Stay Wealthy Retirement Podcast

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~20 min episodes

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About Stay Wealthy Retirement Podcast

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 retirement timing? Turn your investments into reliable income without second-guessing every decision? You're in the right place. I'm Taylor Schulte, a Certified Financial Planner™ and retirement tax planning expert. Each week, I simplify the biggest retirement planning questions so you can feel more informed, more confident, and better prepared to "stay wealthy" in retirement.

Language: English
Type: podcast

Latest episodes(50)

1The Case for Claiming Social Security Early (Even If You Can Afford to Wait)
7 Oct 202617m
If you've researched when to claim Social Security, you've probably heard to wait until age 70. And there's good reason for that advice. Waiting means a larger monthly benefit for life, which can be…
2Why Your Charitable Deduction Can Disappear (Even With a Receipt)
25 Sept 202623m
📥 Grab Your Free Charitable Giving Planning Resources: Charitable giving can be simple, but the tax and planning decisions behind it often are not. Get four practical resources to help you make more…
33 Things RMD Timing Actually Affects (And How to Choose Your Schedule)
25 Sept 202615m
Once required minimum distributions begin, the IRS decides how much comes out of your IRA each year. But it doesn't decide when... You can take it all in January, wait until December, or spread it out…
4Are You Really Behind on Retirement? 2 Studies Disagree (46% vs. Under 20%)
12 Sept 202620m
One multi-decade study suggests nearly half of working households may be at risk of falling short in retirement. But another respected study found that fewer than 20% were actually behind. So which…
5Your Plan Says Spend — Your Gut Says No (5 Questions to Ask Instead)
12 Sept 202618m
Most retirement planning treats the transition like a single event. But in reality, you're navigating THREE different shifts at the same time. And while traditional planning is well-equipped to handle…
68 Investing Numbers That Shape Whether Your Nest Egg Outlives You
30 Aug 202622m
You've spent decades building a nest egg large enough to fund the retirement you want. The next challenge is making sure it can support that same lifestyle for the next 30 years. At 3% historical…
7The 4 Retirement Income Styles (And How to Find Yours)
30 Aug 202618m
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…
8Do You Really Need $1.5 Million to Retire?
18 Aug 202615m
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…
93 Spending Surprises From J.P. Morgan's Study of 5 Million Retirees
18 Aug 202620m
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…
10NEW RESEARCH: Your Plan Is Overestimating Retirement Costs (by 20%)
6 Aug 202624m
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…

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