Podcast appearances and mentions of taylor schulte

Taylor Schulte, a renowned financial advisor and founder of Define Financial, joins The Advisor Journey to share a masterclass on advisor marketing strategies and to address some common mistakes advisors make. For example, is trying to serve a wide range of clients and blast your message out on as many channels as possible a winning approach? Taylor offers insights on creating a strong brand identity, finding the right niche for your business, and investing in a marketing funnel that delivers consistent results. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Taylor Schulte joins the show for a dive deep into the world of dividend investing. Tune in as we debunk common myths and provide a clear framework for building a successful investment portfolio.    Listen now and learn: The drawbacks of chasing high-yield investments and how to build a balanced portfolio How dividend-focused funds perform relative to the market Tax implications of dividends vs stock buybacks   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   [0:30] Introduction to Dividend Investing and Common Misconceptions [4:45] Building a Portfolio: Yield Focus vs. Total Return Approach [12:30] Performance of Dividend Strategies [17:30] Understanding Buybacks and Tax Implications [22:15] Retirement Income Strategies and Aligning Investments with Goals  

Are these 5 investing taboos keeping you stuck? In Today's Shannah Shares, Community Q&A reboot episode, I tackle a question from Laquesha: who wants to start investing but doesn't know where to start? Listen, the financial world wants you to believe that investing is super complicated and hard. However, I want you to know that isn't the case. It's really about picking how you will invest (401K, IRA, Roth IRA, etc.), how much you can invest each month, and what to invest in (which, I promise, isn't really that complicated). In this episode, I'm answering Laquesha's question and pulling in expert advice from Taylor Schulte to help demystify it all for you. LINKS Define Financial Stay Wealthy, San Diego CONNECT WITH SHANNAH Ask Shannah questions - submit your question here https://etmpod.link/askshannah  Freebie: 10 Money Questions to Ask Yourself Money Guide https://etmpod.link/10moneyq  Follow me on Instagram  Leave a 5-star Review here https://ratethispodcast.com/etm Subscribe to our YouTube Channel https://www.youtube.com/@EveryonesTalkinMoney SPONSORS Thanks to ASPCA for sponsoring the show. To explore coverage, visit ASPCApetinsurance.com/ETM. Thanks to Notion for sponsoring the show. Notion is my go-to tool for managing notes, to-do lists, and action items. You can try Notion for free at Notion.com/ETM. Thanks to OneSkin for sponsoring the show. Get 15% off OneSkin with the code ETM at https://www.oneskin.co/  Thanks to Quince for sponsoring the show. Go to http://www.quince.com/etm for free shipping on your order and 365-day returns.  Thanks to NerdWallet for sponsoring the show. Don't wait to make smart financial decisions. Compare and find smarter credit cards, savings accounts, and more today at www.nerdwallet.com. Thanks to Monarch for sponsoring the show. ​​After trying out Monarch for myself, I understand why it's the top-rated personal finance app. Listeners of this show will get an extended thirty-day free trial when you go to www.monarchmoney.com/ETM.  Thanks to EarnIn for sponsoring the show. Just download the EarnIn app in Google Play of the Apple App store and use code Talkin Money under Podcast. Thanks to Noom for sponsoring the show. Start taking control of your weight management and join the millions who have lost weight with Noom. Sign up for your TRIAL today at www.noom.com.   Thanks to ButcherBox for sponsoring the show. Sign up today at www.butcherbox.com/etm and use code ETM to get $20 off your first order. Thanks to DelelteMe for sponsoring the show. Today get 20% off your DeleteMe plan when you go to www.JoinDeleteMe.com/ETM and use promo code ETM at checkout.  Learn more about your ad choices. Visit megaphone.fm/adchoices

