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
Publishes | Twice monthly | Episodes | 237 | Founded | 8 years ago |
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Number of Listeners | Categories | BusinessInvesting |
Most experts say the smartest Social Security move is to wait until age 70 to claim.
On paper, the logic seems simple—delay claiming, and you’ll lock in a larger monthly check for life.
But here’s what's interesting: only about 10% of Americans a... more
We’ve been told our whole lives that retirement happens at 65—maybe 62 if you’re lucky.
But in my experience, that traditional timeline isn’t always the reality. In fact, for many people, retirement may be much closer than they realize.
After nea... more
Even if you’re not on Medicare right now, chances are someone you love is—and sooner or later, you’ll face those decisions yourself.
That’s why it’s worth paying attention to an important letter that arrives every September: the Annual Notice of Ch... more
Despite making insurance decisions almost daily, many retirement savers don't truly understand what they’re buying or why they need it.
In today's episode, I'm breaking down life insurance into simple, actionable terms.
Specifically, I’m sharing:... more
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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.
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!
I’m a CFP professional and this podcast is one the dozen I listen to weekly. Taylor breaks things down well for anybody that listens, helps keep me informed and reminded of my education. Cheers to life long learning and helping others.
Great podcast for all those interested in planning for their retirement. Taylor covers a wide range of topics and is able to explain things both clearly and concisely. There’s much more to retirement planning than just wealth accumulation and the podcast does a great job of exploring those areas both through deep dives by Taylor or with the assistance of guest interviews. Highly recommended.
Taylor Schulte makes his podcast very accessible for people who are just trying to get smarter about their money. At the same time he provides data and support that will keep money nerds equally interested. I find this podcast very helpful!
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Apple Podcasts | #177 |
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Aimed at retirees and pre-retirees, this podcast offers insightful discussions on topics related to investing, tax strategy, and financial planning for retirement. Each episode, hosted by a CERTIFIED FINANCIAL PLANNER™, tackles pressing financial questions and shares actionable strategies to help listeners lower taxes, optimize investments, and navigate critical milestones such as taking Social Security. Unique to this show is the blend of emotional and psychological aspects of transitioning into retirement, along with practical financial advice.
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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
Stay Wealthy Retirement Podcast launched 8 years ago and published 237 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Stay Wealthy Retirement Podcast include:
1. Nick Maggiulli
2. Liz Simmie
3. Kyla Scanlon
4. Brian Portnoy
5. Perth Tolle
6. Dr. Daniel Crosby
7. Ruben Miller
8. Nick Medjuli
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