Stay Wealthy Retirement Podcast

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 recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on this retirement podcast, I'll answer BIG financial questions and help you "stay wealthy" in retirement.

7 Pitfalls to Avoid If You Want to Stay Retired 05/15/2025

How to Spend More, Stress Less, and Retire Sooner 05/01/2025

How Tariffs Actually Work (And Why They're Shaking the Market) 04/10/2025

ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype 03/20/2025

3 Ways to Boost Retirement Income 03/06/2025

The Biggest Retirement Investment Risk: How to Protect Your Portfolio 02/13/2025

3 Ways to Reduce Medicare IRMAA (Now and in the Future!) 01/30/2025

2025 Market Outlook: Planning for Uncertainty 01/16/2025

How to Evaluate Financial Advisors: A Step-by-Step Guide 01/09/2025

12 Insightful (and Unbelievable!) Statistics About Markets & Investing 12/19/2024

Fixing the Housing Market, Trump's Tariffs, What's Next for Our Economy (and More!) 12/12/2024

5 Steps to Overcome Retirement Spending Challenges 12/05/2024

How to Invest In Emerging Markets 11/21/2024

Why You Are (Probably) Planning for the Wrong Things in Retirement 11/07/2024

4 Ways to (Tax-Efficiently) Diversify Concentrated Investments 10/24/2024

Small Cap Value (Part 3): How to Choose the Right Fund and Take Action 10/10/2024

Small Cap Value (Part 2): How to Reduce Risk + Improve Returns 09/26/2024

Small Cap Value (Part 1): Is This Popular Strategy Dead? 09/12/2024

Retirement, Taxes, and Investment Underperformance 08/29/2024

5 Surprising Investing Facts That You've (Probably) Never Heard 08/15/2024

Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!) 07/31/2024

5 Strategies to Take Control of Your Required Minimum Distributions (RMDs) 07/18/2024

Dividend Investing (Part 4): Answering Top Listener Questions 06/27/2024

Dividend Investing (Part 3): A More "Flexible" Dividend Strategy 06/06/2024

Dividend Investing (Part 2): Three Reasons Why Dividend Strategies Underperform 05/22/2024

Dividend Investing (Part 1): Making Money While You Sleep 05/09/2024

How to Protect Yourself From Financial Scams (+ New Resources) 04/25/2024

The Best Retirement Account, Making Investment Changes, and More! 04/03/2024

Inflation: Why Does Everything (Still) Feel So Expensive? 03/21/2024

Roth Conversions and the 5-Year Rule (Explained!) 03/07/2024