You've got questions and we've got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer your retirement questions. Grab your earbuds and join us for this episode full of your questions.  Make sure to listen to the pension or lump sum question to see how Taylor and I arrived at our differing opinions on what this listener should do with his pension. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [2:11] Which income sources are included in the IRMAA calculation? [10:12] On the retirement podcast network [12:35] How to use home equity as a retirement resource [22:35] Which rules should be used for this inherited IRA? [23:39] Why should I do a Roth conversion if I don't want to? [30:47] What can I do with my small annuity? [36:01] Are closed-end funds good or bad? [47:10] Pension or the lump sum? TODAY'S SMART SPRINT SEGMENT [57:18] What have you been talking about more than doing? Take action. Resources Mentioned In This Episode Define Financial Stay Wealthy Podcast with Taylor Schulte Retirement Planning Education Podcast with Andy Panko Rock Retirement Club Roger's YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger's Retirement Learning Center

In this episode with Taylor Schulte, CFP we talk: - how to plan for retirement - the big risks you face - how to overcome the mindset shift as you switch from accumulation to decumuluation (the hardest part for everyone)

Taylor Schulte and Benjamin Brandt join the show to talk about the Retirement Podcast Network and share valuable perspectives on various retirement-related topics.   Listen now and learn: How to leverage the Retirement Podcast Network to enhance your retirement readiness The major pain points retirees and those planning for retirement face Diverse ideas on how to approach advanced retirement planning strategies   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   02:34 Origin of the Retirement Podcast Network 07:09 Retirement Planning Beyond Investing 10:18 Retirement Income Strategies 14:10 Strategic Roth Conversions Are Great, But Not Everything 17:36 Long-Term Care Planning 20:58 Future Content Hubs at Retirement Podcast Network  

Now that we know what FIRE is, let's learn the benefits. In this episode of Retirement Answer Man, Kevin Sebesta joins me to discuss the benefits of FIRE.  Afterward, Mark Ross comes aboard to noodle on why creativity is important in retirement. And finally, Taylor Schulte from the Stay Wealthy podcast helps me answer some listener questions. Don't miss out on this informative episode! OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [1:41] Life as a journey [3:00] Benefits of retiring early BRING IT ON WITH MARK ROSS [19:09] Why is creativity important? LISTENER QUESTIONS WITH TAYLOR SCHULTE [25:52] About the Retirement Podcast Network [28:43] How to choose between investing in a Roth 401K and a traditional investment account [33:55] Timing a reallocation of assets [39:45] A good, detailed, free retirement calculator [44:55] Why Rosie didn't hire another financial planner TODAY'S SMART SPRINT SEGMENT [50:28] Define whether your decisions are hats, haircuts, or tattoos Resources Mentioned In This Episode New Retirement Calculator The Retirement Podcast Network Stay Wealthy Podcast Define Financial BOOK - Coaching Beyond Words by Anna Sheather BOOK - How to Think Like Leonardo DaVinci by Michael Gelb BOOK - Atomic Habits by James Clear PODCAST - Choose FI PODCAST - Catching Up to FI BOOK - The 100-Year Life by Andrew Scott and Lynda Gratton BOOK - The Second Mountain by David Brooks  Rock Retirement Club Roger's YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger's Retirement Learning Center

Podcast: Experiments in Advisor Marketing (LS 42 · TOP 1.5% what is this?)Episode: 5 (Critical) Improvements We Made to Our Client Meeting ProcessPub date: 2023-12-06Last chance!!! The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW.

Podcast: Experiments in Advisor Marketing (LS 43 · TOP 1.5% what is this?)Episode: 5 (Critical) Improvements We Made to Our Client Meeting ProcessPub date: 2023-12-06Last chance!!! The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW.

