Stay Wealthy Retirement Podcast

En podcast af Taylor Schulte, CFP® - Torsdage

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216 Episoder

  1. 4 Ways to (Tax-Efficiently) Diversify Concentrated Investments

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

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

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

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

    Udgivet: 29.8.2024
  6. 5 Surprising Investing Facts That You've (Probably) Never Heard

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

    Udgivet: 31.7.2024
  8. 5 Strategies to Take Control of Your Required Minimum Distributions (RMDs)

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

    Udgivet: 27.6.2024
  10. Dividend Investing (Part 3): A More "Flexible" Dividend Strategy

    Udgivet: 6.6.2024
  11. Dividend Investing (Part 2): Three Reasons Why Dividend Strategies Underperform

    Udgivet: 22.5.2024
  12. Dividend Investing (Part 1): Making Money While You Sleep

    Udgivet: 9.5.2024
  13. How to Protect Yourself From Financial Scams (+ New Resources)

    Udgivet: 25.4.2024
  14. The Best Retirement Account, Making Investment Changes, and More!

    Udgivet: 3.4.2024
  15. Inflation: Why Does Everything (Still) Feel So Expensive?

    Udgivet: 21.3.2024
  16. Roth Conversions and the 5-Year Rule (Explained!)

    Udgivet: 7.3.2024
  17. 4 (Little-Known) Retirement Planning Misconceptions

    Udgivet: 21.2.2024
  18. How to Invest During an Election Year

    Udgivet: 8.2.2024
  19. Why We Need to Stop Talking About “Paying Off the National Debt”

    Udgivet: 25.1.2024
  20. How to Evaluate (and Choose) a Financial Advisor

    Udgivet: 11.1.2024

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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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