227 Avsnitt

  1. 10 Reasons You Should Avoid Indexed Universal Life Insurance (IUL)

    Publicerades: 2022-06-28

  2. How to Reduce Medicare IRMAA in 2022

    Publicerades: 2022-06-23

  3. Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits

    Publicerades: 2022-06-21

  4. 3 Key Takeaways on Inflation from the May CPI Report

    Publicerades: 2022-06-15

  5. Why Are TIPS (Inflation-Protected Bonds) Losing Money?

    Publicerades: 2022-06-09

  6. 3 Big Retirement Mistakes (and How to Sidestep Them)

    Publicerades: 2022-06-07

  7. Bonds, Recessions, and Withdrawing Money in Retirement

    Publicerades: 2022-05-25

  8. Financial Scam Alert + 3 Ways to Protect Yourself (and Your Loved Ones!) in Retirement

    Publicerades: 2022-05-04

  9. Why You Shouldn’t “Buy the Dip”

    Publicerades: 2022-04-19

  10. Inflation Spiked: How Should Retirement Savers Respond

    Publicerades: 2022-04-14

  11. Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You

    Publicerades: 2022-04-05

  12. Roth Conversions Part 1: What, How, and Why

    Publicerades: 2022-03-23

  13. Why I Was Wrong About Inflation + The Probability of a Recession

    Publicerades: 2022-03-15

  14. 5 Reasons NOT to Do a Roth Conversion in 2022

    Publicerades: 2022-03-01

  15. Inflation Part 2: How Inflation Will Affect Your Tax Bill

    Publicerades: 2022-02-22

  16. Inflation Part 1: Five Things Retirement Savers Need to Know

    Publicerades: 2022-02-09

  17. Why the Stock Market Is Falling (And How to Respond!)

    Publicerades: 2022-02-01

  18. Life Insurance Part 2: Academic Use Cases, Evaluating Old Policies, Helpful Resources, and More!

    Publicerades: 2022-01-25

  19. Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks

    Publicerades: 2022-01-18

  20. How to Prepare for Tech Bubble 2.0

    Publicerades: 2022-01-11

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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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