Today, I'm joined by Taylor Schulte, a financial planner, author, speaker, and Founder of Define Financial. He's also the host of two financial podcasts, including the Stay Wealthy Retirement Show, and Experiments in Advisor Marketing.For advisors with a podcast OR for those who have thought about starting one, Taylor is proof that it can be a valuable asset to your business. Not only have his shows racked up more than 2 million downloads, but they've driven an estimated 98% of new revenue for his firm. His podcasts also have allowed him to expand geographically, with more than 50% of his clients connecting via Zoom. 3 of the biggest insights from Taylor Schulte … Taylor's podcasting playbook, including how to define your niche and turn listeners into paid clients. Why getting hyper-specific on your ideal audience allows you to expand your geographic reach and become more selective when choosing new clients. A step-by-step framework for how Taylor onboards new clients – including the client engagement standards + advisory agreement he gets every client to review and sign that sets expectations, protects his time, and creates the ultimate client experience.JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/41FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved. TP11233252252

What does it mean to be a long-term investor? In this special mash up episode, all the show's guests from the past year weigh in.   Listen now to hear from Ben Carlson, Taylor Schulte, Burton Malkiel, Phil Huber, Rubin Miller, Dasarte Yarnway, Robin Powell, Brian King, Jeremy Schwartz, Rick Ferri, Mike Piper, Carl Richards, Ashby Daniels, Polina Pompliano, Mathieu Pellerin, John Jennings, Cait Howerton, Tyler Olson, Jesse Cramer, Meir Statman, Susan Jones, Hal Hershfield, William Bernstein, and Peter Lazaroff.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Taylor's Bio:In 2014, I left the wirehouse world and launched Define Financial, a fee-only financial planning firm headquartered in San Diego, CA.I started my firm for three main reasons:To create a business model that adhered to the Fiduciary standard.To specialize in helping people over age 50 lower their taxes in retirement.To creatively grow my practice and build a platform to help more people.Since launching Define Financial, I've been recognized as “The #2 Independent Advisor in the U.S.” by Investopedia and a “Top RIA in America” by Financial Advisor Magazine.I'm also:Co-Founder of The AGC™ Community for AdvisorsHost of the Experiments in Advisor Marketing Podcast (Apple Top 50)Host of the Stay Wealthy Retirement Podcast (Forbes Top 10)Co-Host of Kitces Summit's w/ Michael KitcesFounder of the Retirement Podcast NetworkRegular Contributor to KiplingerWhen I'm not perfecting financial plans, 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.Social:https://www.linkedin.com/in/taylorschulte/Twitter: @DefineFinancialMusic in this episode obtained from bensound.

What could you achieve if you planned better? CFP Taylor Schulte shares two stories told by financial planners about clients who achieved extraordinary results by creating and working on their financial plans. We dive into how you can dream bigger and do more with just a few better tactics. Plus, in our headlines segment, it turns out that a million dollars isn't enough to be comfortable in retirement (according to one source). We'll help you tweak your plan. In our TikTok minute, we ask, "What could happen to your trust if it isn't all done correctly?" Apparently, you need to do ONE big thing to make sure your trust works the way you want. We also throw out the Haven Life line to a Stacker who wants to become a financial planner. How do you break into the biz? ...all of that, AND of course, we'll share Doug's trivia.   Find show notes at stackingbenjamins.com/taylor-schulte-1332 Find deeper dives tomorrow on ALL of these topics in our newsletter, the 201: stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Taylor Schulte, the founder of Define Financial and the host of the "Stay Wealthy Retirement", podcast, joins The Express to help us ease our stress and find opportunities in uncertain markets like this one. Plus, the enigma that is the U.S. labor market, and what the layoffs in Big Tech are telling us. And, what to watch this week as inflation and earnings take center stage. LINKS FOR SHOW NOTES www.federalreserve.gov/monetarypolicy/fomcprojtabl20221214.htm https://www.investopedia.com/terms/c/consumerpriceindex.asp https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_010623A.pdf https://www.taylorschulte.com/ https://www.definefinancial.com/ https://www.taylorschulte.com/my-podcasts/ https://www.investopedia.com/terms/p/ponzischeme.asp https://www.investopedia.com/who-is-charles-ponzi-5216783 www.investopedia.com/terms/i/inflation-swap.asp https://www.sho.com/billions

