Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

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. read less

Our Editor's Take

Saving and investing in retirement seem to be becoming more difficult with time. The Stay Wealthy Retirement Show podcast answers retirees questions about their wealth management.

Retirees have many more wealth management options today. Along with those choices often comes confusion. Taylor Schulte, Certified Financial Planner, hosts the popular podcast about retirement planning. Topics in this personal finance podcast include estate planning and life insurance. Schulte discusses how to reduce tax bills and optimize tax benefits as part of an investment strategy.

Schulte assists listeners, particularly those nearing retirement, in several financial areas. The show also covers how to make employment optional during retirement. Schulte specializes in tax planning, retirement accounts, investments, insurance, pensions, and Social Security.

The Stay Wealthy Retirement Show has a particular focus. Retirees are a large and diverse group. Their needs are not universal. Schulte seems sensitive to this concern. This podcast covers a spectrum of subjects such as tax planning, IRAs, 401(k)s, and Roth conversions. Additionally, listeners will hear about real estate and retirement income strategies.

Storytelling is an important component of this podcast. Engaging real-life examples illustrate the concepts that the show introduces. This content helps people who are less educated on the subject join the conversation. An episode on credit freezes, for example, explains who should consider freezing credit. Should parents freeze kids credit before they turn 18? Schulte addresses this and many other questions on the podcast.

Schulte is the founder of Define Financial, a commission-free retirement planning firm. In 2002, Investopedia named him among the top financial advisors in the nation. He's a recognized leader in the financial advisory field with a lifetime of knowledge. The host's easy style is appropriate for any education level. Listeners may appreciate how approachable he makes difficult financial topics.

The Stay Wealthy Retirement Show podcast answers listeners concerns and questions on-air. Its timely content is welcome for many in the face of a changing financial landscape. However, it is not a substitute for talking with a financial advisor.

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Episodes

The Best Retirement Account, Making Investment Changes, and More!
03-04-2024
The Best Retirement Account, Making Investment Changes, and More!
There is no shortage of questions when it comes to navigating and planning for retirement. ➤ How much do I need to save?  ➤ How do I optimize my tax bill and avoid overpaying the IRS?  ➤ When do I take Social Security?  ➤ What should I invest in? (And what should I avoid?!) The list goes on. And while you’ve likely read (or heard) helpful answers to most of the big questions, it never hurts to revisit them or get a different perspective. In fact, some studies suggest that it can take hearing something 7 times before you retain it 🤯 Today on the show, I’m answering listener questions with the Retirement Answer Man himself, Roger Whitney. Questions like, “What account type is the best retirement account type to fund after you’ve reached your savings goals?”  And, “What’s the best process for making important changes to your investments after learning you aren't invested properly?”  If you want to hear our answers to these great questions (and more!), you’ll enjoy this episode. *** FREE RETIREMENT PLANNING RESOURCES: Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.  You'll also receive my weekly retirement newsletter :)  👉 Click here to subscribe and grab your cheatsheets. *** EPISODE RESOURCES: 📊  Get Your FREE Retirement & Tax Analysis! ✏️  Grab the Episode Show Notes 📘  Check Out the Retirement Podcast Network