by Taylor Schulte, CFP®
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.
Language
🇺🇲
Publishing Since
12/26/2017
Email Addresses
1 available
Phone Numbers
0 available
April 10, 2025
Financial advisor Taylor Schulte interviews Cullen Roche, monetary economics expert, about how tariffs impact the market and what retirement investors should do during economic uncertainty
March 20, 2025
Financial advisor Liz Simmie explains how retirement investors can evaluate ESG funds and avoid marketing hype in this interview
March 6, 2025
<p>Morningstar recently published its annual "State of Retirement Income" research report.</p> <p>This year’s report finds the highest 30-year safe withdrawal rate for retirees is... 3.7% 🤯</p> <p>In this episode, you'll learn:</p> <p>► How researchers arrive at different recommended withdrawal rates</p> <p>► Why popular withdrawal strategies are (likely) too conservative</p> <p>► 3 proven strategies for boosting retirement income</p> <p>And since there is no one-size-fits-all, you'll also learn the pros and cons of each retirement income strategy discussed!</p> <p>***</p> <p><strong>2025 TAX CHEATSHEET</strong></p> <p>Subscribe to the <strong><a href= "https://taylor-schulte.ck.page/retirement-newsletter" target= "_blank" rel="noopener">Stay Wealthy Retirement Newsletter!</a></strong></p> <p>As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF). </p> <p>You'll also receive weekly retirement and investing tips from yours truly.</p> <p>👉 <strong><a href= "https://taylor-schulte.ck.page/retirement-newsletter" target= "_blank" rel="noopener">Click here to subscribe and grab your cheatsheet</a></strong>.</p> <p>***</p> <p><strong>EPISODE RESOURCES:</strong></p> <p>📊 <strong><a href= "https://www.freeretirementassessment.com/" target="_blank" rel= "noopener">Get Your FREE Retirement & Tax Analysis!</a></strong></p> <p>✏️ <strong><a href= "https://www.youstaywealthy.com/238" target="_blank" rel= "noopener">Grab the Episode Show Notes</a></strong></p> <p><strong>📘 </strong><strong><a href= "https://www.rpnweekly.com" target="_blank" rel= "noopener">Subscribe to "The Go-Go" Retirement Newsletter</a></strong></p>
Benjamin Brandt CFP®, RICP®
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
James Conole, CFP®
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Jason Parker
Jim Saulnier, CFP® & Chris Stein, CFP®
Andy Panko
Devin Carroll, CFP® & John Ross, JD
Steve Chen
Ari Taublieb, CFP®, MBA
Casey Weade
Audacy
Paul Merriman
Wes Moss
Morningstar
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