Stay Wealthy Retirement Podcast

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Business #229Investing #81

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.

Recent Episodes
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Recent Reviews
  • Chirag2806
    Really informative and engaging!!!!
    This podcast is absolutely fantastic! It’s engaging, thought-provoking, and packed with valuable information. Every episode keeps me hooked from start to finish with interesting discussions and well-researched content. The hosts have a natural ability to make complex topics easy to understand, and their enthusiasm is contagious. I’m always excited for new episodes and can’t recommend it enough to anyone looking for a podcast that’s both entertaining and informative!
  • RobC!
    Great Show
    All around great show that covers key topics in personal finance and markets without the level of repetition financial Q and A shows have. The newsletter is a helpful addition to the podcast.
  • TurtleRES2
    Found a great podcast here
    The sky is very straightforward and informative on every aspect of retirement planning and financial planning. So glad I stumbled upon it when looking for retirement podcasts
  • Pgwynnsackson
    Great show
    Taylor does a fantastic job simplifying investments for the average person. He knows his stuff. I get the sense that he’s high integrity as well
  • 3rd Chapter
    Great Retirement Podcast
    Taylor presents a wealth of information regarding retirement in an easy to understand format. Today he had excellent guest, Kyla Scanlon discussing the economy, effect of tariffs and housing affordability.
  • g4us武夷山
    Great Podcast I ever listened
    Love this Podcast! The Host just has all the serious, relevant and informative topics to present at each episode. I have been listening each and every episode since I found this treasure. Sometimes I listened some episodes repeatedly. I also chose to receive emails from the Host (first time ever for me to do). I would strongly recommend this Podcast to anyone near or in retirement stage. Keep great job, Tylor!
  • Aaron Eighmey
    Extremely informational!
    I listen to both Dave Ramsey and the money guy show. I was looking for something with a deeper dive into the nuances of personal finance. This is perfect! If you are someone who wants a trusted financial expert’s view, this is the place to be. I really appreciate the unadulterated sheer information given through the podcast. I do wish more episodes came out more frequently!
  • Retirement Ready
    Stay Wealthy is a Good Listen
    Good information in a good format. I enjoy listening to financial podcasts while I drive, and this is in the normal rotation. At 10 to 45 minutes, it’s a good podcast for those of us that can get bored by longer formats.
  • MauriRA
    Very informative and thorough
    Taylor and his guests are always very informative on a wide range of topics. I like the fact that, although his delivery is conversational and easy to understand, he is very concise in conveying his message. Time is not wasted. I come away from every show knowing a lot about a subject without feeling like I’ve wasted any time. I always trust the information on the show. Occasionally, if there is any confusion about a topic, he’ll come back and clarify a point on a subsequent show to make sure that it is clear. That speaks to his dedication and professionalism.
  • Michael freeloader
    Excellent content
    This show is packed with information for retirement planning, with no fluff or wasted time. It’s one of my favorite finance programs.
  • D. Rath
    Good personal finance podcast
    I appreciate that that Taylor touches on different aspects of personal finance besides just the usual asset allocation, 4% rule, spend less, etc. For example, I’m currently listening to his interview with Dr. Daniel Crosby on behavioral and the physiological parts of finance.
  • 11AustinGal11
    Top-notch podcast!
    I have been listening to Taylor’s podcast for 2.5 years now. We are at least 5 years away from retirement, but as our wealth has grown, I have dove in head first to several retirement podcasts. I love listening to various financial experts’ view on money and how it can enhance your life in different ways. I really like his insights and hearing about his tactics. He is a sound thinker and has a pleasant demeanor.
  • downiesnavy
    Very energetic, informative and FUN
    Taylor’s voice is always fun to listen to. He’s full of energy, enthusiasm and knowledge. Breaking complex topics and making simple and understandable. Love the show and learning a lot!
  • Lane’s Dad
    Uniquely refreshing
    Taylor Schulte’s podcast is always a must-listen-today podcast for me every time he releases a new episode. I probably listen to ~20 or so finance-related podcasts each week, but his style, simple explanations, soothing voice, and relevant topics—many of which aren’t addressed as well on other shows—draw me in every week.
  • Bobby mcphil
    Informative!
