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Stay Wealthy Retirement Podcast Stay Wealthy Retirement Podcast Taylor Schulte, CFP® Smart Money Circle Smart Money Circle Adam Sarhan Institutional Real Estate, Inc. Podcast Institutional Real Estate, Inc. Podcast IREI Jake & Gino: Real Estate Investing & Multifamily Jake & Gino: Real Estate Investing & Multifamily Jake & Gino Valuetainment Valuetainment Valuetainment Episodes The Financial Coconut Podcast The Financial Coconut Podcast The Financial Coconut Artificial Intelligence Growth Architect | Connor with Honor | Real Estate Consultant Artificial Intelligence Growth Architect | Connor with Honor | Real Estate Consultant Connor T. MacIvor | Connor with Honor The Redeeming the Dirt Podcast The Redeeming the Dirt Podcast Noah Sanders Interview Boss Interview Boss Interview Boss Sadhguru Deutsch Sadhguru Deutsch Sadhguru Deutsch Family Law:A Case for Children Family Law:A Case for Children Bertha Belmore Chills with TFC Chills with TFC The Financial Coconut New Heights Show on Education New Heights Show on Education New Heights Show on Education Números Verdes Números Verdes Grupo Zigna Afrique économie Afrique économie RFI Coffee and a Mike Coffee and a Mike Michael Farris Stock Movers Stock Movers iHeartPodcasts Nicht zu fassen. Der profil-Investigativpodcast Nicht zu fassen. Der profil-Investigativpodcast Nachrichtenmagazin profil Bitcoin News Alerts | Daily BTC Macro Signal Bitcoin News Alerts | Daily BTC Macro Signal Bitcoin News Alerts CNBC's "Fast Money" CNBC's "Fast Money" CNBC Afternoons Live with Tyler Axness Afternoons Live with Tyler Axness MWC Autoblog News Autoblog News Fox Business Hourly Report Fox Business Hourly Report FOX News Podcasts World Business Report World Business Report BBC World Service 每日聽管理 每日聽管理 經理人 Tony Robbins Podcast Daily Tony Robbins Podcast Daily Tony Trumponomics Trumponomics Bloomberg Master of Scaling: Marketing messbar machen – mit Ads, Automatisierung & KI Master of Scaling: Marketing messbar machen – mit Ads, Automatisierung & KI Christoph Mohr, Jörg Ullmann, Master of Search GmbH Marketplace Marketplace Marketplace Crypto News Today | 2 Min News | The Daily News Now! Crypto News Today | 2 Min News | The Daily News Now! The Daily News Now! Elaine's Kitchen Table | Create Better Family, Health, Business, Self Elaine's Kitchen Table | Create Better Family, Health, Business, Self Elaine Tan Comeau: Business Woman, Entrepreneur, Founder of Easy Daysies MarketBeat | Stock Market News & Analysis MarketBeat | Stock Market News & Analysis MarketBeat Finance Exam Prep Finance Exam Prep Ran Chen, EA, CFP® Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD Christopher H. Loo, MD-PhD Alpha Casts - AI Market Intelligence Alpha Casts - AI Market Intelligence StockAlpha.ai PIMCO Pod PIMCO Pod PIMCO 富爸爸-财商思维学习 富爸爸-财商思维学习 终身都要成长
Stay Wealthy Retirement Podcast

Negocios

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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