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
3 Tax Planning Strategies Most Retirement Investors Overlook 2025-12-11
"Happy Thanksgiving (Yes, Even the Jerks)": Wisdom from Warren Buffett 2025-11-27
The S&P 500 Trap: Why the "Safe" Choice Is Actually Risky for Retirees 2025-11-20
Why Retirees Fear Running Out of Money — Even Though They Rarely Do 2025-11-06
The Truth About Long-Term Care Insurance (and When to Buy It) 2025-10-30
Long-Term Care: A 5-Step Process to Determine If You Can "Self-Fund" 2025-10-23
8 Red Flags You're About to Get Scammed 2025-10-16
6 Reasons Why Delaying Social Security Might Hurt Your Retirement 2025-10-09
7 Signs You're Closer to Retirement Than You Think 2025-09-25
Medicare's Future: Rising Costs, Fewer Perks, and Hidden Traps 2025-09-18
Life Insurance Simplified: Smart Strategies for Protecting Your Retirement 2025-09-11
How to Avoid Retirement's Biggest Blind Spots Before It's Too Late 2025-08-28
RMDs Unpacked: The Math Behind Your Required Distributions (and Tax Strategy) 2025-08-21
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
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