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Stay Wealthy Retirement Podcast: Daily Summaries Delivered
by 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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 6 days ago27 min
5 Steps to Protect Your Aging Parents' Money (Before It's Too Late)
📥 Grab Your Free Estate Planning Resources: Helping an aging parent with their money is a responsibility few families are prepared for. Get three practical resources to help your family take action: A one-page cheat sheet of today's episode, a detailed estate-planning review checklist, and a simple guide to the key documents every family should review. → Download All 3 Resources Here *** 🎙️ Episode Description: Helping an aging parent with their money sounds simple: You step in, pay the bills, and make sure everything is handled. Unfortunately, love and trust don't give you legal authority. And without the right document in place, a bank may refuse to speak with you... even if your parent is sick, bills are going unpaid, or money is needed for their care. That's where a Durable Power of Attorney (DPOA) comes in. But simply having the document isn't enough. The fine print, the powers it grants, and the way you handle the responsibility can make all the difference. In this episode, I explain how a DPOA for finances works and steps you can take to prepare before it's too late. Here's what you'll learn: → The fine-print provision every family should double-check → 5 practical steps for managing an aging parent's finances responsibly → What can happen when the document isn't signed before a parent loses capacity → 4 common mistakes that can create legal, financial, and family problems By the end, you'll know how to prepare for managing your parents' money — and help ensure the person they trust can legally step in when the time comes. *** 📆 Book a Call With Our Team: Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments. See how they fit together in one coordinated strategy built around your numbers. Learn More and Book a Call Here *** Episode Resources: → Grab the Episode Show Notes → Join the Stay Wealthy Retirement Newsletter → Learn About the Total Retirement System™
- 1 weeks ago15 min
Can $5M in T-Bills Safely Fund Your Retirement? (History Says No)
Kevin O'Leary says you only need one thing to retire safely: $5 million in Treasury bills. Not stocks. Not real estate. Just T-bills — and you've "safeguarded your family for life." It sounds like the ultimate safe retirement plan. But when a recent research article tested this advice against 40 years of market history, the results told a very different story. In this episode, I break down the research behind the "T-Bill and Chill" strategy and what it really means for your retirement plan. Here's what you'll learn: → The two hidden forces working against a portfolio built entirely on "safe" assets → What happened to a hypothetical retiree who followed this exact advice → Why Kevin O'Leary might still be right... just not for the reason he thinks By the end, you'll know exactly what job "safe" money should (and shouldn't) have in your retirement plan. *** 📆 BOOK A CALL WITH OUR TEAM: Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments. See how they fit together in one coordinated strategy built around your numbers. 👉 Learn More and Book a Call *** EPISODE RESOURCES: → Grab the Episode Show Notes → Join the Stay Wealthy Retirement Newsletter → Learn About the Total Retirement System™
- 2 weeks ago34 min
Why Great Savers Struggle to Spend (5 Steps to Fix It)
Research shows that retirees following traditional withdrawal rules rarely come close to depleting their portfolios. In fact, many end up leaving behind balances that are surprisingly large. Which raises an important question: why is it so hard to spend the money you spent decades saving? Today, I'm revisiting my conversation with Brian Portnoy, Ph.D., CFA to explore the psychology behind the fear of spending and what retirees can do to move through it. Longtime listeners will also recognize Brian as the source of a quote I've shared many times on the show, and in this episode, he finally shares the story behind it. In this episode, we discuss: → Why retirees with healthy, well-funded plans still struggle to spend → The flawed logic behind "If I just had $X, I'd finally feel comfortable" → 5 steps to overcome the fear of spending, whether retirement is five years away or already here → What "funded contentment" means, and why it may be the real difference between being rich and being wealthy Because the goal of retirement planning isn't to die with the biggest possible balance... it's to use your money to support a life that feels meaningful to you. *** 📆 BOOK A CALL WITH OUR TEAM: Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments. See how they fit together in one coordinated strategy built around your numbers. 👉 Learn More and Book a Call *** EPISODE RESOURCES: → Grab the Episode Show Notes → Join the Stay Wealthy Retirement Newsletter → Learn About the Total Retirement System™
- 3 weeks ago20 min
6 Retirement Facts About Markets, Al Capone, and Living to 100
