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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.

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The Stay Wealthy Podcast

A Forbes Top 10 Finance Show
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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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Retirement PlanningJanuary 25, 2023
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Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor
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Retirement PlanningJanuary 18, 2023
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Financial Advisors (Part 3): What Fees Do Financial Advisors Charge
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Retirement PlanningDecember 15, 2022
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Financial Advisors (Part 2): The 5 Different Types of Advisors
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Retirement PlanningDecember 8, 2022
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Financial Advisors (Part 1): What Are They and What Do They Do
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Retirement PlanningNovember 22, 2022
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Should Retirement Savers Own Bonds?
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Tax PlanningNovember 8, 2022
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3 Important Facts About State Taxes in Retirement
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FEATURED PODCASTS
FeaturedMay 18, 2021
Liz Simmie
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The 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...

Retirement IncomeSeptember 8, 2020
Morgan Housel
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Retirement 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...

Retirement IncomeMarch 2, 2020
Jeremy
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Jeremy 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...

Retirement IncomeFebruary 1, 2020
Listen Feature
Stay Wealthy Retirement Show
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...

Retirement IncomeMarch 5, 2019
Listen Feature
Stay Wealthy PodcastStay Wealthy Retirement Show
Step-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,...

FeaturedFebruary 14, 2019
Listen Feature
Stay Wealthy Retirement Show
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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Medicare IRMAA brackets and ten ways to avoid or reduce IRMAA.
2023 IRMAA Brackets: What Are They + How to Avoid IRMAA
By: Taylor R. Schulte, CFP® December 21, 2022

Today I'm sharing everything you need to know about the 2022 and 2023 IRMAA Brackets. I'm also sharing: What IRMAA is How IRMAA is calculated…

Donor Advised Funds
Donor-Advised Funds: How to Get a Bigger Tax Deduction in 2022
By: Elliott Appel, CFP®, CLU®, RLP®, CDFA® January 5, 2022

Today 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
San Diego Real Estate: Should You Buy or Rent? Here’s How to Decide
By: Taylor R. Schulte, CFP® January 1, 2022

San 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 Statistics
Fintech Market Size & Growth Statistics 2021/2022
By: Taylor R. Schulte, CFP® December 1, 2021

The 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

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.

300+

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50k+

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Recent Articles

Medicare IRMAA brackets and ten ways to avoid or reduce IRMAA.
2023 IRMAA Brackets: What Are They + How to Avoid IRMAA
By: Taylor Schulte December 21, 2022

Today I’m sharing everything you need to know about the 2022 and 2023 IRMAA Brackets. I’m also sharing: What IRMAA...
Continue Reading

Donor Advised Funds
Donor-Advised Funds: How to Get a Bigger Tax Deduction in 2022
By: Taylor Schulte January 5, 2022

Today I’m sharing everything you need to know about donor-advised funds. In fact, these simple giving accounts can help you...
Continue Reading

san diego real estate
San Diego Real Estate: Should You Buy or Rent? Here’s How to Decide
By: Taylor Schulte January 1, 2022

San Diego real estate continues to skyrocket. If we buy a home, it feels like we might be getting in...
Continue Reading

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