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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Title Date published
Should You Invest at Stock Market Highs? 2021-04-06
Robo-Advisors Part 1: What They Are + How to Determine if You Should Invest Your Money With One 2021-03-30
What Are NFTs and Should Retirement Savers Invest In Them 2021-03-23
Stock Market Update + 3 Portfolio Analysis Tech Tools 2021-03-16
ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals 2021-03-09
3 Favorite Tech Tools for Retirement Savers (That Have Nothing to do With Money!) 2021-03-02
Are We In a Stock Market Bubble? 2021-02-23
Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them 2021-02-16
Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors 2021-02-09
Gamestop & Reddit: Why Individual Investors Didn't Win 2021-02-02
How to Maximize Your Return on Cash w/ Gary Zimmerman 2021-01-26
Two Economic Stories You're Not Hearing About 2021-01-19
Value Stocks, Bitcoin, and Investing at the Top of Market 2021-01-12
3 Simple Year-End Tax Planning Strategies 2020-12-15
Tax Gain Harvesting: What is It and When to Use It 2020-12-01
How to Offset a Year-End Roth Conversion Tax Bill 2020-11-17
Investing in Bonds #4: How to Take Action and Implement 2020-10-27
Investing in Bonds #3: Rollin’ Down the...Yield Curve 2020-10-20
Investing in Bonds #2: The 2 Primary Drivers of Bond Market Returns 2020-10-13
Investing in Bonds #1: How to Invest in Bonds + Pros & Cons 2020-10-06
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