Taylor Schulte, the founder of Define Financial and the host of the "Stay Wealthy Retirement", podcast, joins The Express to help us ease our stress and find opportunities in uncertain markets like this one. Plus, the enigma that is the U.S. labor market, and what the layoffs in Big Tech are telling us. And, what to watch this week as inflation and earnings take center stage. LINKS FOR SHOW NOTES www.federalreserve.gov/monetarypolicy/fomcprojtabl20221214.htm https://www.investopedia.com/terms/c/consumerpriceindex.asp https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_010623A.pdf https://www.taylorschulte.com/ https://www.definefinancial.com/ https://www.taylorschulte.com/my-podcasts/ https://www.investopedia.com/terms/p/ponzischeme.asp https://www.investopedia.com/who-is-charles-ponzi-5216783 www.investopedia.com/terms/i/inflation-swap.asp https://www.sho.com/billions

Successful retirement savers often find themselves in a high tax bracket during retirement (pensions, social security, RMDs, etc.). One of the downsides, in addition to a higher tax bill, is getting hit with Medicare IRMAA.    Listen now and learn: How IRMAA works Strategies for retirees to avoid IRMAA How to plan for IRMAA while you're still working     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

When planning your retirement journey it is imperative that you fully explore and understand the options available. On this episode of Retirement Answer Man, Shane asks about the best ways to access his retirement accounts early. Taylor Schulte from Define Financial joins me in the listener questions segment to discuss Shane's question by clarifying the rule of 55 and 72(t), the ups and downs of using his fiduciary to prepare Jay's taxes, and how to fund the first 5 years of retirement. Don't miss out on the answers to questions from listeners like you. Tune in to hear if Taylor's response matches my own.  Accept where you are now “We must be willing to give up the life that we planned so as to have the life that is waiting for us.”--Joseph Campbell It is easy to look back with wonder at the plans you had for your life. Even if everything is going well, we've all had life plans that were interrupted by curveballs. While those curveballs can throw us off course, it's important to understand and acknowledge where we are now. Rather than ignoring or avoiding your present situation, accept your situation the way it is.  Radical acceptance is fully accepting things as they are now. Only when you fully accept what your current reality is can you look forward to creating a fantastic life ahead. Recognize where you are starting from so that you can plan to rock retirement.  What is the rule of 55? Shane is currently planning to work until age 55. He would like to use the rule of 55 to access his 401K. The rule of 55 is an IRS provision that allows workers who leave their current job to start taking penalty-free distributions from their current employer's retirement plan upon reaching age 55.  Note that the rule of 55 does not apply to IRA accounts. It is only to be used for 401Ks. So if you think you may want to use the rule of 55, then you'll want to make sure that you don't roll this account over to a Roth IRA.  Although this provision seems cut and dry, there are a couple of things to look out for. First, you'll want to be clear about whether your employer will allow you to use the rule of 55 for your 401K.  Next, you'll need to see whether the employer will allow you to withdraw the funds on a partial basis so that you don't have to entirely deplete the account. Lastly, you should note that the current tax filing rate for the rule of 55 is at 20%. The ins and outs of using 72(t) for qualified accounts Shane's backup plan in case he gets laid off is to use 72(t). Similar to the rule of 55, 72(t) allows workers to gain early access to their 401K or 403B without penalty. Typically 401K contributors cannot access their retirement savings before age 59.5 without penalty. However, the rule of 72(t) allows for 5 equally periodic penalty-free payments. These payments must be made according to the schedule laid out by the IRS. It is essential that the account holder not add or withdraw anything more during this time period.  Using the 72(t) rule is tricky and it is critical that you carefully abide by the IRS's rules. Listen in to hear a tip on what you could do if you only want to access part of the funds in your 401K using rule 72(t). OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [2:01] On radical acceptance in retirement planning LISTENER QUESTIONS WITH TAYLOR SCHULTE [6:40] What should I know before using 72T to fund retirement? [13:25] Jay wonders if there are pitfalls to having his family office fiduciary prepare his taxes [23:49] How to fund the first 5 years of retirement [30:18] Belinda's question on whether to keep term life insurance in retirement TODAY'S SMART SPRINT SEGMENT [37:42] Radically accept one aspect of where you are now Resources Mentioned In This Episode Taylor Schulte - Define Financial Taylor Schulte's Stay Wealthy podcast Rock Retirement Club Roger's YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger's Retirement Learning Center  

