Stay Wealthy Retirement Podcast

391
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
  • 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!!
  • Assfghkliygvjutrsdghj
    No substance
    I listed to the episode on 4 misconceptions of retirement. It just felt like generic rambling for 45 minutes. Learned nothing. These guys like to hear themselves talk.
  • 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.
  • Doulos2Christos
    Learning something every episode
    Taylor knows his stuff. He presents a wide range of retirement topics in a way that I understand. I’m learning something new every episode!
  • Jkbman
    Stay Wealthy for sure
    Taylor and his team are professional at every level - hard pressed to find a more dedicated team whether it’s to their existing clients or the mass audience looking for great advice. 100% recommend at all levels
  • renlist
    Not really well thought out
    I’m specifically referring to episode 192, but there’s others. This podcast is coming out of my rotation. When you quote a study that says whomever has $200k in retirement savings is “affluent”, you lose all credibility, regardless if you quote someone else’s study. That is just ridiculous.
  • Anu Gopalan
    Invaluable Information for Beginners Like Me
    This podcast is truly incredible. I recently started my career and am new to retirement saving. I stumbled upon The Stay Wealthy Podcast on my way to work one day and I haven’t stopped listening since! The information is high yield and Taylor makes it easy to digest. Taylor genuinely cares about this community he’s created. Love the show! Thank you for what you do
  • Montxe6789
    Investing in plain English
    I have been enjoying this podcast since day one!! I am in my mid 40s and I have been interested lately in the ins and outs of financials to make sure I am in the right direction when I retire. This podcast has taught me so many things!! Everything is explained so well and all the information is in plain English and easy to digest for such a complex topic. Thank you!!!
  • CaliNate101
    Wow
    I was hooked after 1 show. This podcast is great for those who want to understand more about their investments/savings account.
  • #KANGFAN
    Overall good content, however….
    Love 90% of your content however your episode on “June 28 - 10 reasons you should avoid Indexed Universal Life Insurance” was riddled with inaccurate comments.
  • ChristopherJames33
    Great stuff- good blend of detailed but actionable
    This is a great podcast. I’m a financial advisor with a wealth of experience, and I still gain knowledge each episode. Taylor teaches me something in each episode and keeps it interesting (not always possible when talking about some financial planning topics). Highly recommend.
  • rubbermallett
    Great all around
    Touches on many aspects of investing and living. Well worth the time to listen.
  • *dOrY*
    Learning More Each Episode
    Important money management concepts turned into understandable and actionable bits! Love it and share it regularly with my extended family so we all increase our money management skills.
  • Wushbone
    Avoiding scams
    LOVED the podcast on avoiding scams! So much needed information. In fact I was so so enthusiastic about it I forwarded a link to the podcast to the employees in my unit, only to realize that some of them thought it might be a scam itself 😜I immediately followed up by telling them that it was indeed from me and where they could find the episode on their own if they wished. We had a scammer a few years ago who targeted the unit from a fake email address, and unfortunately did scam some money off of folks. This advice never grows old. Thank-you!
  • shutparisup!!
    Super useful advice
    This podcast really values the listener’s time. It’s valuable advice, modestly delivered, in a highly concise manner.
  • Mr pumice
    Excellent teacher!
    Taylor does a great job breaking down complex topics and making them easy to understand. I’m a new financial advisor myself, and listening to the Stay Wealthy podcast is just one of the ways I continue to educate myself and stay informed. Keep putting out the great content!
  • LFris2011
    Very informative!
    This was a first experience with the podcast, and I heard the promotion for the book. I would love to have a copy of it and I’m going continue listening to your podcast. I’m a little bit on the older side and a little bit late to investing, but I’m here to stay. Thank you.
  • Violin84
    Why you shouldn‘t buy the dip
    Excellent talk! In the past, I always waited for the dip to get in, and didn’t realize actually bought it high! I learned a lot from you and Nick. Hope I can learn more by reading his newly published book. Susan Zhang, Portland Oregon
  • mrpopoplatter
    Review
    Good timely content. Concise. Enjoy the fact there’s not a lot of extraneous fluff like other podcasts. Keep it up.
  • chad.baker
    Focused and Concise
    Stay Wealthy is a great resource as Taylor brings a real focus to each episode and delivers solid information on one or a small number of related topics. No jumping around or wishy washy recommendations. Just great financial information delivered in an honest fashion.
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