Rephonic
Artwork for Stay Wealthy Retirement Podcast

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®
Retirement Planning
Financial Planning
Inflation
Social Security
Investment Strategies
Medicare
Roth Conversions
Dividend Investing
4% Rule
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

PublishesWeeklyEpisodes277Founded9 years ago
Number of ListenersCategories
BusinessInvesting

Listen to this Podcast

Artwork for Stay Wealthy Retirement Podcast

Latest Episodes

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

📥 Grab Your Free Estate Planning Resources:

Helping an aging parent with their money is a responsibility few families are prepared for.

Get three practical resources to help your family take action:

A one-page cheat sheet of today's episode, ... more

Kevin O'Leary says you only need one thing to retire safely:

$5 million in Treasury bills.

Not stocks. Not real estate. Just T-bills — and you've "safeguarded your family for life."

It sounds like the ultimate safe retirement plan.

But when... more

Research shows that retirees following traditional withdrawal rules rarely come close to depleting their portfolios.

In fact, many end up leaving behind balances that are surprisingly large.

Which raises an important question: why is it so hard t... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Retirement Starts Today
Retirement Starts TodayBenjamin Brandt CFP®, RICP®
Retirement Answer Man
Retirement Answer ManRoger Whitney, CFP®, CIMA®, RMA, CPWA®
Ready For Retirement
Ready For RetirementJames Conole, CFP®
Your Money, Your Wealth
Your Money, Your WealthYour Money, Your Wealth

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 hosting firm, discusses Social Security timing and retirement planning frameworks
Stay Wealthy Retirement Firm
Episode: Why Waiting Until 70 for Social Security Can Backfire (And the Question to Ask Instead)
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
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

Host

Taylor Schulte
Host of Stay Wealthy Retirement Show

Reviews

4.7 out of 5 stars from 763 ratings
  • 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 States3 months ago
  • Good show

    Really good information and recommendations spoken in understandable terms

    Apple Podcasts
    5
    26doc
    United States3 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 States4 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 States4 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 States4 months ago

Listeners Say

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

Listeners appreciate thorough, evidence-based content and structured takeaways.
High-quality guests and well-researched discussions that stay on topic.
Audience consistently finds the host's explanations approachable and practical.
Long-term, data-driven perspectives that help with big-picture planning.
Clear, concise, actionable insights that are easy to understand.

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?

A practical, data-driven retirement show that focuses on taxes, investing, and flexible income strategies for people building or protecting wealth into and through retirement. Episodes consistently feature frameworks and actionable steps—ranging from Social Security timing and Roth conversions to withdrawal guardrails and healthcare planning—often illustrated with real-world case studies and guest expertise. A standout trait is its emphasis on long horizons, scenario planning, and the psychology of spending, making complex concepts approachable for a wide audience of savers and planners seeking clear, implementable guidance.

Where can I find podcast stats for Stay Wealthy Retirement Podcast?

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?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Stay Wealthy Retirement Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Stay Wealthy Retirement Podcast?

Rephonic provides comprehensive predictive audience data for Stay Wealthy Retirement Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

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 277 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.

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

Rephonic pulls ratings and reviews for Stay Wealthy Retirement Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Stay Wealthy Retirement Podcast?

Rephonic provides full transcripts for episodes of Stay Wealthy Retirement Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

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. Cullen Roche

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days