Stay Wealthy Retirement Show
Hosted by Taylor Schulte, CFP®
About the Show
Do you want to lower your tax bill in retirement? Or better understand the Medicare IRMAA 2024 brackets? How about learning how to avoid IRMAA and what questions to ask a financial advisor?
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 the Stay Wealthy Retirement Podcast, I tackle the most important financial topics to help you "stay wealthy" in retirement.
Featured Episodes
Why Investors Should Own International Stocks
For the last 53 years, U.S. stocks have significantly outperformed international stocks. Despite the disappointing track record, I’m sharing why retirement investors should still own this asset class.
How to Invest During a Lost Decade
Recent headlines suggest stocks could be flat (or negative!) for the next 10 years. What if this prediction comes true? Should investors rethink their current asset allocation to prepare?
Why Most Retirees Will Never Draw Down Their Savings
Michael Kitces joins the show to explain why most retirees won't spend their entire nest egg. In fact, he shares how the 4% rule is more likely to quintuple wealth than deplete it.
Taylor Schulte, CFP®
Taylor Schulte is the founder and CEO of Define Financial, a retirement planning firm that specializes in helping people aged 50+ reduce taxes, invest smarter, and make work optional. He has been recognized as The #2 Independent Financial Advisor in the U.S. by Investopedia and a Top Registered Investment Advisor by FA Magazine.