Today, we're stepping away from the spreadsheets, tax strategies, and retirement tactics to have a little fun. I'm sharing six facts that challenge conventional wisdom — including one involving a famous gangster and a reminder that taxes touch almost everything. A few highlights: → The surprising fate of investors who bought the exact top of the dot-com bubble → How much a crystal ball that picks winning funds is actually worth → What a 50-year backtest reveals about the real role of bonds in your portfolio → The one thing the longest-living retirees have that most retirement plans ignore By the end, I think you'll feel even more confident in the patient, disciplined, evidence-based approach we talk about so often on this show. And, if nothing else, you'll walk away with a few new stats and stories worth sharing the next time markets come up in conversation. *** 📆 BOOK A CALL WITH OUR TEAM: Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments. See how they fit together in one coordinated strategy built around your numbers. 👉 Learn More and Book a Call *** EPISODE RESOURCES: → Grab the Episode Show Notes → Join the Stay Wealthy Retirement Newsletter → Learn About the Total Retirement System™
- 4 weeks ago13 min
Retirement Replay: The Five Things Happy Retirees Have in Common
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 why retirement is not just a portfolio event. He also shares the five areas happy retirees prepare for, why purpose and connection matter more than most people expect, and why even a strong financial plan may not make someone feel ready to retire. Listen to the full episode: https://www.youstaywealthy.com/289 *** 📆 BOOK A CALL WITH OUR TEAM: Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments. See how they fit together in one coordinated strategy built around your numbers. 👉 Learn More and Book a Call *** EPISODE RESOURCES: → Grab the Episode Show Notes → Join the Stay Wealthy Retirement Newsletter → Learn About the Total Retirement System™
- Jun 25, 202643 min
Why $4M Still Doesn't Feel Like Enough to Retire (Listener Q&A)
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 scared to pull the trigger." The uncomfortable part is that no number may fix this, because what's holding David back was never on the spreadsheet. In this episode, I'm joined by Daniel Crosby, Ph.D. — a psychologist and behavioral finance expert — to answer listener questions about the part of retirement the math can't solve. You'll learn: → How to spend in retirement so the enjoyment doesn't wear off so fast → A 3-part framework for putting your money where it creates the most happiness → When changing your plan is wise, and when it's just reacting to noise → The 2 questions to ask when you're financially ready but still can't pull the trigger → What actually moves the 40% of your happiness that's within your control By the end, you'll have a clearer way to separate a plan that works on paper from a retirement you actually feel ready to live. *** 📆 BOOK A CALL WITH OUR TEAM: Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments. See how they fit together in one coordinated strategy built around your numbers. 👉 Learn More and Book a Call *** EPISODE RESOURCES: → Grab the Episode Show Notes → Join the Stay Wealthy Retirement Newsletter → Learn About the Total Retirement System™
- Jun 18, 202621 min
Why Investors Bet 65% on a Familiar Fund Name (Even When the Investments Are Identical)
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. Financially, there's no reason to prefer one over the other. But when researchers ran this experiment, investors didn't split their money evenly. In this episode, I break down new research on the hidden cost of making investment decisions based on familiarity. Here's what you'll learn: → Why a familiar fund name changes how investors judge risk, return, and safety → What the "trust premium" reveals about how investors value familiarity → How famous fund families have performed against their benchmarks → The questions to ask before choosing a fund or accepting an advisor's recommendation By the end, you'll have a more disciplined and informed way to judge whether confidence is being earned or merely assumed. *** 📆 BOOK A CALL WITH OUR TEAM: Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments. See how they fit together in one coordinated strategy built around your numbers. 👉 Learn More and Book a Call *** EPISODE RESOURCES: → Grab the Episode Show Notes → Join the Stay Wealthy Retirement Newsletter → Learn About the Total Retirement System™
- Jun 11, 202643 min
Why Saving for Your Future Self Won't Buy a Better Retirement (And What Will)
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 protecting. So you keep saving for tomorrow while postponing the life you could enjoy today. But more money for "future you" isn't what makes retirement better. In this episode, Hal Hershfield, Ph.D. — a UCLA professor of Behavioral Decision Making and author of Your Future Self — joins me to explain why. Here's what you'll learn: → Why your brain treats your future self like a stranger (and how that shapes every money decision) → How "projection bias" distorts irreversible choices like when to retire or claim Social Security → The "denominator problem" that stops retirees from spending + a simple reframe to help The distance we feel from our future selves is real and well-documented. It is also, with the right perspective, something we can learn to close. *** 📆 BOOK A CALL WITH OUR TEAM: Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments. See how they fit together in one coordinated strategy built around your numbers. 👉 Learn More and Book a Call *** EPISODE RESOURCES: → Grab the Episode Show Notes → Join the Stay Wealthy Retirement Newsletter → Learn About the Total Retirement System™
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About 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? 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.
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