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
How George Kinder Revolutionized the Financial Advice Business 2019-09-03
Yield Inversions, Recession Worries, RMD Timing, and More! 2019-08-20
Everything You Ought to Know About Donor-Advised Funds 2019-08-06
How to Declutter and Prepare to Downsize Your Home in Retirement with Jen Robin 2019-07-23
Five Wishes: America's Most Popular Living Will with Paul Malley 2019-07-09
How to Invest for a 30+ Year Retirement with Ashby Daniels, CFP® 2019-06-25
Home & Auto Insurance: How to Maximize Your Policies and Save Money 2019-06-11
Should You Get in on the Next Big IPO? 2019-05-28
Why You May Need Disability Insurance — Even if You Are Approaching Retirement 2019-05-14
Want to Retire? Avoid These Three Tragic Investing Mistakes 2019-04-30
Saving for a Home? Don’t Make These Mistakes With Your Down Payment 2019-04-16
When to Take Social Security + How to Fix a Common Mistake 2019-04-02
How to Protect Your Digital Assets with Jamie Hopkins 2019-03-19
How to Lower Taxes in Retirement 2019-03-05
10 Biggest Mistakes to Avoid When Hiring a Financial Advisor 2019-02-19
Avoid Massive Investment Mistakes by Using an Investment Policy Statement (IPS) 2019-02-05
3 Super-Easy (and Important!) Year-End Planning Tips 2018-12-18
Your Old 401(k): to Rollover, or Not to Rollover 2018-11-20
Do Not Invest Your Money Until You Listen to This Interview with Dr. Daniel Crosby 2018-11-06
529 Accounts: Three Things That Are More Important 2018-10-23
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