Emily Binder of Beetle Moment Marketing and Taylor Schulte of Define Financial have both built successful businesses by leveraging digital marketing and technology. Schulte's advisory firm focuses on attracting their ideal clients through curated digital strategies while Binder's agency helps advisors grow their practices with new tools and technology like voice marketing. In this podcast, they discuss the latest digital tactics advisors should focus on to differentiate themselves and allow them to reach their desired audience.

Building a practice that can run successfully without you being there for extended periods of time can be hard work, but it is entirely worth it. Taking time off and detaching from work is important for focus and stress management, and can even be beneficial for long-term health. But do you think your practice could run without you for an entire month? Taylor Schulte, Founder of Define Financial, joins the show to share his experience with going completely offline for an entire month, including how he prepared his practice and the things he did in the lead-up. You can find show notes and more information by clicking here: https://bit.ly/3xAqdvy 

Tune in to hear:- Taylor was recently publicly criticized on social media. How did he think through how to thoughtfully craft his reaction to this and how did the community he's built help insulate him from this?- What role should community play for advisors and what can community provide that you couldn't necessarily get through self-study or other means?- In setting up his podcast, what did Taylor find worked well and what ended up surprising him?- What differentiates marketing tactics and marketing strategies? Why is it so important to setup an overarching strategy and not just cobble together disparate marketing tricks?- What role does authenticity play in crafting a successful marketing strategy?- How can we position behavioral finance to our clients in a way that will fit a little bit better for them?- What are the stages of a marketing funnel and how can we better apply these to promote our business?- How do you manage the fragile balance between content creation that is accessible to everyone and trying to monetize this in some way?https://www.taylorschulte.comCompliance Code: 1367-OAS-8/1/2022

This episode is from a recent panel we did at Snappy Kraken's Jolt conference with some others in the space, including Taylor Schulte, Matt Halloran, Emily Binder, and David Armstrong. We dove into voice and video marketing – including the ins and outs of how to get started, what you need to produce, and why your early data won't tell you the full picture. 

EPISODE HIGHLIGHTS: How to focus on your practice's niche: 4:36-7:17 How to develop your marketing funnel: 7:18-11:23Taylor's top 3 marketing considerations: 11:24-15:43 Specific tactics for growing your RIA with content marketing and SEO: 15:44-29:05 Rapid-fire question with Jason and Dasarte: 29:06-30:51 RESOURCES IN EPISODE: https://www.definefinancial.com/ADDITIONAL ALTRUIST RESOURCES:  SEO, marketing online, and creating content that matters as a financial advisor Master a great digital first impression to attract your ideal client Thinking long term about your growth: content is king 5 helpful tips for building content that your audience will care about For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey on Apple Podcast, Spotify, or wherever you listen to podcasts.  ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at altruist.com/product STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/  Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. All Copyright 2022 Altruist Corp

What is the perfect length for a podcast? Audience attention span in general is anywhere from 7 minutes to 20 minutes, but rarely more. The 7-minute attention span stat (for any medium, including a speech) comes from 100 Things Every Presenter Needs To Know About People by Susan Weinschenk. However, according to WeEditPodcasts, the attention we give podcasts is like the attention we give lectures, which is about 20 minutes. Plus, hear results of a poll conducted amongst you (my listeners) about the length of this show. (Got it, you don't love 1-minute episodes.) Join me at Jolt Conference in May: "One of the Best Financial Advisor Conferences to Choose from in 2022" via Michael Kitces. At Jolt: learn how to build and engage your audience at "Modern Strategies for Maximum Reach and Impact" on 5/5. I'll be speaking alongside some of the best in marketing and voice. My panel includes Taylor Schulte, CFP®, Alex Cavalieri, Matt Halloran, Influence Accelerator, and David Armstrong. Stacked. Listen for a promo code to register at joltconference.com! May 4-6, 2022 in Las Vegas. See acast.com/privacy for privacy and opt-out information.

