
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...
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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...
Listen to Stay Wealthy Retirement Show, a Business podcast by Taylor Schulte, CFP®. Stream 263 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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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...

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...

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...

A viral claim keeps making the rounds: that a 1% advisory fee will drain hundreds of thousands of dollars from your retirement savings. The...

Saving for retirement is one challenge. Feeling comfortable (and confident) enough to actually enjoy it is another. Even when the numbers sa...

If you're in or near retirement, one bad investment decision can have lasting consequences. And new research shows just how risky stock pick...

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...

📝 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...

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 stayi...

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 i...

Markets move every day. Headlines change every hour. But the greatest threat to your retirement plan isn't volatility... it's something far...

Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments. See how they fit togethe...

Annuities are often sold as a simple solution to a complicated retirement problem. Guaranteed income. Protection from market volatility. Pea...

What makes an investment "good?" It seems like a straightforward question, but the answer is more subjective than most people realize. Recen...

After decades of filing taxes together, most couples assume their retirement plan will continue largely unchanged if one spouse passes away....

Every year, Wall Street rolls out its market predictions. Targets get published, expectations get set, and the headlines make it sound like...

Every January, we go through the same routine. Limits adjust, brackets shift, and most years it's just a quick refresh. But 2026 is differen...

After decades of saving and doing the right things, most people expect retirement to feel clear. But for many, it doesn't. Not necessarily b...

It's that time of year again—time to step back from the complex tax strategies, Roth conversion debates, and retirement planning deep dives…...

💥 Download the freshly updated 2026 Tax Planning Cheat Sheet (PDF): www.youstaywealthy.com/cheatsheet *** Most year-end tax advice is gener...

The Oracle of Omaha is officially "going quiet." In a rare and deeply personal announcement, Warren Buffett published what appears to be his...

"Just buy the index." It's the simple advice that built your wealth and got you to the finish line. But here's what often gets overlooked: T...

Everyone fears running out of money in retirement—even millionaires. What most people don't realize is that research shows most retirees rar...

Sales of "traditional" long-term care insurance have fallen 92% since 2002. Meanwhile, hybrid policies have surged to over 500,000 sales a y...

You've heard it before—70% of Americans over 65 will need long-term care. While that number is technically true, it's also misleading. Becau...

Americans lost a record $16 billion to scams in 2024—nearly 40% from investment fraud alone. The trend is moving in the wrong direction. In...

Most experts say the smartest Social Security move is to wait until age 70 to claim. On paper, the logic seems simple—delay claiming, and yo...

We've been told our whole lives that retirement happens at 65—maybe 62 if you're lucky. But in my experience, that traditional timeline isn'...

Even if you're not on Medicare right now, chances are someone you love is—and sooner or later, you'll face those decisions yourself. That's...

Despite making insurance decisions almost daily, many retirement savers don't truly understand what they're buying or why they need it. In t...

Retirement is about so much more than money—it's a complete life transition. In this episode, I'm sharing my recent conversation with Adam C...

Required Minimum Distributions (RMDs) could force you to withdraw as much as 15% of your retirement account balance in a single year. But do...

Is retiring in your 50s actually realistic for everyday Americans? According to a recent NerdWallet survey, the average target retirement ag...

What if everything you've learned about money completely changes once you cross the $1 million mark? Many people think a healthy 7-figure ne...

A recent study reported that 76% of retirees regret not saving more money. But after working with hundreds of successful retirees and analyz...

Wondering how the new 'One Big Beautiful Bill Act' affects you and your retirement plan? Don't want to read 870 pages of Congressional jargo...

Think you need millions of dollars to retire comfortably? Think again. Most people believe they're "behind" on retirement savings because th...

"I planned for 30 years of expenses—but zero years of purpose." This was a recent client's confession, and she's not alone. In fact, nearly...

"Cash is king" has guided investors since the 1987 market crash. But what if this so-called "king" is actually putting your retirement plan...

You've finally made it to retirement! But what if some of the choices you're making right now are quietly pulling you back to work? Every ye...

"I'll just work a few more years." It's the retirement safety net millions of Americans often count on. In large part because the financial...

Today I'm diving into the tariff-induced market mania that has been dominating every news headline. Specifically, I'm joined by Cullen Roche...

ESG investing is exploding in popularity—but it's also a giant, confusing mess. Over $35 trillion in global assets now follow ESG guidelines...

Morningstar recently published its annual "State of Retirement Income" research report. This year's report finds the highest 30-year safe wi...

Today I'm discussing the biggest retirement investment risk. As Morgan Housel put it, "It's the hardest risk for people to understand... ......

Worried about Medicare IRMAA eating into your retirement savings? Whether you're 10+ years away from Medicare or already enrolled, this epis...

Markets tend to operate in cycles—yesterday's winners often become tomorrow's losers (and vice versa). The most unloved asset classes can qu...

Looking to hire a financial planner with retirement & tax planning expertise? My team and I have availability for 25 Discovery Meetings over...

Grab your Tax Planning Cheatsheet (updated for 2025!) by clicking here . The 2-page PDF guide includes every important number you'll need fo...

How do we fix the housing affordability problem in the U.S.? Will lower interest rates really improve the real estate market? How have Zillo...
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Stay Wealthy Retirement Show is listed as a Business show. The show language is listed as English.
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