Why 37% of Retirees Have Regrets (And How to Avoid Them)
"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 40% of retirees say they wish they had waited longer to retire (and it's not about money). In this episode, I'm revealing why even the most financially prepared retirees fall into identity crises and regret. I'm also sharing my 5-step "Bridge Strategy" to help you retire with clarity and purpose, not just a seven-figure portfolio. If you're planning FOR retirement but haven't considered what you're retiring TO, this episode is for you. *** SCHEDULE A COMPLIMENTARY DISCOVERY CALL: Need professional retirement & tax planning help? We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes. 🗓️ Learn more and schedule a Discovery Meeting with us. *** EPISODE RESOURCES: 📊 Get Your FREE Retirement & Tax Analysis! ✏️ Grab the Episode Show Notes 📫 Join the Stay Wealthy Retirement Newsletter
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10:20
The Hidden Risk of "High-Yield" Cash in Retirement
"Cash is king" has guided investors since the 1987 market crash. But what if this so-called "king" is actually putting your retirement plan at risk? Millions of retirees are lured by today's enticing cash yields, confusing safety nets for sound investment strategies. In this episode, I'm revealing why cash (even at 4-5%) is a deceptive long-term investment. I'm also sharing details about a critical investment performance metric to help you make more informed portfolio decisions. If you're wondering how to balance safety and growth in today's uncertain market, this episode is for you. *** 2025 TAX CHEATSHEET Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF). You'll also receive weekly retirement and investing tips from yours truly. 👉 Click here to subscribe and grab your cheatsheet. *** EPISODE RESOURCES: 📊 Get Your FREE Retirement & Tax Analysis! ✏️ Grab the Episode Show Notes
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12:18
7 Pitfalls to Avoid If You Want to Stay Retired
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 year, countless retirees are forced back into the workplace. Not because they were reckless, but because they followed advice that sounded smart and safe. In this episode, I'm sharing 7 of the most common retirement pitfalls that can derail even the best-laid plans. I'm also sharing our Total Retirement System™—a comprehensive framework to ensure you retire once and never look back. If you're approaching retirement (or already there) and want to avoid mistakes that force people back to work, this episode is for you. *** 2025 TAX CHEATSHEET Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF). You'll also receive weekly retirement and investing tips from yours truly. 👉 Click here to subscribe and grab your cheatsheet. *** EPISODE RESOURCES: 📊 Get Your FREE Retirement & Tax Analysis! ✏️ Grab the Episode Show Notes
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16:59
How to Spend More, Stress Less, and Retire Sooner
"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 industry has convinced everyone that retiring later is the most sensible backup plan if your savings fall short. But what if this common advice is actually setting you up for one of the most costly mistakes of your life? In this episode, I'm sharing why the real danger may not be running out of money in retirement, but rather working too long. I’m also sharing why choosing the right withdrawal strategy may help you retire sooner AND give you more confidence to spend in retirement. *** 2025 TAX CHEATSHEET Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF). You'll also receive weekly retirement and investing tips from yours truly. 👉 Click here to subscribe and grab your cheatsheet. *** EPISODE RESOURCES: 📊 Get Your FREE Retirement & Tax Analysis! ✏️ Grab the Episode Show Notes
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17:21
How Tariffs Actually Work (And Why They're Shaking the Market)
Today I'm diving into the tariff-induced market mania that has been dominating every news headline. Specifically, I'm joined by Cullen Roche, monetary economics expert and founder of Discipline Funds, to discuss three important things: ► How tariffs actually work and why economists across the political spectrum overwhelmingly agree they are bad ► What the recent tariff proposal means for the economy (and American consumers) ► What yesterday’s "90-day pause" means for the markets going forward We also discuss how retirement investors should approach their portfolios during this period of economic uncertainty + what changes are prudent to make. *** 2025 TAX CHEATSHEET Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF). You'll also receive weekly retirement and investing tips from yours truly. 👉 Click here to subscribe and grab your cheatsheet. *** EPISODE RESOURCES: 📊 Get Your FREE Retirement & Tax Analysis! ✏️ Grab the Episode Show Notes
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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