At 28 years old I wanted to better understand how I could better prepare for retirement. This podcast has taught me more so much more than I expected there to be involved in planning. As I have grown as a retirement saver, this podcast helps with understanding why certain things happen in the markets and help with keeping your portfolio simple.

Taylor does a great job helping you think through your investment portfolio, avoid bad investing practices, all in an easy to digest manner! He goes a level deeper than the basic is without going too far into the weeds!

I have learnt a lot of new and important information while listening to this podcast. Taylor is awesome and very knowledgeable. The 1:1 guidance he provided to me was invaluable . Keep it running!!

I listed to the episode on 4 misconceptions of retirement. It just felt like generic rambling for 45 minutes. Learned nothing. These guys like to hear themselves talk.

Not only is this show valuable to an individual looking for personal knowledge to help themselves, but also for advisors navigating the deep waters of the industry. The topics discussed in this podcast provide a clear approach to many common issues faced in the industry and help provide tremendous value in your conversations with clients and prospects. An advisor such as myself, you feel like you are gaining experience at an accelerated rate in addition to your personal meetings. The topics are relevant, applicable, and explained very clear. Thank you Taylor for what you do. You have truly been a blessing to me and my business.

This is one of the best financial podcasts for general financial guidance. I like the unbiased and honest approach to educating listeners.

I believe I’ve been working with the best retirement planner around. He made suggestions that no other retirement planner could and they worked!

Great podcast! Explains in depth financial subjects in a very easy to understand manner. One of my favorites.

Taylor provides unmatched value when it comes to financial planning. He delivers complex information in a clear and concise way...no fluff or mumbo jumbo! I highly recommend this podcast to anyone interested in improving their financial literacy. Thanks Taylor!

Taylor presents information on topics that really count in retirement planning. He keeps the show length brief and to the point and just fits in the information that is most useful to a listener.

I always look forward to Taylor’s show dropping into my podcast feed. I know the show will be informative, entertaining and positive. Taylor, thanks for all the work you put into the show. Scott Lake Oswego, Oregon

Great financial planning guidance for retirees and those nearing retirement. I look forward to Taylor’s clear explanations of retirement withdrawal strategies, Roth conversion strategies, and financial planning tips to minimize taxes in retirement.

Taylor makes financial concepts easy to understand. I am so glad I found his podcast.

Love the podcast! I particularly appreciate that you get to the point, and provide the information we need without a bunch of rambling and time fillers. I highly recommend Taylor Schulte’s podcast!

I’m a future retiree and Taylor’s practical insight and delivery is essential listening for navigating the maze of financial planning. He has a particular talent for communicating the multiple sides of retirement financial decisions in a practical and transparent manner. Great rapport with the occasional guests also. Seems like a great guy to get a beer with, too.

This is one of the very best financial advisory services.

Taylor (and guests) do a great job of boiling down complex topics to simple, digestible, relevant information that would help anyone preparing for (or enjoying) retirement.

Thank you Taylor for all your interesting, useful information in short segments. You’re doing a nice job of explaining sometimes difficult subjects.

Always informative and educational I continue to enjoy this informative podcast and shared various with others. Thank you

Hi Taylor, There are a lot of nuances when it comes to inflation. The feds mainly focus on the core CPI/inflation more than the headline CPI. That was 4.3% in August 2023. And fed’s target is 2%. So we are almost double where we should be. The main concern with inflation is, even though it has been coming down, will it reaccelerate is the concern as the consumer spending is not slowing down and the job market is still tight and GDP growth has been higher than anyone anticipated. Also, another point experts are making is that, getting that last 1% lower in core inflation is going to be extremely difficult. In other words, getting the core inflation from 3% handle to 2% handle. So there is a lot of going on with these numbers. Also the recent oil price increase is throwing a wrench into the recent disinflation. As you know, oil price increase impacts the whole economy and the prices of everything.

If you are nearing retirement or retired, this podcast is for you. Taylor does a great job breaking down complex financial topics in an easy to understand format. Episodes are concise and straight to the point. Highly recommend for retirement savers!

Taylor does a great job of walking through very complicated issues. It’s obvious that he knows his stuff and he has a caring heart.

Taylor knows his stuff. He presents a wide range of retirement topics in a way that I understand. I’m learning something new every episode!

Taylor and his team are professional at every level - hard pressed to find a more dedicated team whether it’s to their existing clients or the mass audience looking for great advice. 100% recommend at all levels

I’m specifically referring to episode 192, but there’s others. This podcast is coming out of my rotation. When you quote a study that says whomever has $200k in retirement savings is “affluent”, you lose all credibility, regardless if you quote someone else’s study. That is just ridiculous.

This podcast is truly incredible. I recently started my career and am new to retirement saving. I stumbled upon The Stay Wealthy Podcast on my way to work one day and I haven’t stopped listening since! The information is high yield and Taylor makes it easy to digest. Taylor genuinely cares about this community he’s created. Love the show! Thank you for what you do

I have been enjoying this podcast since day one!! I am in my mid 40s and I have been interested lately in the ins and outs of financials to make sure I am in the right direction when I retire. This podcast has taught me so many things!! Everything is explained so well and all the information is in plain English and easy to digest for such a complex topic. Thank you!!!

