Taylor Schulte, CFP

Taylor Schulte, CFP

Founder and CEO, Define Financial

Taylor Schulte, CFP, is founder and CEO of Define Financial, a fee-only wealth management firm in San Diego. In addition, Schulte hosts The Stay Wealthy Retirement Podcast, teaching people how to reduce taxes, invest smarter, and make work optional. He has been recognized as a top 40 Under 40 adviser by InvestmentNews and one of the top 100 most influential advisers by Investopedia.

7 Must-Listen Retirement Podcasts That Aren’t About Money
Man with white beard wearing headphones
happy retirement

7 Must-Listen Retirement Podcasts That Aren’t About Money

Staying physically and mentally engaged in retirement is just as important as how much cash you have in the bank. Here are some of my favorite podcast…
October 6, 2020
Why ‘Rent vs. Buy’ Is the Wrong Question
buying a home

Why ‘Rent vs. Buy’ Is the Wrong Question

The equation for owning a home or renting isn’t as straightforward as it may first appear. The deciding factor for you could come down to something ot…
August 11, 2020
These 2 Words Could Send Your Retirement Money to the Wrong Beneficiary
estate planning

These 2 Words Could Send Your Retirement Money to the Wrong Beneficiary

"Per stirpes" vs. "per capita." Making the wrong choice could cause an estate planning disaster.
July 30, 2020
3 Reasons to Take a Closer Look at ETFs
investing

3 Reasons to Take a Closer Look at ETFs

Their low cost and transparency are admirable, but their tax efficiencies may take the cake.
March 16, 2020
Five Wishes: A Simple Tool to Write Your Living Will
retirement

Five Wishes: A Simple Tool to Write Your Living Will

End-of-life planning is more than just what kind of care you want in your final days. It's about such personal choices as who you want with you when t…
August 15, 2019
3 Tragic Retirement Investing Mistakes to Avoid
retirement

3 Tragic Retirement Investing Mistakes to Avoid

It can be easy to go astray if you're going it alone. Here are three areas where retirement savers tend to get tripped up.
July 3, 2019
Top 5 Retirement Podcasts Everyone Should Listen To
retirement

Top 5 Retirement Podcasts Everyone Should Listen To

You can never be too money smart, and one easy way to boost your financial IQ is to tune into some really great, and often even entertaining, podcasts…
May 9, 2019
How to Protect Your Digital Assets
retirement

How to Protect Your Digital Assets

Did you know the average American has $55,000 in digital assets? That's something definitely worth including in your estate plan. Here's how to get st…
April 25, 2019
Leaving a Job? How to Decide If You Should Do a 401(k) Rollover or Not
401(k)s

Leaving a Job? How to Decide If You Should Do a 401(k) Rollover or Not

There are a lot of reasons why rolling a 401(k) over into your own IRA is the best choice for most people, but for some there are a couple of cons tha…
December 20, 2018
The Easy-to-Miss Way to Have Enough Money for Retirement
retirement

The Easy-to-Miss Way to Have Enough Money for Retirement

Be tax smart to maximize your savings in retirement. Here are four ways to reduce your taxes once you retire and keep more of the money you worked so …
October 8, 2018
How to Freeze Your Credit and Stay Safe Online
Computer hacker. Internet crime working on a code on laptop screen with dark digital background. Cyber attack in cyberspace concept
credit & debt

How to Freeze Your Credit and Stay Safe Online

Data breaches and hack attacks are a fact of life. To protect your identity and your financial information, use these three simple best practices. And…
July 20, 2018
What You Know About Financial Advisers Is All Wrong
retirement

What You Know About Financial Advisers Is All Wrong

Financial professionals are changing their ways, or at least many are. More are happy to work with younger, smaller investors, and to put your needs a…
May 9, 2018
How to Save for Retirement If You Don't Have a 401(k)
retirement

How to Save for Retirement If You Don't Have a 401(k)

For many people, retirement savings and 401(k)s are synonymous. However, many others don't have that option. For them, there are several other tax-sma…
March 14, 2018
Are You Investing or Speculating?
investing

Are You Investing or Speculating?

Here's how to tell the difference ... and when it's actually OK to speculate in the stock market.
March 14, 2018
What's Changing in Your Retirement Accounts in 2018 (and How to Take Advantage)
retirement

What's Changing in Your Retirement Accounts in 2018 (and How to Take Advantage)

Retirement savers can use all the help they can get, and in 2018 some of that help comes in the form of higher limits on savings vehicles. Here are th…
February 14, 2018
Should You Be Tempted to Invest in Bitcoin?
investing

Should You Be Tempted to Invest in Bitcoin?

The recent eye-popping gains in the cryptocurrency are hard to ignore, but the proposition may not be as sexy as it sounds.
December 5, 2017
8 Financial Pros Share the Money Moves You Must Make Before 2018
investing

8 Financial Pros Share the Money Moves You Must Make Before 2018

In a few months, you’ll likely be inundated with posts, articles and videos about how you can make 2018 the best year yet.
November 7, 2017
8 Money Moves You Must Make Before 2018
retirement

8 Money Moves You Must Make Before 2018

Let us be among the first to put the new year on your radar, because believe it or not, there are some end-of-the year financial tasks that you should…
October 24, 2017
Giving to Charity? Learn the Ins and Outs of Donor-Advised Funds
investing

Giving to Charity? Learn the Ins and Outs of Donor-Advised Funds

These simple, low-cost vehicles tend to be the most efficient and effective ways to engage in charitable giving.
October 3, 2017
Tips for an Effective Mid-Year Financial Check-Up
investing

Tips for an Effective Mid-Year Financial Check-Up

Sitting down to review the past six months’ worth of activity can do wonders for achieving your financial goals by year-end.
September 28, 2017
The Secret to Using Money to Buy Happiness
Women shopping together in mall
spending

The Secret to Using Money to Buy Happiness

You need to take a hard look at what you’re spending your money on, and then take a harder look at yourself and what you really value.
August 3, 2017
Before You Refinance Student Loans, Read This
A group of students throwing their caps into the air after graduation
college

Before You Refinance Student Loans, Read This

It might seem like a good way to make payments manageable, but you could be making some major trade-offs that could cost you (or your co-signer — than…
July 18, 2017
Is $1 Million Enough to Retire?
retirement

Is $1 Million Enough to Retire?

It surely sounds like a lot, but once you do all the math, you might be sadly surprised. Here's why.
May 8, 2017
How to Raise Money-Smart Kids
savings

How to Raise Money-Smart Kids

Telling them how to be financially savvy probably won't make much of an impact. You have to show them.
January 3, 2017
How to Decide Whether to Rent or Buy Your Home
real estate

How to Decide Whether to Rent or Buy Your Home

Homeownership is commonly considered a sign of success, but in some cases, it can actually work against your financial goals.
December 19, 2016
Teaching Kids About Money
savings

Teaching Kids About Money

Want your children to have a prosperous future? Start with these four lessons.
November 30, 2016
What to Do When Markets Plunge
investing

What to Do When Markets Plunge

Play it cool with these five tips.
November 30, 2016