Named #2 Financial Advisor in U.S.
There are 100,000+ independent financial advisors in theU.S. The Investopedia 100 spotlights the top financial
advisors in the country, and Taylor Schulte was awarded
the #2 spot in 2022.
The Stay Wealthy Podcast
with Tayor Schulte
Learn how to reduce taxes, invest smarter, and make work optional in retirement.
Stay Wealthy Retirement ShowWhy You Are (Probably) Planning for the Wrong Things in Retirement
Stay Wealthy Retirement Show4 Ways to (Tax-Efficiently) Diversify Concentrated Investments
Stay Wealthy Retirement ShowSmall Cap Value (Part 3): How to Find the “Best” Fund
Stay Wealthy Retirement ShowSmall Cap Value (Part 2): How to Reduce Risk and Improve Returns
Stay Wealthy Retirement ShowSmall Cap Value Investing (Part 1): Is This Popular Strategy Dead?
Stay Wealthy Retirement ShowRetirement, Taxes, and Investment Underperformance
— FEATURED PODCASTS
Stay Wealthy Retirement ShowThe Right Way for Retirement Savers to Approach ESG Investing With Liz Simmie
Today we’re diving into ESG investing. ESG stands for Environmental, Social, and Corporate Governance. And because the world of ESG is messy and complicated, I asked Liz Simmie, co-founder of Honeytree Investment Management, to help us break it down. Liz...
Stay Wealthy Retirement ShowRetirement Investing #1: The Psychology of Money with Morgan Housel
Today I’m kicking off a 4-part series on investing in the stock market. And, I don’t think I could have found a better guest to get us started. My favorite personal finance writer, Morgan Housel, joins us to talk about...
Stay Wealthy Retirement ShowJeremy Schneider: Why Rent vs. Buy Is the Wrong Question
Jeremy Schneider, founder of Personal Finance Club, joins me today to break down rent vs. buy. You've probably heard people say: "If you rent, you're throwing money away every month! Owning a home is a safe investment." And yeah, there...
Tax Gain Harvesting: What is It and When to Use It
Today I’m talking about tax gain harvesting. While tax-loss harvesting typically gets all the attention, realizing gains and deliberately paying taxes now can oftentimes be more valuable. And once again, this strategy is not just for the ultra-wealthy... In fact, those...
Stay Wealthy Retirement ShowStep-by-Step: How to Lower Taxes in Retirement
Are you a working professional? If so, now is the perfect time to make smart moves to lower taxes in retirement. Nearing retirement or already retired? Don't worry, it's not too late to win the game against the I.R.S. Remember,...
Hiring a Financial Advisor: The 10 Biggest Mistakes to Avoid
Did you know anyone can call themselves a financial advisor? Or a financial planner, a wealth manager, an investment manager… the list goes on and on. Believe it or not, these titles have no legal or regulatory meaning. They’re not...
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The Stay Wealthy Blog
In-depth guides and how-to’s for retirement savers.
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Retirement Letter to Employer: How to Write One (+ Free Templates)
By: June 14, 2024A retirement letter to your employer formally notifies them of your decision to permanently end full-time employment. When you craft the perfect letter, you can…
San Diego Real Estate: Should You Buy or Rent? Here’s How to Decide
By: January 1, 2024San Diego real estate continues to skyrocket. If we buy a home, it feels like we might be getting in at the top of the…
