement Podcast

Feb 13, 202513:54pending

3 Ways to Reduce Medicare IRMAA (Now and in the Future!)

Stay Wealthy Retirement Podcast

Jan 30, 202521:20pending

2025 Market Outlook: Planning for Uncertainty

Stay Wealthy Retirement Podcast

Jan 16, 202516:07pending

How to Evaluate Financial Advisors: A Step-by-Step Guide

Stay Wealthy Retirement Podcast

Jan 9, 202523:56pending

12 Insightful (and Unbelievable!) Statistics About Markets & Investing

Stay Wealthy Retirement Podcast

Dec 19, 202417:51pending

Fixing the Housing Market, Trump's Tariffs, What's Next for Our Economy (and Mor...

Stay Wealthy Retirement Podcast

Dec 12, 202433:02pending

5 Steps to Overcome Retirement Spending Challenges

Stay Wealthy Retirement Podcast

Dec 5, 202431:59pending
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