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 PLANNERâ„¢ 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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Title Date published
Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions 2023-02-02
Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor 2023-01-25
Financial Advisors (Part 3): What Fees Do Financial Advisors Charge 2023-01-18
Financial Advisors (Part 2): The 5 Different Types of Advisors 2022-12-15
Financial Advisors (Part 1): What Are They + What Do They Do 2022-12-08
Should Retirement Savers Own Bonds? 2022-11-22
3 Important Facts About State Taxes in Retirement 2022-11-08
3 Retirement and Tax Planning Updates for 2023 2022-10-19
How to Invest During a Lost Decade 2022-10-11
Why Are Markets Falling (and How Did We Get Here) 2022-10-04
What Does an Inverted Yield Curve Mean for Retirement Investors 2022-09-20
Tax-Loss Harvesting (Part 3): Answering Three Important Questions 2022-09-13
Tax-Loss Harvesting (Part 2): Who Benefits the Most? 2022-08-30
Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know 2022-08-24
Zero Inflation, Buffer ETFs, and Social Security Increases 2022-08-16
The Risk of Deflation 2022-08-09
The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy 2022-07-26
How to Invest for Kids (and Grandkids!) 2022-07-19
Series I Bonds: Should Retirement Savers Invest in Them for Inflation Protection? 2022-07-12
Huge Tax Bills at Vanguard: What Retirement Savers Need to Know 2022-07-05
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