So you've taken the next big step and signed up for tax software. Now what? How do you use this to make a huge impact on your clients' lives? Taylor Schulte is the founder of Define Financial, as well as a podcast host, financial planner, and co-founder of The AGC™ Community for Advisors. In this episode, Taylor joins the show to discuss the ins and outs of tax software, specifically how to be more intentional around it.

We all know tax season comes at the same time every year, yet many of us still show up unprepared. Little do we know our secret weapon is to proactively plan, not just for the present, but also for the future and that includes retirement. In this episode, Wes sits down with Financial Planner, Author, and Host of the Stay Wealthy Podcast, Taylor Schulte, CFP® to examine tax preparation. Taylor shares details about his podcast show, opening his fee-only financial planning firm, and why he consistently puts his clients first. Additionally, Taylor reveals common misconceptions about using an advisor, the importance of calculating your total tax bill and proactively tax planning for your future. Lastly, Taylor wraps up the episode by sharing some knowledge that could move you closer to retiring sooner. Call in with your financial questions for Wes to answer: 800-805-6301 Join other happy retirees on our Retire Sooner Facebook Group: https://www.facebook.com/groups/retiresoonerpodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode, Taylor Schulte, the founder of Define Financial, joins us to discuss both his role as an advisor who has struggled with balance and as a marketing advisor to financial professionals. Define Financial is optimizing retirement planning for individuals over 50. Taylor has been able to re-establish his work-life balance with systems and processes that have enabled him to focus on the things he loves doing.  Spending the last 14 years on an exploration through life and business, Taylor has been developing his own personal definition of balance through it all. Focusing on what he enjoys doing and really what he wants to spend his time on every day has shaped his journey. Along with growing his business and family, Taylor has helped develop an online community of professional and personal support for advisors at The AGC™.  As you grow in business, you need to stay clear and focused on the work that matters to you. You may want to start a podcast, blog, social media calendar, etc. But how is this serving you? We'll explore the importance of staying focused in today's business world.   Join us today as we further discuss:  Why we don't want to bring stress home  The importance of systems and processes  The unique struggles young advisors face  Advisors getting “shiny object syndrome”  #1 marketing mistake advisors make    TIMESTAMPS 0:00 – Introducing Taylor Schulte 0:57 – What's his definition of balance? 3:44 – The transition from work life to home life 7:30 – What are his biggest issues with achieving balance? 11:53 – The issues he sees advisors face 16:22 - #1 marketing mistake advisors do 19:11 – Taylor's advice for advisors 25:00 – Where to find Taylor?   RESOURCES Learn more: https://www.taylorschulte.com/ https://advisorgc.com/ https://www.definefinancial.com/ Website: https://www.travisparry.com/ Email: travis@travisparry.com Get Travis' newest book!

Podcast: Experiments in Advisor Marketing (LS 42 · TOP 1.5% what is this?)Episode: Step-By-Step: A Proven (and Simple!) Content Marketing Formula Every Advisor Can UsePub date: 2021-10-14Today I'm joined by Carl Richards. I know...you've heard Carl speak dozens of times, read his books, and used his drawings for years. But today's conversation is truly unique. We cover: Why financial advisors struggle to find success with their marketing What advisors can do to improve their marketing approach How to get over the fear of sharing your work in public Carl also shares step-by-step one of the most successful advisor marketing projects he's ever worked on. If you want to learn the tactics behind this proven marketing strategy + get over your fear of taking action, this episode is for you.

Podcast: Experiments in Advisor Marketing (LS 43 · TOP 1.5% what is this?)Episode: Step-By-Step: A Proven (and Simple!) Content Marketing Formula Every Advisor Can UsePub date: 2021-10-14Today I'm joined by Carl Richards. I know...you've heard Carl speak dozens of times, read his books, and used his drawings for years. But today's conversation is truly unique. We cover: Why financial advisors struggle to find success with their marketing What advisors can do to improve their marketing approach How to get over the fear of sharing your work in public Carl also shares step-by-step one of the most successful advisor marketing projects he's ever worked on. If you want to learn the tactics behind this proven marketing strategy + get over your fear of taking action, this episode is for you.

