227 Episodes

  1. Tax Planning, Legacy Planning, and Listener Q&A!

    Published: 20/07/2021
  2. LTC Part 2: Everything You Ought to Know About Maximizing Long Term Care Insurance Coverage

    Published: 13/07/2021
  3. LTC Part 1: A Step-by-Step Process to Determine if You Can Self-Fund for Long Term Care

    Published: 06/07/2021
  4. 6 Ways to Access Retirement Funds Early

    Published: 29/06/2021
  5. Why I Don't Invest in Gold or Oil

    Published: 22/06/2021
  6. 5 Reasons Index Funds May Be Bad for America

    Published: 15/06/2021
  7. How to Use the COVID Crash to Make Better Investing Decisions

    Published: 08/06/2021
  8. When Timing the Stock Market Can Actually Work

    Published: 01/06/2021
  9. Two Simple Tax Planning Tips + A Fun (Personal) Update

    Published: 25/05/2021
  10. The Right Way for Retirement Savers to Approach ESG Investing With Liz Simmie

    Published: 18/05/2021
  11. The Bitcoin Counterargument

    Published: 11/05/2021
  12. The Bullish Case for Bitcoin With Isaiah Douglass

    Published: 04/05/2021
  13. How I Invest My Money + The Importance of Human Capital With Lazetta Braxton

    Published: 27/04/2021
  14. Big Investing Mistakes, Financial Media, and More With Caleb Silver

    Published: 20/04/2021
  15. Robo-Advisors Part 2: Pros and Cons + Pitfalls to Watch Out For

    Published: 13/04/2021
  16. Should You Invest at Stock Market Highs?

    Published: 06/04/2021
  17. Robo-Advisors Part 1: What They Are + How to Determine if You Should Invest Your Money With One

    Published: 30/03/2021
  18. What Are NFTs and Should Retirement Savers Invest In Them

    Published: 23/03/2021
  19. Stock Market Update + 3 Portfolio Analysis Tech Tools

    Published: 16/03/2021
  20. ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals

    Published: 09/03/2021

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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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