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 Started 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.
There’s a lot of bad advice out there.
And, a lot of conflicting advice.
And even when the advice you can find is decent, there’s often too much of it for a retirement saver to sort out on their own.
spend waste your time and energy trying to navigate through the best 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 teach you proven strategies (in plain English!) that will help you retire on your terms...and Stay Wealthy!
To staying wealthy in retirement,