227 Episodes

  1. Per Stirpes: How This Funny Word Can Save You From Sending Thousands (or Millions) of Retirement Dollars to the Wrong Beneficiary

    Published: 21/01/2020
  2. Financial Myth #4: A Traditional 401(k) is Better Than a Roth 401(k) When Saving for Retirement

    Published: 07/01/2020
  3. Financial Myth #3: Election Years Influence Stock Market Returns

    Published: 10/12/2019
  4. Financial Myth #2: It's Dangerous to Invest at Market Highs

    Published: 26/11/2019
  5. Financial Myth #1: If Interest Rates Rise, Bonds Will Lose Money

    Published: 12/11/2019
  6. How to Invest in Emerging Markets and Why Most Are Doing it Wrong with Perth Tolle

    Published: 29/10/2019
  7. These 3 Social Security Changes in 2020 Don't Just Affect Retirees

    Published: 15/10/2019
  8. ETFs Rule, Mutual Funds Drool with Ryan Kirlin

    Published: 01/10/2019
  9. What is a Target Date Fund and Should you Invest in One for Retirement?

    Published: 17/09/2019
  10. How George Kinder Revolutionized the Financial Advice Business

    Published: 03/09/2019
  11. Yield Inversions, Recession Worries, RMD Timing, and More!

    Published: 20/08/2019
  12. Everything You Ought to Know About Donor-Advised Funds

    Published: 06/08/2019
  13. How to Declutter and Prepare to Downsize Your Home in Retirement with Jen Robin

    Published: 23/07/2019
  14. Five Wishes: America's Most Popular Living Will with Paul Malley

    Published: 09/07/2019
  15. How to Invest for a 30+ Year Retirement with Ashby Daniels, CFP®

    Published: 25/06/2019
  16. Home & Auto Insurance: How to Maximize Your Policies and Save Money

    Published: 11/06/2019
  17. Should You Get in on the Next Big IPO?

    Published: 28/05/2019
  18. Why You May Need Disability Insurance — Even if You Are Approaching Retirement

    Published: 14/05/2019
  19. Want to Retire? Avoid These Three Tragic Investing Mistakes

    Published: 30/04/2019
  20. Saving for a Home? Don’t Make These Mistakes With Your Down Payment

    Published: 16/04/2019

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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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