Podcast: Creator Science – Learn from today's top content creators (LS 52 · TOP 0.5% what is this?)Episode: #73: Taylor Schulte – Creating a winning content marketing strategy for a professional services businessPub date: 2021-09-21Taylor Schulte is the founder of Define Financial, which manages over $120 million in assets and specializes in retirement & tax planning for people over age 50.He's been named been recognized as a “Top 40 Advisor Under 40” by InvestmentNews and named “The #2 Independent Advisor in the U.S.” by Investopedia.Taylor hosts Stay Wealthy Retirement, a Forbes Top 10 Retirement podcast.And in 2020, Taylor co-founded Advisors Growing as a Community, or the AGC. The online community has more than 150 members and generates more than $225,000 in annual recurring revenue.In this episode, we talk about how Taylor found his initial clients, the short-term and long-term marketing strategies he's put into place, how he literally structured his client-facing website, how he leverages press mentions, and why an abundance mindset has helped him stand out in a competitive field.Visit Taylor Schulte's websiteVisit the Define Financial websiteLearn more about The AGCFollow Taylor Schulte on TwitterJoin #Tweet100Full transcript and show notes***ABOUT JAY CLOUSESubscribe to my weekly newsletterFind me on TwitterFind me on InstagramEnroll in my podcasting workshopEnroll in my course on podcasting, Podcast Like The Pros***LISTENER SUPPORTJoin our community on FacebookSupport this show through Buy Me A Coffee***SPONSORSTry Podia and save 15% for life as a Creative Elements listenerStart your free trial of SavvyCal and get your first month free using promo code ELEMENTSGet a free month of Blinkist Premium***PODGLOMERATE NETWORKThis show is a part of the Podglomerate network, a company that produces, distributes, and monetizes podcasts. We encourage you to visit the website and sign up for our newsletter for more information about our shows, launches, and events. For more information on how The Podglomerate treats data, please see our Privacy Policy. Since you're listening to Creative Elements, we'd like to suggest you also try other Podglomerate shows surrounding entrepreneurship, business, and careers like Rocketship.fm and Freelance to Founder. Learn more about your ad choices. Visit megaphone.fm/adchoicesThe podcast and artwork embedded on this page are from Jay Clouse, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Creative Elements (LS 47 · TOP 1% what is this?)Episode: #73: Taylor Schulte [Abundance] – Creating a winning content marketing strategy for a professional services businessPub date: 2021-09-21Taylor Schulte is the founder of Define Financial, which manages over $120 million in assets and specializes in retirement & tax planning for people over age 50.He's been named been recognized as a “Top 40 Advisor Under 40” by InvestmentNews and named “The #2 Independent Advisor in the U.S.” by Investopedia.Taylor hosts Stay Wealthy Retirement, a Forbes Top 10 Retirement podcast.And in 2020, Taylor co-founded Advisors Growing as a Community, or the AGC. The online community has more than 150 members and generates more than $225,000 in annual recurring revenue.In this episode, we talk about how Taylor found his initial clients, the short-term and long-term marketing strategies he's put into place, how he literally structured his client-facing website, how he leverages press mentions, and why an abundance mindset has helped him stand out in a competitive field.Visit Taylor Schulte's websiteVisit the Define Financial websiteLearn more about The AGCFollow Taylor Schulte on TwitterJoin #Tweet100Full transcript and show notes***ABOUT JAY CLOUSESubscribe to my weekly newsletterFind me on TwitterFind me on InstagramEnroll in my podcasting workshopEnroll in my course on podcasting, Podcast Like The Pros***LISTENER SUPPORTJoin our community on FacebookSupport this show through Buy Me A Coffee***SPONSORSTry Podia and save 15% for life as a Creative Elements listenerStart your free trial of SavvyCal and get your first month free using promo code ELEMENTSGet a free month of Blinkist Premium***PODGLOMERATE NETWORKThis show is a part