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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
Market Volatility
Diversification
Tax Strategy
Warren Buffett
Financial Scams

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

PublishesWeeklyEpisodes265Founded9 years ago
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Artwork for Stay Wealthy Retirement Podcast

Latest Episodes

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

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 the standard break-even ... more

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 windows you have all year.

Eve... more

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 importantly, how care will be d... more

Key Facts

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Podcast Host
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
Roger Whitney
Friend and fellow financial planner discussed as a guest
Retirement Answer Man podcast / Whitney Financial
Episode: Why Healthcare Before Medicare Shouldn't Stop You From Retiring Early
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

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 750 ratings
  • 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
  • Short, to the point, valuable info!

    Regular listener - love the podcast! I particularly appreciate that you get to the point, and provide the information we need without a bunch of rambling and time fillers.

    Apple Podcasts
    5
    Happy CO listener
    United States2 months ago
  • One of the best!

    I am very financially savvy and listen to many podcasts. This is one of the best! Thorough, organized, excellent recommendations with a clear thought process, logic and evidence behind everything he discusses. Every podcaster could learn from him as an educator: breaks down concepts, uses analogies, simple numbered lists, and repeats/emphasizes key concepts. Makes complex, sometimes “advanced” concepts understandable, but also reinforces the basics. A must listen.

    Apple Podcasts
    5
    1971guy
    United States3 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.

Apple Podcasts
#58
United States/Business/Investing
Apple Podcasts
#179
United States/Business
Apple Podcasts
#180
Canada/Business/Investing
Apple Podcasts
#201
Norway/Business/Investing
Apple Podcasts
#214
China/Business/Investing

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
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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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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. Sound Retirement Radio
5. Your Money, Your Wealth

How many episodes of Stay Wealthy Retirement Podcast are there?

Stay Wealthy Retirement Podcast launched 9 years ago and published 265 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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Where can I see ratings and reviews for 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. Josh Rendler
2. Michael Kitsis
3. Daniel Crosby
4. Roger Whitney
5. Morgan Housel
6. Nick Maggiulli
7. Liz Simmie
8. Kyla Scanlon

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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