Podcast

Stay Wealthy Retirement Podcast

Author: Taylor Schulte, CFP®
Feed episode count: 272
Official site: https://www.youstaywealthy.com/podcast
RSS: https://staywealthysandiego.libsyn.com/rss
JSON: /v1/public/podcasts/stay-wealthy-retirement-podcast-958142
Markdown: /podcast/stay-wealthy-retirement-podcast-958142.md

Summary

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.

Episodes

Jun 30, 2026 · not_requested

Retirement Replay: The Five Things Happy Retirees Have in Common

Duration seconds: 799
Source: https://www.youstaywealthy.com/289

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Jun 25, 2026 · not_requested

Why $4M Still Doesn't Feel Like Enough to Retire (Listener Q&A)

Duration seconds: 2598
Source: https://www.youstaywealthy.com/289

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Jun 18, 2026 · not_requested

Why Investors Bet 65% on a Familiar Fund Name (Even When the Investments Are Identical)

Duration seconds: 1273
Source: https://www.youstaywealthy.com/288

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Jun 11, 2026 · not_requested

Why Saving for Your Future Self Won't Buy a Better Retirement (And What Will)

Duration seconds: 2628
Source: https://www.youstaywealthy.com/287

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Jun 4, 2026 · not_requested

The 3 Questions That Reveal Your Real Inflation Risk in Retirement

Duration seconds: 1136
Source: https://www.youstaywealthy.com/286

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May 28, 2026 · not_requested

5 Umbrella Insurance Mistakes That Leave Retirement Savers Exposed

Duration seconds: 1820
Source: https://www.youstaywealthy.com/285

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May 21, 2026 · not_requested

Why 2 Retirees With the Same $1M Plan Ended $3M Apart

Duration seconds: 1420
Source: https://www.youstaywealthy.com/284

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May 14, 2026 · not_requested

The Real Reason Wealthy Retirees Still Wake Up Anxious (And the 4 Pillars That Fix It)

Duration seconds: 1231
Source: https://www.youstaywealthy.com/283

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May 7, 2026 · not_requested

Why Waiting Until 70 for Social Security Can Backfire (And the Question to Ask Instead)

Duration seconds: 907
Source: https://www.youstaywealthy.com/282

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Apr 30, 2026 · not_requested

3 Things to Review on Your Tax Return (And a Fresh Take on Social Security Timing)

Duration seconds: 2423
Source: https://www.youstaywealthy.com/281

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Apr 23, 2026 · not_requested

The Most Overlooked Retirement Decision (It's Not Your Portfolio)

Duration seconds: 1310
Source: https://www.youstaywealthy.com/280

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Apr 16, 2026 · not_requested

The 6-Digit Code That Can Drain Your Retirement Account (And How to Stop It)

Duration seconds: 1155
Source: https://www.youstaywealthy.com/279

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Apr 9, 2026 · not_requested

The Real Cost of a Financial Advisor (And Why the 1% Math Is Misleading)

Duration seconds: 1393
Source: https://www.youstaywealthy.com/278

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Apr 2, 2026 · not_requested

Why the Happiest Retirees Spend Their Money Differently

Duration seconds: 2120
Source: https://www.youstaywealthy.com/277

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Mar 26, 2026 · not_requested

Why 59% of Stocks Destroy Wealth (And What Smart Retirees Do About It)

Duration seconds: 1173
Source: https://www.youstaywealthy.com/276

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Mar 19, 2026 · not_requested

The Roth Conversion Rule Almost Nobody Explains Correctly (4 Scenarios That Make It Simple)

Duration seconds: 1160
Source: https://www.youstaywealthy.com/275

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Mar 12, 2026 · not_requested

5 Withdrawal Strategies to Boost Retirement Income (And How High You Can Really Go)

Duration seconds: 1753
Source: https://www.youstaywealthy.com/274

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Mar 5, 2026 · not_requested

Why Healthcare Before Medicare Shouldn't Stop You From Retiring Early

Duration seconds: 1620
Source: https://www.youstaywealthy.com/273

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Feb 26, 2026 · not_requested

The Retirement Income Mistake That Costs Investors Up to 6% Per Year

Duration seconds: 1189
Source: https://www.youstaywealthy.com/272

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Feb 19, 2026 · not_requested

The Retirement Risk That Changes Everything

Duration seconds: 871
Source: https://www.youstaywealthy.com/271

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Feb 12, 2026 · not_requested

Why a Stock Market Crash Won't Ruin Your Retirement (and What Actually Will)

Duration seconds: 1018
Source: https://www.youstaywealthy.com/270

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Feb 5, 2026 · not_requested

Annuities Explained: When Guarantees Help—and When They Hurt Your Retirement

Duration seconds: 1759
Source: https://www.youstaywealthy.com/269

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Jan 29, 2026 · not_requested

The Best Investment for Your Retirement (It's Not What You Think)

Duration seconds: 1219
Source: https://www.youstaywealthy.com/268

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Jan 22, 2026 · not_requested

What Happens to Your Taxes When a Spouse Dies (And How to Plan Ahead)

Duration seconds: 1021
Source: https://www.youstaywealthy.com/267

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Jan 15, 2026 · not_requested

How to Use 2026 Market Outlooks to Plan for Retirement

Duration seconds: 1177
Source: https://www.youstaywealthy.com/266

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Jan 13, 2026 · not_requested

2026 Tax Changes Explained (Including 2 Rules Causing Confusion)

Duration seconds: 1229
Source: https://www.youstaywealthy.com/265

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Jan 8, 2026 · not_requested

The 7 Questions That Shape a Confident Retirement

Duration seconds: 964
Source: https://www.youstaywealthy.com/264

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Dec 18, 2025 · not_requested

7 Investing Facts Every Retirement Saver Needs to Hear

Duration seconds: 1521
Source: https://www.youstaywealthy.com/263

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Dec 11, 2025 · not_requested

3 Tax Planning Strategies Most Retirement Investors Overlook

Duration seconds: 1736
Source: https://www.youstaywealthy.com/262

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Nov 27, 2025 · not_requested

"Happy Thanksgiving (Yes, Even the Jerks)": Wisdom from Warren Buffett

Duration seconds: 1152
Source: https://www.youstaywealthy.com/261

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Nov 20, 2025 · not_requested

The S&P 500 Trap: Why the "Safe" Choice Is Actually Risky for Retirees

Duration seconds: 1167
Source: https://www.youstaywealthy.com/260

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