# Stay Wealthy Retirement Podcast Page: https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142 Text version: https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142.md RSS feed: https://staywealthysandiego.libsyn.com/rss Official site: https://www.youstaywealthy.com/podcast Author: Taylor Schulte, CFP® Episodes: 272 ## Resource 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. ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/stay-wealthy-retirement-podcast-958142 Markdown: https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142.md ## Episodes - [Retirement Replay: The Five Things Happy Retirees Have in Common](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/retirement-replay-the-five-things-happy-retirees-have-in-common) — 2026-06-30T08:30:00+00:00 - [Why $4M Still Doesn't Feel Like Enough to Retire (Listener Q&A)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/why-4m-still-doesn-t-feel-like-enough-to-retire-listener-q-a) — 2026-06-25T08:30:00+00:00 - [Why Investors Bet 65% on a Familiar Fund Name (Even When the Investments Are Identical)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/why-investors-bet-65-on-a-familiar-fund-name-even-when-the-investments-are-identical) — 2026-06-18T08:30:00+00:00 - [Why Saving for Your Future Self Won't Buy a Better Retirement (And What Will)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/why-saving-for-your-future-self-won-t-buy-a-better-retirement-and-what-will) — 2026-06-11T08:30:00+00:00 - [The 3 Questions That Reveal Your Real Inflation Risk in Retirement](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/the-3-questions-that-reveal-your-real-inflation-risk-in-retirement) — 2026-06-04T08:30:00+00:00 - [5 Umbrella Insurance Mistakes That Leave Retirement Savers Exposed](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/5-umbrella-insurance-mistakes-that-leave-retirement-savers-exposed) — 2026-05-28T08:30:00+00:00 - [Why 2 Retirees With the Same $1M Plan Ended $3M Apart](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/why-2-retirees-with-the-same-1m-plan-ended-3m-apart) — 2026-05-21T08:30:00+00:00 - [The Real Reason Wealthy Retirees Still Wake Up Anxious (And the 4 Pillars That Fix It)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/the-real-reason-wealthy-retirees-still-wake-up-anxious-and-the-4-pillars-that-fix-it) — 2026-05-14T08:30:00+00:00 - [Why Waiting Until 70 for Social Security Can Backfire (And the Question to Ask Instead)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/why-waiting-until-70-for-social-security-can-backfire-and-the-question-to-ask-instead) — 2026-05-07T08:30:00+00:00 - [3 Things to Review on Your Tax Return (And a Fresh Take on Social Security Timing)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/3-things-to-review-on-your-tax-return-and-a-fresh-take-on-social-security-timing) — 2026-04-30T08:30:00+00:00 - [The Most Overlooked Retirement Decision (It's Not Your Portfolio)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/the-most-overlooked-retirement-decision-it-s-not-your-portfolio) — 2026-04-23T08:30:00+00:00 - [The 6-Digit Code That Can Drain Your Retirement Account (And How to Stop It)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/the-6-digit-code-that-can-drain-your-retirement-account-and-how-to-stop-it) — 2026-04-16T08:30:00+00:00 - [The Real Cost of a Financial Advisor (And Why the 1% Math Is Misleading)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/the-real-cost-of-a-financial-advisor-and-why-the-1-math-is-misleading) — 2026-04-09T08:30:00+00:00 - [Why the Happiest Retirees Spend Their Money Differently](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/why-the-happiest-retirees-spend-their-money-differently) — 2026-04-02T08:30:00+00:00 - [Why 59% of Stocks Destroy Wealth (And What Smart Retirees Do About It)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/why-59-of-stocks-destroy-wealth-and-what-smart-retirees-do-about-it) — 2026-03-26T08:30:00+00:00 - [The Roth Conversion Rule Almost Nobody Explains Correctly (4 Scenarios That Make It Simple)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/the-roth-conversion-rule-almost-nobody-explains-correctly-4-scenarios-that-make-it-simple) — 2026-03-19T08:30:00+00:00 - [5 Withdrawal Strategies to Boost Retirement Income (And How High You Can Really Go)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/5-withdrawal-strategies-to-boost-retirement-income-and-how-high-you-can-really-go) — 2026-03-12T08:30:00+00:00 - [Why Healthcare Before Medicare Shouldn't Stop You From Retiring Early](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/why-healthcare-before-medicare-shouldn-t-stop-you-from-retiring-early) — 2026-03-05T09:30:00+00:00 - [The Retirement Income Mistake That Costs Investors Up to 6% Per Year](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/the-retirement-income-mistake-that-costs-investors-up-to-6-per-year) — 2026-02-26T09:30:00+00:00 - [The Retirement Risk That Changes Everything](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/the-retirement-risk-that-changes-everything) — 2026-02-19T09:30:00+00:00 - [Why a Stock Market Crash Won't Ruin Your Retirement (and What Actually Will)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/why-a-stock-market-crash-won-t-ruin-your-retirement-and-what-actually-will) — 2026-02-12T09:30:00+00:00 - [Annuities Explained: When Guarantees Help—and When They Hurt Your Retirement](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/annuities-explained-when-guarantees-help-and-when-they-hurt-your-retirement) — 2026-02-05T09:30:00+00:00 - [The Best Investment for Your Retirement (It's Not What You Think)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/the-best-investment-for-your-retirement-it-s-not-what-you-think) — 2026-01-29T09:30:00+00:00 - [What Happens to Your Taxes When a Spouse Dies (And How to Plan Ahead)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/what-happens-to-your-taxes-when-a-spouse-dies-and-how-to-plan-ahead) — 2026-01-22T09:30:00+00:00 - [How to Use 2026 Market Outlooks to Plan for Retirement](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/how-to-use-2026-market-outlooks-to-plan-for-retirement) — 2026-01-15T09:30:00+00:00 - [2026 Tax Changes Explained (Including 2 Rules Causing Confusion)](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/2026-tax-changes-explained-including-2-rules-causing-confusion) — 2026-01-13T09:30:00+00:00 - [The 7 Questions That Shape a Confident Retirement](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/the-7-questions-that-shape-a-confident-retirement) — 2026-01-08T09:30:00+00:00 - [7 Investing Facts Every Retirement Saver Needs to Hear](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/7-investing-facts-every-retirement-saver-needs-to-hear) — 2025-12-18T09:30:00+00:00 - [3 Tax Planning Strategies Most Retirement Investors Overlook](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/3-tax-planning-strategies-most-retirement-investors-overlook) — 2025-12-11T09:30:00+00:00 - ["Happy Thanksgiving (Yes, Even the Jerks)": Wisdom from Warren Buffett](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/happy-thanksgiving-yes-even-the-jerks-wisdom-from-warren-buffett) — 2025-11-27T09:00:00+00:00 - [The S&P 500 Trap: Why the "Safe" Choice Is Actually Risky for Retirees](https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/the-s-p-500-trap-why-the-safe-choice-is-actually-risky-for-retirees) — 2025-11-20T09:30:00+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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