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Artwork for Stay Wealthy Retirement Podcast

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®
Retirement Planning
Financial Planning
Social Security
Inflation
Investment Strategies
Medicare
Roth Conversions
Dividend Investing
Retirement
4% Rule
Financial Advisors
Tax Planning
Roth IRA
Retirement Income
Rmds
Diversification
Market Volatility
S&P 500
Tax Strategy
Warren Buffett

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 r... more

PublishesWeeklyEpisodes268Founded9 years ago
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Artwork for Stay Wealthy Retirement Podcast

Latest Episodes

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. They feel like something that... more

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, one unintentional accide... more

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 with about $280,000 and ... more

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 the worry is still there.

more

Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Josh Rendler
Partner at the host's firm who spends his days deep inside client tax returns
[Firm's name not explicitly stated in transcript]
Episode: 3 Things to Review on Your Tax Return (And a Fresh Take on Social Security Timing)
Michael Kitsis
Finance professor, advisor industry expert, co-founder of a platform for flat-fee advisors
Episode: The Real Cost of a Financial Advisor (And Why the 1% Math Is Misleading)
Daniel Crosby
Dr. Daniel Crosby, psychologist and behavioral finance researcher, author
Episode: Why the Happiest Retirees Spend Their Money Differently
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

Host

Taylor Schulte
Host of Stay Wealthy Retirement Show

Reviews

4.7 out of 5 stars from 759 ratings
  • TRULY EXCEPTIONAL FINANCIAL ADVICE

    Taylor’s freely given financial advice reassures me that he is incredibly knowledgeable and cares about people. I wish I found him when I was looking for advice as we saved for retirement and while in retirement. Our plan is now on automatic, but because he keeps up with the changing environment and policies, I am always learning something. I recommend him to anyone looking for a knowledgeable and smart financial advisor, especially for those working toward a retirement plan.

    Apple Podcasts
    5
    Slab4Virginia
    United Statesa month ago
  • Good show

    Really good information and recommendations spoken in understandable terms

    Apple Podcasts
    5
    26doc
    United Statesa month ago
  • Such a great podcast

    Taylor finds a way to deliver great advice in an easy to understand manner.

    Apple Podcasts
    5
    Aimie P
    United States2 months ago
  • Market perspectives

    I read a number of financial newsletters every day, but Taylor’s podcast gives me the long-term perspective. He doesn’t just look at what’s happening in the market now but what has been shaping patterns and trends for the past hundred years. I learned something new with every podcast and Newsletter.

    Apple Podcasts
    5
    rciesco
    United States2 months ago
  • Consistently Excellent Information

    Hands down the best personal finance podcast out there for anyone, but especially those approaching retirement.

    Apple Podcasts
    5
    cprzjr
    United States2 months ago

Listeners Say

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

Listeners appreciate thorough, evidence-based content and structured takeaways.
High-quality guests and well-researched discussions that stay on topic.
Audience consistently finds the host's explanations approachable and practical.
Long-term, data-driven perspectives that help with big-picture planning.
Clear, concise, actionable insights that are easy to understand.

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 the Happiest Retirees Spend Their Money Differently
Q: How can retirees apply the PERMA model to their financial planning?
Retirees should balance positive experiences with engagement, relationships, meaning, and personal growth—not just leisure—by investing in experiences with loved ones, meaningful hobbies, and volunteer work that builds social connection and a sense of purpose.
Why the Happiest Retirees Spend Their Money Differently
Q: Why does income beyond 75,000 dollars per year continue to correlate with happiness when measured in different ways?
When happiness is measured qualitatively, people report higher life satisfaction with increased income even beyond typical thresholds, because money enables more fulfilling experiences, security, and social opportunities that contribute to perceived well-being.
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.

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?

A practical, data-driven retirement show that focuses on taxes, investing, and flexible income strategies for people building or protecting wealth into and through retirement. Episodes consistently feature frameworks and actionable steps—ranging from Social Security timing and Roth conversions to withdrawal guardrails and healthcare planning—often illustrated with real-world case studies and guest expertise. A standout trait is its emphasis on long horizons, scenario planning, and the psychology of spending, making complex concepts approachable for a wide audience of savers and planners seeking clear, implementable guidance.

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Rephonic provides a wide range of podcast stats for Stay Wealthy Retirement Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Stay Wealthy Retirement Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Stay Wealthy Retirement Podcast get?

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How many subscribers and views does Stay Wealthy Retirement Podcast have?

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. Sound Retirement Radio

How many episodes of Stay Wealthy Retirement Podcast are there?

Stay Wealthy Retirement Podcast launched 9 years ago and published 268 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Stay Wealthy Retirement Podcast?

Recent guests on Stay Wealthy Retirement Podcast include:

1. Josh Rendler
2. Michael Kitsis
3. Daniel Crosby
4. Morgan Housel
5. Nick Maggiulli
6. Liz Simmie
7. Kyla Scanlon
8. Brian Portnoy

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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