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
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
Financial Scam Alert + 3 Ways to Protect Yourself (and Your Loved Ones!) in Retirement 2022-05-04
Why You Shouldn’t “Buy the Dip” 2022-04-19
Inflation Spiked: How Should Retirement Savers Respond 2022-04-14
Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You 2022-04-05
Roth Conversions Part 1: What, How, and Why 2022-03-23
Why I Was Wrong About Inflation + The Probability of a Recession 2022-03-15
5 Reasons NOT to Do a Roth Conversion in 2022 2022-03-01
Inflation Part 2: How Inflation Will Affect Your Tax Bill 2022-02-22
Inflation Part 1: Five Things Retirement Savers Need to Know 2022-02-09
Why the Stock Market Is Falling (And How to Respond!) 2022-02-01
Life Insurance Part 2: Academic Use Cases, Evaluating Old Policies, Helpful Resources, and More! 2022-01-25
Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks 2022-01-18
How to Prepare for Tech Bubble 2.0 2022-01-11
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