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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How to Spend More, Stress Less, and Retire Sooner
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2025-05-01
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How Tariffs Actually Work (And Why They're Shaking the Market)
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2025-04-10
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ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype
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2025-03-20
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3 Ways to Boost Retirement Income
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2025-03-06
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The Biggest Retirement Investment Risk: How to Protect Your Portfolio
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2025-02-13
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3 Ways to Reduce Medicare IRMAA (Now and in the Future!)
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2025-01-30
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2025 Market Outlook: Planning for Uncertainty
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2025-01-16
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How to Evaluate Financial Advisors: A Step-by-Step Guide
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2025-01-09
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12 Insightful (and Unbelievable!) Statistics About Markets & Investing
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2024-12-19
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Fixing the Housing Market, Trump's Tariffs, What's Next for Our Economy (and More!)
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2024-12-12
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5 Steps to Overcome Retirement Spending Challenges
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2024-12-05
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How to Invest In Emerging Markets
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2024-11-21
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Why You Are (Probably) Planning for the Wrong Things in Retirement
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2024-11-07
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4 Ways to (Tax-Efficiently) Diversify Concentrated Investments
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2024-10-24
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Small Cap Value (Part 3): How to Choose the Right Fund and Take Action
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2024-10-10
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Small Cap Value (Part 2): How to Reduce Risk + Improve Returns
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2024-09-26
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Small Cap Value (Part 1): Is This Popular Strategy Dead?
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2024-09-12
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Retirement, Taxes, and Investment Underperformance
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2024-08-29
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5 Surprising Investing Facts That You've (Probably) Never Heard
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2024-08-15
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Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)
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2024-07-31
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