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Stay Wealthy Retirement Podcast Stay Wealthy Retirement Podcast Taylor Schulte, CFP® Ca$hMire de Pierre Couture Ca$hMire de Pierre Couture Pierre Couture The Kapeel Gupta Career Podshow The Kapeel Gupta Career Podshow Kapeel Gupta What the AI?! What the AI?! Upstart Le journal d'Europe 1 Le journal d'Europe 1 Europe 1 The EIC Scaling Club Podcast on European Deep Tech The EIC Scaling Club Podcast on European Deep Tech EIC Scaling Club Imagen Empresarial Imagen Empresarial Imagen Empresarial Quick Reads Quick Reads Pratham Malhotra The Agronomists – RealAgriculture The Agronomists – RealAgriculture RealAgriculture Theo - t3․gg Theo - t3․gg Theo - t3․gg State of the Second State of the Second Gun Owners of America Asset Class Asset Class Christian W. Röhl & Scalable Capital PZ Briefing – Die wichtigsten Nachrichten des Tages PZ Briefing – Die wichtigsten Nachrichten des Tages Pharmazeutische Zeitung The Undeniable Leader with Rob Cressy The Undeniable Leader with Rob Cressy Rob Cressy Le rendez-vous Tech Le rendez-vous Tech NotPatrick Get Ready: Before Life Happens Podcast Get Ready: Before Life Happens Podcast Tony Steuer Unofficial Partner Podcast Unofficial Partner Podcast Unofficial Partner The Site Shed | Systems, Strategy and Growth for Tradies and Contractors The Site Shed | Systems, Strategy and Growth for Tradies and Contractors Matt Jones - Helping Tradies Build Smarter, Scalable Businesses The Industrial Talk Podcast Network The Industrial Talk Podcast Network The Industrial Talk Podcast with Scott MacKenzie IMI Podcasts IMI Podcasts Christian Henrik Nesheim Capital Humain – Travail, ressources humaines et santé mentale Capital Humain – Travail, ressources humaines et santé mentale Magaly Siméon décrypte le travail, les ressources humaines et la santé mentale à travers des témoignages de salariés, des analyses RH et des éclairages en droit social. Trust Talks Trust Talks The Chicago Community Trust 4biddenknowledge Podcast 4biddenknowledge Podcast Billy Carson 4biddenknowledge The Accountability Minute:Business Acceleration|Productivity The Accountability Minute:Business Acceleration|Productivity Anne Bachrach It's Personal Stories, A Hospitality Podcast It's Personal Stories, A Hospitality Podcast David Kong, Dorothy Dowling, Rachel Humphrey, Lan Elliott Pod & Dev Pod & Dev Hotmart Leading Visionaries Podcast Leading Visionaries Podcast Anjel B Hartwell & The Creative Age Consulting Group The Bird Bath The Bird Bath The Bird Bath The Living Elevated Show: Smart Moves, Bilingual Voices The Living Elevated Show: Smart Moves, Bilingual Voices Alexander Rev Cycle Unscripted Rev Cycle Unscripted RCM Leaders Forum Pure Conversation, with Pure247Radio Pure Conversation, with Pure247Radio Team Pure LeadingLane Podcast LeadingLane Podcast LeadingLane The Jewelry Reseller's Podcast The Jewelry Reseller's Podcast Desiree Liberatory Business with Simone Seol Liberatory Business with Simone Seol Simone The Real Tale of Retail and Wholesale… all the dirty secrets The Real Tale of Retail and Wholesale… all the dirty secrets Christina The Quarter Hour: the best daily radio industry podcast The Quarter Hour: the best daily radio industry podcast podtential originals Practice Marketing Insider Practice Marketing Insider Kristie Plantinga
Stay Wealthy Retirement Podcast

Business

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Retirement Replay: The 5 Things Happy Retirees Have in Common

June 30, 2026 3:30am 13 min

Dr. Daniel Crosby is a behavioral finance expert, psychologist, and bestselling author known for helping people understand the emotional side of money, investing, and retirement. In this Retirement Replay, he explains wh...

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

June 25, 2026 3:30am 43 min

At 63, David has $4 million saved. Two advisors have told him he's ready to retire, and every Monte Carlo simulation agrees... but he still can't bring himself to do it. "I'm no longer being smart," he admits. "I'm just ...

