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 y...
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Stay Wealthy Retirement Show
An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • Make Work Optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare...
Stay Wealthy Retirement Show Podcast Guide
Listen to Stay Wealthy Retirement Show, a Business podcast by Taylor Schulte, CFP®. Stream 275 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 275 episodesWhy 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 le...
6 (Counterintuitive) Facts About Retirement, Investing, and Longevity
Today, we're stepping away from the spreadsheets, tax strategies, and retirement tactics to have a little fun. I'm sharing six facts that ch...
Retirement Replay: The Five Things Happy Retirees Have in Common
A strong financial plan can tell you whether you can retire, but it may not tell you whether you'll feel ready. In this Retirement Replay, b...
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...
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....
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. The...
The 3 Questions That Reveal Your Real Inflation Risk in Retirement
When inflation makes headlines, it can feel like one of those retirement risks you just have to endure. Saving, investing, tax planning, inc...
5 Umbrella Insurance Mistakes That Leave Retirement Savers Exposed
Umbrella insurance isn't usually the first thing people think about when they picture retirement planning. Most conversations focus on savin...
Why 2 Retirees With the Same $1M Plan Ended $3M Apart
Two retirees. Same $1 million portfolio. Same 60/40 allocation. Same 4% withdrawal rate. Same 30-year retirement. The only difference? One r...
The Real Reason Wealthy Retirees Still Wake Up Anxious (And the 4 Pillars That Fix It)
Many retirement savers assume the anxiety will lift once they hit a certain number. Maybe it's $1 million. Maybe $2 million. Maybe $5 millio...
Why Waiting Until 70 for Social Security Can Backfire (And the Question to Ask Instead)
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%....
3 Things to Review on Your Tax Return (And a Fresh Take on Social Security Timing)
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...
The Most Overlooked Retirement Decision (It's Not Your Portfolio)
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. A...
The 6-Digit Code That Can Drain Your Retirement Account (And How to Stop It)
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...
The Real Cost of a Financial Advisor (And Why the 1% Math Is Misleading)
A viral claim keeps making the rounds: that a 1% advisory fee will drain hundreds of thousands of dollars from your retirement savings. The...
Why the Happiest Retirees Spend Their Money Differently
Saving for retirement is one challenge. Feeling comfortable (and confident) enough to actually enjoy it is another. Even when the numbers sa...
Why 59% of Stocks Destroy Wealth (And What Smart Retirees Do About It)
If you're in or near retirement, one bad investment decision can have lasting consequences. And new research shows just how risky stock pick...
The Roth Conversion Rule Almost Nobody Explains Correctly (4 Scenarios That Make It Simple)
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. Bu...
5 Withdrawal Strategies to Boost Retirement Income (And How High You Can Really Go)
📝 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...