#2
Named #2 Financial Advisor in U.S.
There are 100,000+ independent financial advisors in the U.S. The
Investopedia 100 spotlights the top financial advisors in the country,
and Taylor Schulte was awarded the #2 spot.
The Stay Wealthy Podcast with Taylor Schulte, CFP®
Learn how to reduce taxes, invest smarter, and make work optional in retirement.
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Stay Wealthy Retirement ShowPreferred Stocks: Everything Retirement Savers Need to Know
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Stay Wealthy Retirement ShowThe Top 3 Benefits of Market Cap Weighted Index Funds
Stay Wealthy Retirement ShowHow to Earn a 7% Return in Today’s Environment
Stay Wealthy Retirement ShowWhy Retirement Investors Underperform by 2% Per Year
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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 ShowWhy Rent vs. Buy Is the Wrong Question With Jeremy Schneider
Today we're breaking down rent vs. buy with Jeremy Schneider, founder of Personal Finance Club. You've probably heard people say: "if you rent, you're throwing money away every month!" Or... "owning a home is a safe investment." And yeah, there...
Stay Wealthy Retirement ShowTax 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...
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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...
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