    This is a great podcast for beginners and pros working on their finances.
  • Greg (Nashville)
    Great Retirement Podcast!
    The Stay Wealthy Retirement Show by Taylor Schulte has been one of the few retirement podcasts I listen to on a regular basis. The podcast always has interesting topics that are relevant to the recently retired like myself. I have learned so much from the show and our retirement has been enhanced from those learnings. Do yourself a favor and subscribe today!
  • new nest owner
    Excellent podcast
    I have listened to Stay Wealthy Retirement podcast for years. It is consistently informative, easy to listen to, and offers not just financial advice but also lifestyle, happiness, health and other areas.
  • BCJ Bodner
    Wealth of information
    I love how there's so many new topics that I haven't thought about for my retirement. I'm 48 and I'm taking a full deep dive into the many aspects that you provide on your show. They're very insightful I find of the comment and books that you say to read, very enlightening it forces me to take a real look at what I'm doing and how I can make changes to be successful and retirement. Thank you for all your hard work. Keep it up.
  • CaliStlFan
    Good Basic Information
    I enjoy the information provided. It is pretty basic so perfect for the casual investor or person preparing for retirement. The host is friendly and relatable, providing guidance without confusing jargon or concepts. He breaks down the details into easily understandable and actionable steps.
  • SD Rocco
    Roth Conversions & Pension payments vs. Lump sum
    Great podcast as usual. I really appreciate your ordered thinking / “order of operations” mindset. As you say, every financial decision comes with personal judgments. Those judgments are better when based on your brand of structured thinking about the pertinent data.
  • One retiree
    Great podcast and newsletter!
    I always enjoy Taylor’s useful podcast topics and he keeps the info succinct and to the point. Also, sign up for his newsletter which is also brief and very useful!
  • Cornhusker55
    Dividend series
    The dividend series was a game changer for me. I have always chased dividends and now I know the errors of my ways. I wish I would’ve heard this years ago!
  • TherrienTopics
    Excellent presentation of content!
    I look forward to every new episode. I enjoy the brief to the point and understandable explanations for complex financial topics. The dividend investment series was especially excellent! Thank you for a great podcast!
  • sugjk
    Valuable information
    I listen to this regularly on my walks and always make sure I have them downloaded for a plane trip. Great information! Thanks for doing these!
  • Sweet ride 55
    Great content
    Informative and easy to follow content. I have been investing for over 20 years and find the material interesting and useful. Thanks for the show!
  • GF2112GF
    Best financial podcast
    I have been listening to Taylor for a couple of years now. His content is always spot on, highly valuable and trustworthy. In addition, he is the only podcaster that has answered every single email question I have submitted. I listen to several financial podcasts and his is the very best.
  • Archaic app
    Great content
    I have been listening to Taylor for more than a year now. His show is always educational and informative. He is very logical, thorough and takes a common sense approach to investing. I appreciate the show.
  • Always stuck
    Solid Content
    Great information on what real investing should look like. 5 stars would simply be a more consistent (weekly) episode and more guests or live questions as I prefer that format better.
  • Scobau
    Great show to learn and understand
    I love this show. Taylor is education based and covers a wide set of topics without an “agenda”. Great historical binge through part episodes as you dive in and learn the many critical topics and the interconnections.
  • Don in Calhoun
    Great money podcast.
    Taylor’s information is spot on. The 4 part series on dividend investing was a home run. If you have any interest in personal finance, the Stay Wealthy podcast is a fountain of information. Keep up the great work Taylor. Don in Georgia.
  • Night King's army
    Extremely helpful for young retirement savers
    At 28 years old I wanted to better understand how I could better prepare for retirement. This podcast has taught me more so much more than I expected there to be involved in planning. As I have grown as a retirement saver, this podcast helps with understanding why certain things happen in the markets and help with keeping your portfolio simple.
  • nolen1993
    Helping investors go deeper!
    Taylor does a great job helping you think through your investment portfolio, avoid bad investing practices, all in an easy to digest manner! He goes a level deeper than the basic is without going too far into the weeds!
  • NickKol1975
    Excellent source of information you can actually use.
    I have learnt a lot of new and important information while listening to this podcast. Taylor is awesome and very knowledgeable. The 1:1 guidance he provided to me was invaluable . Keep it running!!
