Stay Wealthy

Stay Wealthy

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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.

Recent Episodes

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

    1 week ago
  • 4 Ways to (Tax-Efficiently) Diversify Concentrated Investments

    3 weeks ago
  • Small Cap Value (Part 3): How to Choose the Right Fund and Take Action

    1 month ago
  • Small Cap Value (Part 2): How to Reduce Risk + Improve Returns

    2 months ago
  • Small Cap Value (Part 1): Is This Popular Strategy Dead?

    2 months ago
  • Retirement, Taxes, and Investment Underperformance

    3 months ago
  • 5 Surprising Investing Facts That You've (Probably) Never Heard

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

    4 months ago
  • 5 Strategies to Take Control of Your Required Minimum Distributions (RMDs)

    4 months ago
  • Dividend Investing (Part 4): Answering Top Listener Questions

    5 months ago