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.
Stay Wealthy Retirement Show3 Important Facts About State Taxes in Retirement
Stay Wealthy Retirement Show3 Retirement (and Tax Planning!) Updates for 2023
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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...
The Stay Wealthy Blog
In-depth guides and how-to’s for retirement savers.
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2022 IRMAA Brackets: What Are They + How to Avoid IRMAA
By: August 26, 2022Today I'm sharing everything you need to know about the 2022 IRMAA Brackets. I'm also sharing: What IRMAA is How IRMAA is calculated The 10…
Donor-Advised Funds: How to Get a Bigger Tax Deduction in 2022
By: January 5, 2022Today I'm sharing everything you need to know about donor-advised funds. In fact, these simple giving accounts can help you lower your tax bill in…
San Diego Real Estate: Should You Buy or Rent? Here’s How to Decide
By: January 1, 2022San Diego real estate continues to skyrocket. If we buy a home, it feels like we might be getting in at the top of the…
Fintech Market Size & Growth Statistics 2021/2022
By: December 1, 2021The fintech – or "financial technology" industry has grown exponentially since 2014, when users, investors, and regulators began to take note of the burgeoning market. In…
About Taylor Schulte, CFP®
Hey there! Thanks for stopping by. I'm the host of the Stay Wealthy Retirement Show, an Apple Top 100 Podcast. I'm also the founder of Define Financial, a commission-free retirement planning firm.
When I’m not helping people lower their tax bill, you can find me traveling with my wife and kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
