Stay Wealthy Retirement Podcast

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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Language: en

Genres: Business, Investing

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How to Avoid Retirement's Biggest Blind Spots Before It's Too Late
Episode 251
Thursday, 28 August, 2025

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 Cmejla, where we explore the often-overlooked aspects of retirement planning. We discuss: ‣ Why retirement can feel like a grieving process—and how to navigate it ‣ The surprising role responsibility and community play in long-term happiness ‣ Smarter ways to approach Monte Carlo simulations, taxes, and cash management We also share our favorite retirement and investing charts that reinforce the principles essential to keeping financial plans grounded. Whether you’re 10 years out from retirement or already there, this conversation challenges common assumptions and offers a helpful perspective on this stage of life. *** SCHEDULE YOUR FREE DISCOVERY MEETING: My team and I have guided hundreds of families across the U.S. through retirement’s biggest challenges over the last two decades. The result? Smarter tax strategies, better investment decisions, and a more confident retirement. If you’re seeking clarity and a proven retirement planning process, we’d be honored to help. 👉 Schedule a Complimentary Discovery Meeting *** EPISODE RESOURCES: → Grab the Episode Show Notes → Join the Stay Wealthy Retirement Newsletter → Get Your FREE Retirement & Tax Analysis!