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.
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...
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...
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...
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...
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,...
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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Table of Contents What is IRMAA for MedicareSo what income is IRMAA based on?And exactly how is IRMAA calculated?What are...
Table of Contents What Are Donor-Advised Funds (DAFs)?How Do Donor-Advised Funds Work?Step #1: Open Your Donor-Advised FundStep #2: Fund Your...
San Diego real estate continues to skyrocket. If we buy a home, it feels like we might be getting 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.
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