Taylor Schulte, CFP®

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Welcome! I'm Certified Financial Planner® Taylor Schulte. I was named as the #2 Independent Advisor in the U.S. by Investopedia, and I'm dedicated to helping retirement savers aged 50+ lower taxes and invest smarter. 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? Each week, I tackle important financial topics to help you "stay wealthy" in retirement. --- This channel is for informational and entertainment purposes only and not personal advice. It is not engaged in rendering legal, financial, or other professional services. Content may include topics related to tax planning and estate planning, but should not be considered tax or legal advice. Past performance is not indicative of future results. Always consult your CPA, attorney, or financial planner before making financial decisions.

Joined

2024-05-22

Format

solo-host

Topics

Financial Literacy & Education, Budgeting & Money Management