227 Episodo

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

    Publicado: 2/2/2023

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

    Publicado: 25/1/2023

  3. Financial Advisors (Part 3): What Fees Do Financial Advisors Charge

    Publicado: 18/1/2023

  4. Financial Advisors (Part 2): The 5 Different Types of Advisors

    Publicado: 15/12/2022

  5. Financial Advisors (Part 1): What Are They + What Do They Do

    Publicado: 8/12/2022

  6. Should Retirement Savers Own Bonds?

    Publicado: 22/11/2022

  7. 3 Important Facts About State Taxes in Retirement

    Publicado: 8/11/2022

  8. 3 Retirement and Tax Planning Updates for 2023

    Publicado: 19/10/2022

  9. How to Invest During a Lost Decade

    Publicado: 11/10/2022

  10. Why Are Markets Falling (and How Did We Get Here)

    Publicado: 4/10/2022

  11. What Does an Inverted Yield Curve Mean for Retirement Investors

    Publicado: 20/9/2022

  12. Tax-Loss Harvesting (Part 3): Answering Three Important Questions

    Publicado: 13/9/2022

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

    Publicado: 30/8/2022

  14. Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know

    Publicado: 24/8/2022

  15. Zero Inflation, Buffer ETFs, and Social Security Increases

    Publicado: 16/8/2022

  16. The Risk of Deflation

    Publicado: 9/8/2022

  17. The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy

    Publicado: 26/7/2022

  18. How to Invest for Kids (and Grandkids!)

    Publicado: 19/7/2022

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

    Publicado: 12/7/2022

  20. Huge Tax Bills at Vanguard: What Retirement Savers Need to Know

    Publicado: 5/7/2022

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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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