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
Why the New Target Retirement Age Is 58 (And How You Can Do It Too) 2025-08-07
Retirement's Big Shift: How the Rules Change After $1 Million 2025-07-24
3 Overlooked Threats to a Fulfilling Retirement 2025-07-17
5 Ways the 'One Big Beautiful Bill' Impacts Your Retirement 2025-07-10
How to Retire at 62 (Even If You Feel "Behind") 2025-06-26
Why 37% of Retirees Have Regrets (And How to Avoid Them) 2025-06-13
The Hidden Risk of "High-Yield" Cash in Retirement 2025-06-05
7 Pitfalls to Avoid If You Want to Stay Retired 2025-05-15
How to Spend More, Stress Less, and Retire Sooner 2025-05-01
How Tariffs Actually Work (And Why They're Shaking the Market) 2025-04-10
ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype 2025-03-20
3 Ways to Boost Retirement Income 2025-03-06
The Biggest Retirement Investment Risk: How to Protect Your Portfolio 2025-02-13
3 Ways to Reduce Medicare IRMAA (Now and in the Future!) 2025-01-30
2025 Market Outlook: Planning for Uncertainty 2025-01-16
How to Evaluate Financial Advisors: A Step-by-Step Guide 2025-01-09
12 Insightful (and Unbelievable!) Statistics About Markets & Investing 2024-12-19
Fixing the Housing Market, Trump's Tariffs, What's Next for Our Economy (and More!) 2024-12-12
5 Steps to Overcome Retirement Spending Challenges 2024-12-05
How to Invest In Emerging Markets 2024-11-21
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