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
3 Retirement and Tax Planning Updates for 2023 2022-10-19
How to Invest During a Lost Decade 2022-10-11
Why Are Markets Falling (and How Did We Get Here) 2022-10-04
What Does an Inverted Yield Curve Mean for Retirement Investors 2022-09-20
Tax-Loss Harvesting (Part 3): Answering Three Important Questions 2022-09-13
Tax-Loss Harvesting (Part 2): Who Benefits the Most? 2022-08-30
Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know 2022-08-24
Zero Inflation, Buffer ETFs, and Social Security Increases 2022-08-16
The Risk of Deflation 2022-08-09
The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy 2022-07-26
How to Invest for Kids (and Grandkids!) 2022-07-19
Series I Bonds: Should Retirement Savers Invest in Them for Inflation Protection? 2022-07-12
Huge Tax Bills at Vanguard: What Retirement Savers Need to Know 2022-07-05
10 Reasons You Should Avoid Indexed Universal Life Insurance (IUL) 2022-06-28
How to Reduce Medicare IRMAA in 2022 2022-06-23
Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits 2022-06-21
3 Key Takeaways on Inflation from the May CPI Report 2022-06-15
Why Are TIPS (Inflation-Protected Bonds) Losing Money? 2022-06-09
3 Big Retirement Mistakes (and How to Sidestep Them) 2022-06-07
Bonds, Recessions, and Withdrawing Money in Retirement 2022-05-25
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