I was hooked after 1 show. This podcast is great for those who want to understand more about their investments/savings account.

Love 90% of your content however your episode on “June 28 - 10 reasons you should avoid Indexed Universal Life Insurance” was riddled with inaccurate comments.

This is a great podcast. I’m a financial advisor with a wealth of experience, and I still gain knowledge each episode. Taylor teaches me something in each episode and keeps it interesting (not always possible when talking about some financial planning topics). Highly recommend.

Touches on many aspects of investing and living. Well worth the time to listen.

Important money management concepts turned into understandable and actionable bits! Love it and share it regularly with my extended family so we all increase our money management skills.

LOVED the podcast on avoiding scams! So much needed information. In fact I was so so enthusiastic about it I forwarded a link to the podcast to the employees in my unit, only to realize that some of them thought it might be a scam itself 😜I immediately followed up by telling them that it was indeed from me and where they could find the episode on their own if they wished. We had a scammer a few years ago who targeted the unit from a fake email address, and unfortunately did scam some money off of folks. This advice never grows old. Thank-you!

This podcast really values the listener’s time. It’s valuable advice, modestly delivered, in a highly concise manner.

Taylor does a great job breaking down complex topics and making them easy to understand. I’m a new financial advisor myself, and listening to the Stay Wealthy podcast is just one of the ways I continue to educate myself and stay informed. Keep putting out the great content!

This was a first experience with the podcast, and I heard the promotion for the book. I would love to have a copy of it and I’m going continue listening to your podcast. I’m a little bit on the older side and a little bit late to investing, but I’m here to stay. Thank you.

Excellent talk! In the past, I always waited for the dip to get in, and didn’t realize actually bought it high! I learned a lot from you and Nick. Hope I can learn more by reading his newly published book. Susan Zhang, Portland Oregon

Good timely content. Concise. Enjoy the fact there’s not a lot of extraneous fluff like other podcasts. Keep it up.

Stay Wealthy is a great resource as Taylor brings a real focus to each episode and delivers solid information on one or a small number of related topics. No jumping around or wishy washy recommendations. Just great financial information delivered in an honest fashion.

I started listening to Taylor’s Stay Wealthy during my COVID walks. I am a CPA so I love to learn about investments. I learned so much from personal investment to retirement tax planning. I wish I found Taylor’s podcast earlier. Thank you for all you did. I look forward to hearing all the new ones in the future.

Taylor Shulte gives you great content in the Stay Wealth podcast. It is very professionally produced and obvious he takes pride putting out a good show. For me it’s a real winner and find myself listening to some of the episodes multiple times. You will enjoy the interviewed guests on the shows which adds good variety. The length of the podcast is just about right for a 30 - 40 minute commute.

Hi Taylor. I thought your show today with Nick Maggiulli was excellent. Great information, and not the usual personal finance podcast fare (and I don’t mean your podcast, which I really enjoy). I actually felt like I learned something today — it wasn’t just people’s lazy opinions about this or that investment. It was very special! I also like the tone you two set - not some hustle, very easy to listen to, no wasted time at all and very much to the point, with real hard excellent advice to pass on to listeners who want to learn and make educated decisions with their finances and investments. Thank you. S. Daly.

Taylor has a great way of giving all the details and then presenting pros and cons around a topic. And his topics are usually spot on with my interests. Lots of good food for thought in these episodes. Thanks for the education!

A terrific podcast and Taylor makes often complex financial subjects both easy to understand and informative. If you want to enhance your understanding and learn financial strategies that will help prevent costly mistakes while bolstering your financial and retirement security, then this podcast hits the mark. One of the best out there and definitely will raise your financial IQ.

I 've been listening to your podcast and find it easy to listen to and understand for retirees and pre-retirees. Yours is the only podcast I've heard that really spells out the steps to figuring out if a Roth conversion is right for a particular person. If people are thinking about it, listen to episodes on March 23 and April 1 for Parts 1 and 2. I listen to quite a few retirement podcasts, but this is the only one I've found that is so clear about steps 1-5... on how to figure if a Roth conversion is right.

Taylor presents his topics in crisp style and focuses on key concerns of most investors without a lot of unnecessary jargon. Mostly the episodes are just Taylor, but when he picks a guest, like Nick in the current one or Michael Kitces not long ago, they are people who complement our knowledge of personal finance. Highly recommended overall!

This is a great podcast and I look forward to listening and getting tips about how to build and stay wealthy. The topics are relevant and I like how detailed and specific they get. Highly recommend!

I listen to a lot of financial podcasts but this one is my favorite. Easy to listen to and not too long. Highly recommended!

Taylor produces an incredible podcast for those who want to learn more about investing for retirement but also getting it from a trustworthy and honest source. Taylor is very knowledgeable and guides you to the most optimal way to the happiest retirement without being sold unnecessary products and losing money. Thank you Taylor and keep up the good work!

Love listening to Taylor. He explains everything so well. The episodes are of a reasonable length (10 to 30 minutes) as to not overwhelm the listener. It's obvious he cares about his listeners.