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Taylor Schulte: Why You Might DIY, Tax Planning, and More!

Taylor Schulte: Why You Might DIY, Tax Planning, and More!

FromStay Wealthy Retirement Podcast


Taylor Schulte: Why You Might DIY, Tax Planning, and More!

FromStay Wealthy Retirement Podcast

ratings:
Length:
53 minutes
Released:
May 19, 2020
Format:
Podcast episode

Description

Today I'm on the other end of the microphone! I was recently on the Get Wealth Fit podcast. Dustin (the host) led a great conversation and I wanted to share the replay with you.  We talk about: Why you might not need a financial advisor Conflicts of interest in the financial industry How you're making a tax planning decision daily My biggest financial mistake And more! If you're tired of me asking all the questions and want to hear me in the hot seat for once, you're going to love this episode.
Released:
May 19, 2020
Format:
Podcast episode

Titles in the series (100)

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.