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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
Gas Prices
Food 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

PublishesTwice monthlyEpisodes237Founded8 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Stay Wealthy Retirement Podcast

Latest Episodes

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

YouTube

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

YouTube

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

YouTube

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

YouTube

Key Facts

Contact Information
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

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
Tom Pendergast
Retiree and writer, former cybersecurity executive
Out Over My Skis
Episode: Retirement, Taxes, and Investment Underperformance

Host

Taylor Schulte
Host and CERTIFIED FINANCIAL PLANNER™, Taylor Schulte is dedicated to educating listeners about retirement planning and investment strategies.

Reviews

4.7 out of 5 stars from 702 ratings
  • 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 Statesa month 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 Statesa month ago
  • Great friendly resource

    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.

    Apple Podcasts
    5
    JhonnyTheNOOB
    United States2 months ago
  • Great retirement podcast

    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.

    Apple Podcasts
    5
    Brian1142
    United States2 months ago
  • Very helpful

    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!

    Apple Podcasts
    5
    dshoup18
    United States2 months ago

Listeners Say

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

Listeners appreciate the clear and actionable financial advice presented, making complex topics accessible and understandable.
Episodes are often described as engaging and informative, with a mix of data-driven insights and practical strategies.
Many find the podcast a valuable resource for staying updated on retirement trends and regulations.
The discussions are noted for being comprehensive, examining both the financial and emotional aspects of retirement planning.

Chart Rankings

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

Apple Podcasts
#97
United States/Business/Investing
Apple Podcasts
#132
Israel/Business/Investing
Apple Podcasts
#162
South Africa/Business/Investing
Apple Podcasts
#177
Israel/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
Retirement's Big Shift: How the Rules Change After $1 Million
Q: How can listeners recalibrate their relationship with money?
By focusing on other types of wealth such as health, time, and relationships rather than just financial accumulation.

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?

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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How many listeners does Stay Wealthy Retirement Podcast get?

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What are the audience demographics for Stay Wealthy Retirement Podcast?

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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 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.

How do I contact Stay Wealthy Retirement Podcast?

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Where can I see ratings and reviews for Stay Wealthy Retirement Podcast?

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How do I access podcast episode transcripts 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. Nick Maggiulli
2. Liz Simmie
3. Kyla Scanlon
4. Brian Portnoy
5. Perth Tolle
6. Dr. Daniel Crosby
7. Ruben Miller
8. Nick Medjuli

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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