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
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
Why You Are (Probably) Planning for the Wrong Things in Retirement 2024-11-07
4 Ways to (Tax-Efficiently) Diversify Concentrated Investments 2024-10-24
Small Cap Value (Part 3): How to Choose the Right Fund and Take Action 2024-10-10
Small Cap Value (Part 2): How to Reduce Risk + Improve Returns 2024-09-26
Small Cap Value (Part 1): Is This Popular Strategy Dead? 2024-09-12
Retirement, Taxes, and Investment Underperformance 2024-08-29
5 Surprising Investing Facts That You've (Probably) Never Heard 2024-08-15
Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!) 2024-07-31
5 Strategies to Take Control of Your Required Minimum Distributions (RMDs) 2024-07-18
Dividend Investing (Part 4): Answering Top Listener Questions 2024-06-27
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