227 Afleveringen

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

    Gepubliceerd: 20-3-2025

  2. 3 Ways to Boost Retirement Income

    Gepubliceerd: 6-3-2025

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

    Gepubliceerd: 13-2-2025

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

    Gepubliceerd: 30-1-2025

  5. 2025 Market Outlook: Planning for Uncertainty

    Gepubliceerd: 16-1-2025

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

    Gepubliceerd: 9-1-2025

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

    Gepubliceerd: 19-12-2024

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

    Gepubliceerd: 12-12-2024

  9. 5 Steps to Overcome Retirement Spending Challenges

    Gepubliceerd: 5-12-2024

  10. How to Invest In Emerging Markets

    Gepubliceerd: 21-11-2024

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

    Gepubliceerd: 7-11-2024

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

    Gepubliceerd: 24-10-2024

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

    Gepubliceerd: 10-10-2024

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

    Gepubliceerd: 26-9-2024

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

    Gepubliceerd: 12-9-2024

  16. Retirement, Taxes, and Investment Underperformance

    Gepubliceerd: 29-8-2024

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

    Gepubliceerd: 15-8-2024

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

    Gepubliceerd: 31-7-2024

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

    Gepubliceerd: 18-7-2024

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

    Gepubliceerd: 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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