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Stay Wealthy Retirement Podcast

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?

Podcast · By Taylor Schulte, CFP® · English · Official site

Indexed episodes, last 90 days
11
Latest publication
Sep 17, 2026
Audience
Apple #194 · US
Earliest in this view
Jul 9, 2026

Latest episodes

  1. Episode · Sep 17, 2026

    3 Things RMD Timing Actually Affects (And How to Choose Your Schedule) (opens the original)

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    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, the choice seems almost meaningless. The required amount is the same, and the distribution still lands in the same tax year. But the timing can matter in ways that aren't always obvious. And even if you're years away from taking RMDs, this is a decision you'll even

  2. Episode · Sep 10, 2026

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

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    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 reveals a weakness in the way we typically measure retirement progress. Here's what you'll learn: → Why 2 respected studies reach such different conclusions about who's really at risk → The 3 ways the "save a percentage" rule can break down for families → Why the yea

  3. Episode · Sep 3, 2026

    Your Plan Says Spend — Your Gut Says No (5 Questions to Ask Instead) (opens the original)

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    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 on the second and almost none on the third. Here's what you'll learn: → Why 50% of retirees plan to spend little or none of their savings → Why even a well-funded retiree can treat every withdrawal like a threat → 5 questions that work better than "Can I afford it

  4. Episode · Aug 27, 2026

    8 Investing Numbers That Shape Whether Your Nest Egg Outlives You (opens the original)

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    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 retire on could cost $240,000 a year by age 90. And the assets that feel safest — cash, CDs, and money market funds — have historically done the least to keep up. In this episode, I'm simplifying a century of market history into 8 numbers that shape how long your mo

  5. Episode · Aug 20, 2026

    The 4 Retirement Income Styles (And How to Find Yours) (opens the original)

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    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 because retirement income planning involves more than math. It also depends on how much certainty you want, how much flexibility you're willing to give up, and which risks you're comfortable carrying yourself. In this episode, I'm breaking down a practical framewor

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Apple #194 · US

Measured Sep 19, 2026

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