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Stay Wealthy Retirement Podcast

Stay Wealthy Retirement Podcast

By: Taylor Schulte CFP®
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About this listen

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. Economics Personal Finance
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Episodes
  • 7 Pitfalls to Avoid If You Want to Stay Retired
    May 15 2025

    You’ve finally made it to retirement!

    But what if some of the choices you’re making right now are quietly pulling you back to work?

    Every year, countless retirees are forced back into the workplace.

    Not because they were reckless, but because they followed advice that sounded smart and safe.

    In this episode, I'm sharing 7 of the most common retirement pitfalls that can derail even the best-laid plans.

    I'm also sharing our Total Retirement System™—a comprehensive framework to ensure you retire once and never look back.

    If you're approaching retirement (or already there) and want to avoid mistakes that force people back to work, this episode is for you.

    ***

    2025 TAX CHEATSHEET

    Subscribe to the Stay Wealthy Retirement Newsletter!

    As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).

    You'll also receive weekly retirement and investing tips from yours truly.

    👉 Click here to subscribe and grab your cheatsheet.

    ***

    EPISODE RESOURCES:

    📊 Get Your FREE Retirement & Tax Analysis!

    ✏️ Grab the Episode Show Notes

    Show More Show Less
    17 mins
  • How to Spend More, Stress Less, and Retire Sooner
    May 1 2025

    "I'll just work a few more years."

    It's the retirement safety net millions of Americans often count on.

    In large part because the financial industry has convinced everyone that retiring later is the most sensible backup plan if your savings fall short.

    But what if this common advice is actually setting you up for one of the most costly mistakes of your life?

    In this episode, I'm sharing why the real danger may not be running out of money in retirement, but rather working too long.

    I’m also sharing why choosing the right withdrawal strategy may help you retire sooner AND give you more confidence to spend in retirement.

    ***

    2025 TAX CHEATSHEET

    Subscribe to the Stay Wealthy Retirement Newsletter!

    As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).

    You'll also receive weekly retirement and investing tips from yours truly.

    👉 Click here to subscribe and grab your cheatsheet.

    ***

    EPISODE RESOURCES:

    📊 Get Your FREE Retirement & Tax Analysis!

    ✏️ Grab the Episode Show Notes

    Show More Show Less
    17 mins
  • How Tariffs Actually Work (And Why They're Shaking the Market)
    Apr 10 2025

    Today I'm diving into the tariff-induced market mania that has been dominating every news headline.

    Specifically, I'm joined by Cullen Roche, monetary economics expert and founder of Discipline Funds, to discuss three important things:

    ► How tariffs actually work and why economists across the political spectrum overwhelmingly agree they are bad

    ► What the recent tariff proposal means for the economy (and American consumers)

    ► What yesterday’s "90-day pause" means for the markets going forward

    We also discuss how retirement investors should approach their portfolios during this period of economic uncertainty + what changes are prudent to make.

    ***

    2025 TAX CHEATSHEET

    Subscribe to the Stay Wealthy Retirement Newsletter!

    As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).

    You'll also receive weekly retirement and investing tips from yours truly.

    👉 Click here to subscribe and grab your cheatsheet.

    ***

    EPISODE RESOURCES:

    📊 Get Your FREE Retirement & Tax Analysis!

    ✏️ Grab the Episode Show Notes

    Show More Show Less
    58 mins

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