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Artwork for Stay Wealthy Retirement Podcast

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

PublishesWeeklyEpisodes259Founded9 years ago
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Artwork for Stay Wealthy Retirement Podcast

Latest Episodes

Saving for retirement is one challenge.

Feeling comfortable (and confident) enough to actually enjoy it is another.

Even when the numbers say you're okay, uncertainty about the future can make it hard to use money for the things that matter most.... more

If you're in or near retirement, one bad investment decision can have lasting consequences.

And new research shows just how risky stock picking can be:

Over the last 100 years, nearly 60% of all U.S. stocks underperformed Treasury bills—one of t... more

Now that the One Big Beautiful Bill Act has made the 2017 tax rates permanent, more retirees are taking a fresh look at Roth conversions.

But there's one rule that even reputable sources struggle to explain clearly—and the confusion can lead to cos... more

📝 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

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Most people spend far less i... more

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Recent Guests

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
Cullen Roche
Monetary economic expert and founder of Discipline Funds
Discipline Funds
Episode: How Tariffs Actually Work (And Why They're Shaking the Market)
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 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 742 ratings
  • 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 States11 days 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 States11 days 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 States16 days 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 Statesa month ago
  • All Star Podcast

    Taylor hits the right note with well researched and unbiased information about investing and retirement. Thank You!

    Apple Podcasts
    5
    ebethgrabow
    United Statesa month 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 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?

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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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. 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 259 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. Daniel Crosby
2. Roger Whitney
3. Morgan Housel
4. Nick Maggiulli
5. Cullen Roche
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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