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Stay Wealthy Retirement Podcast

by Taylor Schulte, CFP®
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About the show

A CFP takes on one retirement question per short episode, like when to claim Social Security or how withdrawals get taxed.
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.

Latest episodes

  • The Case for Claiming Social Security Early (Even If You Can Afford to Wait)

    October 1, 2026 · 17 min

    If you've researched when to claim Social Security, you've probably heard to wait until age 70.  And there's good reason for that advice. Waiting means a larger monthly benefit for life, which can be especially valuable if your…

  • Why Your Charitable Deduction Can Disappear (Even With a Receipt)

    September 24, 2026 · 23 min

    📥 Grab Your Free Charitable Giving Planning Resources:  Charitable giving can be simple, but the tax and planning decisions behind it often are not. Get four practical resources to help you make more informed giving decisions: A QCD…

  • 3 Things RMD Timing Actually Affects (And How to Choose Your Schedule)

    September 17, 2026 · 15 min

    Once required minimum distributions begin, the IRS decides how much comes out of your IRA each year. But it doesn't decide when... You can take it all in January, wait until December, or spread it out across the year. At first glance…

  • Are You Really Behind on Retirement? 2 Studies Disagree (46% vs. Under 20%)

    September 10, 2026 · 20 min

    One multi-decade study suggests nearly half of working households may be at risk of falling short in retirement. But another respected study found that fewer than 20% were actually behind. So which one should you believe? The answer…

  • Your Plan Says Spend — Your Gut Says No (5 Questions to Ask Instead)

    September 3, 2026 · 18 min

    Most retirement planning treats the transition like a single event. But in reality, you're navigating THREE different shifts at the same time. And while traditional planning is well-equipped to handle the first, it spends far less time…

  • 8 Investing Numbers That Shape Whether Your Nest Egg Outlives You

    August 27, 2026 · 22 min

    You've spent decades building a nest egg large enough to fund the retirement you want. The next challenge is making sure it can support that same lifestyle for the next 30 years. At 3% historical inflation, the $100,000 lifestyle you…

  • The 4 Retirement Income Styles (And How to Find Yours)

    August 20, 2026 · 18 min

    Two retirees can have the same age, the same nest egg, and the same monthly expenses. Give them the exact same retirement income plan, and one may feel completely comfortable while the other loses sleep the moment markets fall. That's…

  • Do You Really Need $1.5 Million to Retire?

    August 13, 2026 · 15 min

    Americans now say they need $1.5 million to retire comfortably, according to a recent survey. That's nearly 60% higher than the "magic number" reported roughly five years ago, which helps explain why so many retirement savers feel…