227 Episodes

  1. 10 Reasons You Should Avoid Indexed Universal Life Insurance (IUL)

    Published: 28/06/2022
  2. How to Reduce Medicare IRMAA in 2022

    Published: 23/06/2022
  3. Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits

    Published: 21/06/2022
  4. 3 Key Takeaways on Inflation from the May CPI Report

    Published: 15/06/2022
  5. Why Are TIPS (Inflation-Protected Bonds) Losing Money?

    Published: 09/06/2022
  6. 3 Big Retirement Mistakes (and How to Sidestep Them)

    Published: 07/06/2022
  7. Bonds, Recessions, and Withdrawing Money in Retirement

    Published: 25/05/2022
  8. Financial Scam Alert + 3 Ways to Protect Yourself (and Your Loved Ones!) in Retirement

    Published: 04/05/2022
  9. Why You Shouldn’t “Buy the Dip”

    Published: 19/04/2022
  10. Inflation Spiked: How Should Retirement Savers Respond

    Published: 14/04/2022
  11. Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You

    Published: 05/04/2022
  12. Roth Conversions Part 1: What, How, and Why

    Published: 23/03/2022
  13. Why I Was Wrong About Inflation + The Probability of a Recession

    Published: 15/03/2022
  14. 5 Reasons NOT to Do a Roth Conversion in 2022

    Published: 01/03/2022
  15. Inflation Part 2: How Inflation Will Affect Your Tax Bill

    Published: 22/02/2022
  16. Inflation Part 1: Five Things Retirement Savers Need to Know

    Published: 09/02/2022
  17. Why the Stock Market Is Falling (And How to Respond!)

    Published: 01/02/2022
  18. Life Insurance Part 2: Academic Use Cases, Evaluating Old Policies, Helpful Resources, and More!

    Published: 25/01/2022
  19. Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks

    Published: 18/01/2022
  20. How to Prepare for Tech Bubble 2.0

    Published: 11/01/2022

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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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