227 Episodes

  1. 3 Favorite Tech Tools for Retirement Savers (That Have Nothing to do With Money!)

    Published: 02/03/2021
  2. Are We In a Stock Market Bubble?

    Published: 23/02/2021
  3. Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them

    Published: 16/02/2021
  4. Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors

    Published: 09/02/2021
  5. Gamestop & Reddit: Why Individual Investors Didn't Win

    Published: 02/02/2021
  6. How to Maximize Your Return on Cash w/ Gary Zimmerman

    Published: 26/01/2021
  7. Two Economic Stories You're Not Hearing About

    Published: 19/01/2021
  8. Value Stocks, Bitcoin, and Investing at the Top of Market

    Published: 12/01/2021
  9. 3 Simple Year-End Tax Planning Strategies

    Published: 15/12/2020
  10. Tax Gain Harvesting: What is It and When to Use It

    Published: 01/12/2020
  11. How to Offset a Year-End Roth Conversion Tax Bill

    Published: 17/11/2020
  12. Investing in Bonds #4: How to Take Action and Implement

    Published: 27/10/2020
  13. Investing in Bonds #3: Rollin’ Down the...Yield Curve

    Published: 20/10/2020
  14. Investing in Bonds #2: The 2 Primary Drivers of Bond Market Returns

    Published: 13/10/2020
  15. Investing in Bonds #1: How to Invest in Bonds + Pros & Cons

    Published: 06/10/2020
  16. Retirement Investing #4: Taking Action & Investing in Stocks

    Published: 29/09/2020
  17. Retirement Investing #3: The 4 Primary Drivers of Stock Market Returns

    Published: 22/09/2020
  18. Retirement Investing #2: How to Invest in Stocks + Pros and Cons

    Published: 15/09/2020
  19. Retirement Investing #1: The Psychology of Money with Morgan Housel

    Published: 08/09/2020
  20. How Much Should You Allocate to Stocks As You Approach Retirement

    Published: 18/08/2020

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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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