227 Episodes

  1. Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions

    Published: 02/02/2023
  2. Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor

    Published: 25/01/2023
  3. Financial Advisors (Part 3): What Fees Do Financial Advisors Charge

    Published: 18/01/2023
  4. Financial Advisors (Part 2): The 5 Different Types of Advisors

    Published: 15/12/2022
  5. Financial Advisors (Part 1): What Are They + What Do They Do

    Published: 08/12/2022
  6. Should Retirement Savers Own Bonds?

    Published: 22/11/2022
  7. 3 Important Facts About State Taxes in Retirement

    Published: 08/11/2022
  8. 3 Retirement and Tax Planning Updates for 2023

    Published: 19/10/2022
  9. How to Invest During a Lost Decade

    Published: 11/10/2022
  10. Why Are Markets Falling (and How Did We Get Here)

    Published: 04/10/2022
  11. What Does an Inverted Yield Curve Mean for Retirement Investors

    Published: 20/09/2022
  12. Tax-Loss Harvesting (Part 3): Answering Three Important Questions

    Published: 13/09/2022
  13. Tax-Loss Harvesting (Part 2): Who Benefits the Most?

    Published: 30/08/2022
  14. Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know

    Published: 24/08/2022
  15. Zero Inflation, Buffer ETFs, and Social Security Increases

    Published: 16/08/2022
  16. The Risk of Deflation

    Published: 09/08/2022
  17. The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy

    Published: 26/07/2022
  18. How to Invest for Kids (and Grandkids!)

    Published: 19/07/2022
  19. Series I Bonds: Should Retirement Savers Invest in Them for Inflation Protection?

    Published: 12/07/2022
  20. Huge Tax Bills at Vanguard: What Retirement Savers Need to Know

    Published: 05/07/2022

4 / 12

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.

Visit the podcast's native language site