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Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®
Retirement Planning
Dividend Investing
Inflation
Tax Loss Harvesting
Financial Scams
Investment Strategies
Roth IRA
Consumer Price Index
Investment Fraud
U.S. National Debt
Financial Planning
Average Hourly Wages
Identity Theft
Bonds
Medicare
Tax Rates
Food Prices
Gas Prices
Personal Finance
Stock Buybacks

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... more

PublishesWeeklyEpisodes256Founded9 years ago
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Artwork for Stay Wealthy Retirement Podcast

Latest Episodes

📝 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

***

Most people spend far less i... more

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 ACA, that pressure is onl... more

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 outliving my money?"

It's no ... more

Markets move every day. Headlines change every hour.

But the greatest threat to your retirement plan isn't volatility... it's something far less visible.

In this episode, I'm breaking down:

→ The three components of risk most investors focus on... more

Key Facts

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Podcast Host
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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Morgan Housel
Best-selling author known for his writings on investing and risk
Episode: The Retirement Risk That Changes Everything
Nick Maggiulli
Author, Data Scientist, and COO of Ritholtz Wealth Management
Ritholtz Wealth Management
Episode: Retirement's Big Shift: How the Rules Change After $1 Million
Liz Simmie
Co-founder of HoneyTree Investment Management
HoneyTree Investment Management
Episode: ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype
Kyla Scanlon
Author and economic expert, known for her book 'In This Economy, How Money & Markets Really Work'
Episode: Fixing the Housing Market, Trump's Tariffs, What's Next for Our Economy (and More!)
Brian Portnoy
One of the world's leading experts on the psychology of money
Episode: 5 Steps to Overcome Retirement Spending Challenges
Perth Tolle
Founder of the Freedom 100 Emerging Markets Index
Episode: How to Invest In Emerging Markets
Dr. Daniel Crosby
Psychologist, behavioral finance expert, and New York Times bestselling author
Episode: Why You Are (Probably) Planning for the Wrong Things in Retirement
Ruben Miller
Investment strategist and financial expert
Episode: Small Cap Value (Part 1): Is This Popular Strategy Dead?
Nick Medjuli
Author and financial expert, previous guest on the podcast
Of Dollars and Data
Episode: Retirement, Taxes, and Investment Underperformance

Host

Taylor Schulte
Host of the Stay Wealthy Retirement Podcast and a CERTIFIED FINANCIAL PLANNER™, Taylor provides listeners with financial advice focused on retirement and investment strategies.

Reviews

4.7 out of 5 stars from 719 ratings
  • Bad information

    Stop comparing apples to oranges! So much misinformation being given.

    Apple Podcasts
    1
    bbreview13692
    United States3 months ago
  • Very Informative

    I’ve been a regular listener for a couple years but after episode on December 11 2025 especially, I have to pass on my appreciation for the usefulness and density of information you provide. Thank you.

    Apple Podcasts
    5
    Jman/bird/rock100
    United States3 months ago
  • Excellent

    You provide one of the best podcasts out there. The one of fraud was exceptional

    Apple Podcasts
    5
    Jmomhall
    United States5 months ago
  • Time well spent

    I enjoy listening to financial podcasts. I have listened to many over the years. I came across this podcast a few weeks ago, and it quickly became one of my favorites. The information is timely, concise and gets me to thinking about my financial situation and what I should do to improve it. Truly time well spent.

    Apple Podcasts
    5
    S. Teague
    United States6 months ago
  • Actionable and to the point

    I’ve listened to many podcasts hosted by CFPs and Taylor’s is one of the top ones for me. He explains things clearly and I am left with actionable steps after each episode. 5 stars highly recommended!

    Apple Podcasts
    5
    Nyknix786
    United States6 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The podcast is viewed as a valuable resource for anyone looking to enhance their retirement planning skills.
Several reviews highlight the show's focus on critical retirement issues like tax planning and investment strategies as particularly helpful.
Listeners appreciate the show for its actionable insights, clear explanations, and engaging presentation of financial topics.
Many commend the host's ability to distill complex financial information into easily digestible episodes.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Why Healthcare Before Medicare Shouldn't Stop You From Retiring Early
Q: Where should we start with your thinking on this?
We start by recognizing misconceptions, lay out the options beyond ACA, and emphasize inventorying current circumstances to map a plan that allows retiring earlier with manageable healthcare costs.
Life Insurance Simplified: Smart Strategies for Protecting Your Retirement
Q: What's the simplest and most cost-effective way to ensure the part that I or my beneficiaries cannot bear?
Identify the most straightforward and affordable method to insure against the portion of the risk that can't be handled directly.
Life Insurance Simplified: Smart Strategies for Protecting Your Retirement
Q: Could I or my heirs realistically absorb 100% of that loss?
Evaluate whether you or your beneficiaries could handle the entirety of the financial impact if the risk materializes.
Life Insurance Simplified: Smart Strategies for Protecting Your Retirement
Q: If that risk actually happened, what would be the financial impact in dollar terms?
You need to estimate the financial impact if the identified risk occurs, assessing potential losses.
Life Insurance Simplified: Smart Strategies for Protecting Your Retirement
Q: What specific risk am I trying to protect against?
You're trying to identify the actual risk that necessitates purchasing life insurance.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Stay Wealthy Retirement Podcast

What is Stay Wealthy Retirement Podcast about and what kind of topics does it cover?

Focused on retirement planning and investment strategies, this podcast provides listeners with actionable insights aimed at helping them navigate the complexities of retirement. Topics covered include tax optimization, investment diversification, and strategies to establish reliable retirement income while emphasizing the importance of smart financial decisions. The host, a certified financial planner, engages listeners with a straightforward approach to demystifying financial concepts, making it accessible for both novices and seasoned investors alike. Unique to this podcast is its blend of personal anecdotes and deep dives into current financial trends, ensuring that it addresses the evolving landscape of retirement planning.

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How many listeners does Stay Wealthy Retirement Podcast get?

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To see how many followers or subscribers Stay Wealthy Retirement Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Stay Wealthy Retirement Podcast?

These podcasts share a similar audience with Stay Wealthy Retirement Podcast:

1. Retirement Starts Today
2. Retirement Answer Man
3. Ready For Retirement
4. Your Money, Your Wealth
5. Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

How many episodes of Stay Wealthy Retirement Podcast are there?

Stay Wealthy Retirement Podcast launched 9 years ago and published 256 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Stay Wealthy Retirement Podcast?

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What guests have appeared on Stay Wealthy Retirement Podcast?

Recent guests on Stay Wealthy Retirement Podcast include:

1. Morgan Housel
2. Nick Maggiulli
3. Liz Simmie
4. Kyla Scanlon
5. Brian Portnoy
6. Perth Tolle
7. Dr. Daniel Crosby
8. Ruben Miller

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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