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

June 18, 2026 3:30am 21 min

Imagine I hand you two mutual funds and ask how you'd split your money. Same holdings. Same cost. Line by line, they're the exact same fund. The only difference? One has a name you recognize and the the other is generic....

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

June 11, 2026 3:30am 43 min

You spend 30 or 40 years protecting your future self. Then you finally retire... and the person you were saving for never quite arrives. There's always an older version down the road who still feels like they need protec...

The 3 Questions That Reveal Your Real Inflation Risk in Retirement

June 04, 2026 3:30am 18 min

When inflation makes headlines, it can feel like one of those retirement risks you just have to endure. Saving, investing, tax planning, income strategy... those are levers you can pull. Rising prices feel different. The...

5 Umbrella Insurance Mistakes That Leave Retirement Savers Exposed

May 28, 2026 3:30am 30 min

Umbrella insurance isn't usually the first thing people think about when they picture retirement planning. Most conversations focus on saving enough, investing well, reducing taxes, and creating income. But in retirement...

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

May 21, 2026 3:30am 23 min

Two retirees. Same $1 million portfolio. Same 60/40 allocation. Same 4% withdrawal rate. Same 30-year retirement. The only difference? One retired in 1973. The other retired in 1975.  Fast forward 30 years: one finished ...

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

May 14, 2026 3:30am 20 min

Many retirement savers assume the anxiety will lift once they hit a certain number. Maybe it's $1 million. Maybe $2 million. Maybe $5 million or more. And then the account crosses the line, the headlines turn ugly, and t...

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

May 07, 2026 3:30am 15 min

The math behind "wait until 70" for Social Security is real. Hold off claiming from 62 to 70 and your monthly benefit climbs by roughly 77%. So why would anyone walk away from a number that big? The short answer is that ...

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

April 30, 2026 3:30am 40 min

Tax season is finally over. The returns are filed, the stress is behind you, and the last thing you probably want to do is think about taxes again. But the weeks right after tax season are one of the most valuable window...

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

April 23, 2026 3:30am 21 min

One of the biggest decisions you'll make in your 70s and 80s has nothing to do with your portfolio. It's not about Social Security timing. And it's not about Roth conversions. It's about where you'll live and, more impor...

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

April 16, 2026 3:30am 19 min

According to the FBI, Americans lost nearly $21 billion to cyber-enabled fraud last year—a 26% increase from the year before. And the single largest category? Investment-related fraud, with more than $8.6 billion in loss...

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

April 09, 2026 3:30am 23 min

A viral claim keeps making the rounds: that a 1% advisory fee will drain hundreds of thousands of dollars from your retirement savings. The math looks alarming... and that's exactly the point. But as with most things in ...

Why the Happiest Retirees Spend Their Money Differently

April 02, 2026 3:30am 35 min

Saving for retirement is one challenge. Feeling comfortable (and confident) enough to actually enjoy it is another. Even when the numbers say you're okay, uncertainty about the future can make it hard to use money for th...

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

March 26, 2026 3:30am 19 min

If you're in or near retirement, one bad investment decision can have lasting consequences. And new research shows just how risky stock picking can be:  Over the last 100 years, nearly 60% of all U.S. stocks underperform...

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

March 19, 2026 3:30am 19 min

Now that the One Big Beautiful Bill Act has made the 2017 tax rates permanent, more retirees are taking a fresh look at Roth conversions. But there's one rule that even reputable sources struggle to explain clearly—and t...

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

March 12, 2026 3:30am 29 min

📝 Note: The 6.5% withdrawal rate is based on an 80% stock portfolio, a 30-year time horizon, and a 90% "confidence score." Thanks for your patience while we update the episode to include that information. ~Taylor *** Mos...

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

March 05, 2026 3:30am 27 min

Health insurance is keeping millions of Americans stuck in jobs they'd otherwise leave. In fact, 1 in 5 workers ages 50–64 say they're staying put because of their employer health coverage. And with recent changes to the...

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

February 26, 2026 3:30am 19 min

For 30 or 40 years, a paycheck simply showed up. Then one day, it stops. Now you're staring at a portfolio and asking: "How do I turn this into reliable income for the rest of my life…without overpaying the IRS or outliv...

The Retirement Risk That Changes Everything

February 19, 2026 3:30am 14 min

Markets move every day. Headlines change every hour. But the greatest threat to your retirement plan isn't volatility... it's something far less visible. In this episode, I'm breaking down: → The three components of risk...

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