  • AnthonyVas8888
    New Advisors
    Not only is this show valuable to an individual looking for personal knowledge to help themselves, but also for advisors navigating the deep waters of the industry. The topics discussed in this podcast provide a clear approach to many common issues faced in the industry and help provide tremendous value in your conversations with clients and prospects. An advisor such as myself, you feel like you are gaining experience at an accelerated rate in addition to your personal meetings. The topics are relevant, applicable, and explained very clear. Thank you Taylor for what you do. You have truly been a blessing to me and my business.
  • chidley6
    One of the best
    This is one of the best financial podcasts for general financial guidance. I like the unbiased and honest approach to educating listeners.
  • RHF53
    Good news!
    I believe I’ve been working with the best retirement planner around. He made suggestions that no other retirement planner could and they worked!
  • d666666666666
    Thanks!
    Great podcast! Explains in depth financial subjects in a very easy to understand manner. One of my favorites.
  • 1quickie
    So Much Value!
    Taylor provides unmatched value when it comes to financial planning. He delivers complex information in a clear and concise way...no fluff or mumbo jumbo! I highly recommend this podcast to anyone interested in improving their financial literacy. Thanks Taylor!
  • ScotinOregon
    Great Podcast!
    I always look forward to Taylor’s show dropping into my podcast feed. I know the show will be informative, entertaining and positive. Taylor, thanks for all the work you put into the show. Scott Lake Oswego, Oregon
  • Lorithedoglover-Danes Rock
    Excellent Financial Planning Advice
    Great financial planning guidance for retirees and those nearing retirement. I look forward to Taylor’s clear explanations of retirement withdrawal strategies, Roth conversion strategies, and financial planning tips to minimize taxes in retirement.
  • Deank567
    Information is great.
    Taylor makes financial concepts easy to understand. I am so glad I found his podcast.
  • Happy CO listener
    Valuable advise in a concise format
    Love the podcast! I particularly appreciate that you get to the point, and provide the information we need without a bunch of rambling and time fillers. I highly recommend Taylor Schulte’s podcast!
  • CooperEloise
    Excellent Voice on Retirement
    I’m a future retiree and Taylor’s practical insight and delivery is essential listening for navigating the maze of financial planning. He has a particular talent for communicating the multiple sides of retirement financial decisions in a practical and transparent manner. Great rapport with the occasional guests also. Seems like a great guy to get a beer with, too.
  • Fly sail
    Stay wealthy podcast
    This is one of the very best financial advisory services.
  • LivingTheDreamInRetirerment
    Fantastic resource
    Taylor (and guests) do a great job of boiling down complex topics to simple, digestible, relevant information that would help anyone preparing for (or enjoying) retirement.
  • Another new retiree
    Great resource for retirement questions
    Thank you Taylor for all your interesting, useful information in short segments. You’re doing a nice job of explaining sometimes difficult subjects.
  • hugp689
    Great listen
    Always informative and educational I continue to enjoy this informative podcast and shared various with others. Thank you
  • Phxchn
    Inflation episode
    Hi Taylor, There are a lot of nuances when it comes to inflation. The feds mainly focus on the core CPI/inflation more than the headline CPI. That was 4.3% in August 2023. And fed’s target is 2%. So we are almost double where we should be. The main concern with inflation is, even though it has been coming down, will it reaccelerate is the concern as the consumer spending is not slowing down and the job market is still tight and GDP growth has been higher than anyone anticipated. Also, another point experts are making is that, getting that last 1% lower in core inflation is going to be extremely difficult. In other words, getting the core inflation from 3% handle to 2% handle. So there is a lot of going on with these numbers. Also the recent oil price increase is throwing a wrench into the recent disinflation. As you know, oil price increase impacts the whole economy and the prices of everything.
  • Golfer856143
    Incredible retirement podcast for investors
    If you are nearing retirement or retired, this podcast is for you. Taylor does a great job breaking down complex financial topics in an easy to understand format. Episodes are concise and straight to the point. Highly recommend for retirement savers!
  • Sparty115
    Solid Show
    Taylor does a great job of walking through very complicated issues. It’s obvious that he knows his stuff and he has a caring heart.
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