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Artwork for Stay Wealthy Retirement Podcast

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®
Retirement Planning
Social Security
Financial Planning
Inflation
Investment Strategies
Roth Conversions
Medicare
4% Rule
Dividend Investing
Retirement
Financial Advisors
Tax Planning
Diversification
Roth IRA
Retirement Income
Rmds
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

PublishesWeeklyEpisodes280Founded9 years ago
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Artwork for Stay Wealthy Retirement Podcast

Latest Episodes

Two retirees can have the same age, the same nest egg, and the same monthly expenses.

Give them the exact same retirement income plan, and one may feel completely comfortable while the other loses sleep the moment markets fall.

That's because r... more

Americans now say they need $1.5 million to retire comfortably, according to a recent survey.

That's nearly 60% higher than the "magic number" reported roughly five years ago, which helps explain why so many retirement savers feel behind.

But tha... more

Last week, I made the case that many retirees can safely spend more than their plans suggest.

Today, the largest bank in the country puts that idea to the test.

But instead of relying on surveys, JP Morgan studied real bank transactions from over... more

Most retirement plans assume your spending will rise with inflation every year for the rest of your life.

But a new study tracking thousands of American retirees found almost the exact opposite:

As many as 85% of households spent less, after adju... more

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Recent Guests

Brian Portnoy
Behavioral finance expert
Independent researcher/author
Episode: Why Great Savers Struggle to Spend (5 Steps to Fix It)
Hal Hershfield
Professor at UCLA; author of Your Future Self; consultant in evidence-based behavioral science
University of California, Los Angeles (UCLA); Avanthus
Episode: Why Saving for Your Future Self Won't Buy a Better Retirement (And What Will)
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!)

Host

Taylor Schulte
Host of Stay Wealthy Retirement Show

Reviews

4.7 out of 5 stars from 763 ratings
  • So well done

    I am an avid consumer of personal finance media of all kinds. Every episode of this podcast leaves me feeling more confident, informed, and impressed with how effectively the information is presented. So well done.

    Apple Podcasts
    5
    Jman/bird/rock100
    United States3 months ago
  • Great Thoughtful Podcast

    I listen to a few financial podcasts and Taylor’s is one of the best out there. I always learn something new and he generally provides some actionable information. discovered this

    Apple Podcasts
    5
    Arock264
    United States3 months ago
  • 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 States4 months ago
  • Good show

    Really good information and recommendations spoken in understandable terms

    Apple Podcasts
    5
    26doc
    United States4 months 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 States5 months ago

Listeners Say

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

Guests are valued for expertise and practical insights; the show is viewed as reliable and data-driven.
Many say the host explains complex topics in simple terms and keeps content concise.
Listeners praise the show for clear, actionable retirement guidance.

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 Great Savers Struggle to Spend (5 Steps to Fix It)
Q: What steps can someone take five years out from retirement to prepare for spending?
Acknowledge the condition as normal, do the math with a trusted advisor for clarity, define an abundant life, grant explicit permission to spend on meaningful items, and start practicing those spending habits before retirement.
Why Great Savers Struggle to Spend (5 Steps to Fix It)
Q: Why is it so hard for people to spend the money they saved for retirement?
Habits from decades of saving, identity as a saver, and fears of catastrophic events keep people anchored to not spending; people also struggle with the belief that wealth must always expand, and the mind resists stepping into a decumulation phase without a clear sense of purpose.
Why $4M Still Doesn't Feel Like Enough to Retire (Listener Q&A)
Q: How should someone approach the binary view of retirement and staying engaged?
Move toward a spectrum approach—partial retirements, part-time consulting, or a portfolio career can preserve purpose and social connections while managing financial risk.
Why $4M Still Doesn't Feel Like Enough to Retire (Listener Q&A)
Q: Is there a better way to spend in retirement so happiness lasts longer?
Yes—focus on anticipation, meaningful experiences, and building a framework around beliefs, relationships, and personal growth to sustain happiness beyond the initial excitement.
Why $4M Still Doesn't Feel Like Enough to Retire (Listener Q&A)
Q: What data point will finally give me 100% confidence to retire?
There isn't a single data point that guarantees retirement; instead, consider a broader view including emotional readiness, lifestyle needs, and a flexible plan that can adapt to future uncertainty.

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?

This show targets near-retirees and retirement planners with a data-driven, practical approach to building reliable income in retirement. Episodes typically tackle topics like spending dynamics, Social Security optimization, tax planning, risk management, and evidence-based withdrawal strategies, often featuring guests who are behavioral finance researchers or retirement professionals. A standout pattern is combining rigorous research with actionable steps, clear explanations, and real-world client scenarios to help listeners reduce taxes, avoid costly mistakes, and stay confident about retirement decisions.

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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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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 9 years ago and published 280 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. Brian Portnoy
2. Hal Hershfield
3. Josh Rendler
4. Michael Kitsis
5. Daniel Crosby
6. Morgan Housel
7. Nick Maggiulli
8. Liz Simmie

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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