227 Episoder

  1. ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype

    Udgivet: 20.3.2025
  2. 3 Ways to Boost Retirement Income

    Udgivet: 6.3.2025
  3. The Biggest Retirement Investment Risk: How to Protect Your Portfolio

    Udgivet: 13.2.2025
  4. 3 Ways to Reduce Medicare IRMAA (Now and in the Future!)

    Udgivet: 30.1.2025
  5. 2025 Market Outlook: Planning for Uncertainty

    Udgivet: 16.1.2025
  6. How to Evaluate Financial Advisors: A Step-by-Step Guide

    Udgivet: 9.1.2025
  7. 12 Insightful (and Unbelievable!) Statistics About Markets & Investing

    Udgivet: 19.12.2024
  8. Fixing the Housing Market, Trump's Tariffs, What's Next for Our Economy (and More!)

    Udgivet: 12.12.2024
  9. 5 Steps to Overcome Retirement Spending Challenges

    Udgivet: 5.12.2024
  10. How to Invest In Emerging Markets

    Udgivet: 21.11.2024
  11. Why You Are (Probably) Planning for the Wrong Things in Retirement

    Udgivet: 7.11.2024
  12. 4 Ways to (Tax-Efficiently) Diversify Concentrated Investments

    Udgivet: 24.10.2024
  13. Small Cap Value (Part 3): How to Choose the Right Fund and Take Action

    Udgivet: 10.10.2024
  14. Small Cap Value (Part 2): How to Reduce Risk + Improve Returns

    Udgivet: 26.9.2024
  15. Small Cap Value (Part 1): Is This Popular Strategy Dead?

    Udgivet: 12.9.2024
  16. Retirement, Taxes, and Investment Underperformance

    Udgivet: 29.8.2024
  17. 5 Surprising Investing Facts That You've (Probably) Never Heard

    Udgivet: 15.8.2024
  18. Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)

    Udgivet: 31.7.2024
  19. 5 Strategies to Take Control of Your Required Minimum Distributions (RMDs)

    Udgivet: 18.7.2024
  20. Dividend Investing (Part 4): Answering Top Listener Questions

    Udgivet: 27.6.2024

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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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