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Stay Wealthy Retirement Podcast

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®
Uitgebracht: 2026-02-26
Stay Wealthy Retirement Podcast - QR Code
GratisNew
254 afleveringen
Audio
Luister in Apple Podcasts
GratisNew
254 afleveringen
Audio
Luister in Apple Podcasts
Uitgebracht: 2026-02-26
Meest recente aflevering
The Retirement Income Mistake That Costs Investors Up to 6% Per Year

The Retirement Income Mistake That Costs Investors Up to 6% Per Year

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 outliving my money?"  It's no sur
Tijd: 19:49
Afspelen
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 outliving my money?" 
It's no surprise so many retirees gravitate toward dividends. They feel like a replacement paycheck.
In fact, the majority of investors say they prefer dividends and interest over capital gains to fund retirement.
But retirement income planning isn't just about generating cash flow.
It's about creating sustainable income from a finite pool of capital while coordinating taxes and the rest of your retirement plan.
In this episode, I break down new research on dividend investing and explain why the most popular income strategy may be far less efficient than it appears.
I also share what the evidence suggests about building a portfolio and a plan that actually supports long-term retirement success.
Because when it comes to funding your retirement, small structural decisions compound into very large outcomes.
***
📆 BOOK A CALL:
Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments. 
See how they fit together in one coordinated strategy built around your numbers.
👉 Learn More and Book a Call
***
EPISODE RESOURCES:
→  Grab the Episode Show Notes
→ Join the Stay Wealthy Retirement Newsletter
→  Learn About the Total Retirement System™
Aflevering-ID: 1000751723348
GUID: 05300336-d608-4404-9d24-b0db9bdd2707
Releasedatum: 26-2-2026 10:30:00

Beschrijving

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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https://rss.libsyn.com/shows/98538/destinations/513717.xml

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