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 Favorite Tech Tools for Retirement Savers (That Have Nothing to do With Money!) 2021-03-02
Are We In a Stock Market Bubble? 2021-02-23
Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them 2021-02-16
Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors 2021-02-09
Gamestop & Reddit: Why Individual Investors Didn't Win 2021-02-02
How to Maximize Your Return on Cash w/ Gary Zimmerman 2021-01-26
Two Economic Stories You're Not Hearing About 2021-01-19
Value Stocks, Bitcoin, and Investing at the Top of Market 2021-01-12
3 Simple Year-End Tax Planning Strategies 2020-12-15
Tax Gain Harvesting: What is It and When to Use It 2020-12-01
How to Offset a Year-End Roth Conversion Tax Bill 2020-11-17
Investing in Bonds #4: How to Take Action and Implement 2020-10-27
Investing in Bonds #3: Rollin’ Down the...Yield Curve 2020-10-20
Investing in Bonds #2: The 2 Primary Drivers of Bond Market Returns 2020-10-13
Investing in Bonds #1: How to Invest in Bonds + Pros & Cons 2020-10-06
Retirement Investing #4: Taking Action & Investing in Stocks 2020-09-29
Retirement Investing #3: The 4 Primary Drivers of Stock Market Returns 2020-09-22
Retirement Investing #2: How to Invest in Stocks + Pros and Cons 2020-09-15
Retirement Investing #1: The Psychology of Money with Morgan Housel 2020-09-08
How Much Should You Allocate to Stocks As You Approach Retirement 2020-08-18
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