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.
There is no shortage of questions when it comes to navigating and planning for retirement.
➤ How much do I need to save?
➤ How do I optimize my tax bill and avoid overpaying the IRS?
➤ When do I take Social Security?
➤ What should I invest in? (And what should I avoid?!)
The list goes...
Published 04/03/24
Inflation hit a 40-year high of 9.1% in June 2022.
Today, inflation is hovering around 3%.
If inflation is back in line with long-term historical averages, why does everything still feel so expensive?
When voters were asked what they would most like to see improved in our economy...
...why...
Published 03/21/24