I’m Taylor Schulte, an avid golfer, husband, father, and the owner of Stay Wealthy.
I’m also the Founder and CEO of Define Financial – a commission-free retirement planning firm.
I’m glad you’re here and ready to:
- Reduce your tax bill
- Invest smarter
- Make work optional in retirement
Why I Launched Stay Wealthy
I worked for large wealth management firms for half of my career.
They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that and launched my own retirement planning firm in 2014, Define Financial.
Unlike the large wealth management firms, we adhere to the Fiduciary Standard. Put simply, we have structured our business so that we are personally liable if we give you bad advice.
I love my job.
I’m proud of my firm.
But there’s only so much time in my day and only so many people I can help.
This dilemma led me to the launch of Stay Wealthy.
The goal of this site (and the podcast) is simple: to educate and empower people like you to make smart financial decisions so you can retire on your terms.
And, a lot of conflicting advice.
And even when the advice you can find is decent, there’s just too much of it for a busy professional to sort it out on their own.
You shouldn’t spend your time and energy trying to puzzle through the right retirement and tax planning moves to make.
You should be able to gain access to proven strategies, in plain English, that help you reduce taxes, invest smarter, and make work optional in retirement.
That’s what Stay Wealthy is all about.
I’m here to provide clarity around important financial topics and teach you proven strategies that will ensure you can retire on your terms...and Stay Wealthy!