of the Podglomerate network, a company that produces, distributes, and monetizes podcasts. We encourage you to visit the website and sign up for our newsletter for more information about our shows, launches, and events. For more information on how The Podglomerate treats data, please see our Privacy Policy. Since you're listening to Creative Elements, we'd like to suggest you also try other Podglomerate shows surrounding entrepreneurship, business, and careers like Rocketship.fm and Freelance to Founder. Learn more about your ad choices. Visit megaphone.fm/adchoicesThe podcast and artwork embedded on this page are from Jay Clouse / The Podglomerate, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Taylor Schulte is the founder of Define Financial, which manages over $120 million in assets and specializes in retirement & tax planning for people over age 50. He's been named been recognized as a “Top 40 Advisor Under 40” by InvestmentNews and named “The #2 Independent Advisor in the U.S.” by Investopedia. Taylor hosts Stay Wealthy Retirement, a Forbes Top 10 Retirement podcast. And in 2020, Taylor co-founded Advisors Growing as a Community, or the AGC. The online community has more than 150 members and generates more than $225,000 in annual recurring revenue. In this episode, we talk about how Taylor found his initial clients, the short-term and long-term marketing strategies he's put into place, how he literally structured his client-facing website, how he leverages press mentions, and why an abundance mindset has helped him stand out in a competitive field. Visit Taylor Schulte's website Visit the Define Financial website Learn more about The AGC Follow Taylor Schulte on Twitter Join #Tweet100 Full transcript and show notes *** ABOUT JAY CLOUSE Subscribe to my weekly newsletter Find me on Twitter Find me on Instagram Enroll in my podcasting workshop Enroll in my course on podcasting, Podcast Like The Pros *** LISTENER SUPPORT Join our community on Facebook Support this show through Buy Me A Coffee *** SPONSORS Try Podia and save 15% for life as a Creative Elements listener Start your free trial of SavvyCal and get your first month free using promo code ELEMENTS Get a free month of Blinkist Premium *** PODGLOMERATE NETWORK This show is a part of the Podglomerate network, a company that produces, distributes, and monetizes podcasts. We encourage you to visit the website and sign up for our newsletter for more information about our shows, launches, and events. For more information on how The Podglomerate treats data, please see our Privacy Policy.  Since you're listening to Creative Elements, we'd like to suggest you also try other Podglomerate shows surrounding entrepreneurship, business, and careers like Rocketship.fm and Freelance to Founder. Learn more about your ad choices. Visit megaphone.fm/adchoices

Take time to build and grow your network - learn from key thought leaders on LinkedIn. This career leap should be about making and deepening relationships and connections.  Here are some key thought leaders to follow: Caleb Brown; Michael Kitces; Alan Moore; Carl Richards; Matt Quick; Michael Quinn; Hannah Moore; Matthew Jarvis; Taylor Schulte; Alex Hopkin; Cameo Roberson; Michelle Wong; Zoe Meggert; Derek Hagan; Andrew Komarow; Jamie Bosse; Zechariah Schaefer; Zach Teutsch; Akeiva Ellis

Ross Marino talks with Taylor Schulte, Founder & Financial Planner at Define Financial, about finding his niche in retirement planning and the ups and downs of shifting into that niche. In the interview they discuss client deliverables, Michael Kitces's views on how retirees spend money, and content creation as a tool for financial advisor marketing.Connect with Taylor Schulte:WebsiteExperiments in Advisor Marketing PodcastLinkedInTwitterLearn more about Define Financial:WebsiteLinkedIn"Why Most Retirees Will Never Spend Down Their Portfolio" by Michael KitcesGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

Most working parents seek guidance on balancing the competing demands of work and home from their networks of friends and relatives. Listen to this episode to be inspired by Taylor and Lara as they share their experience on how empowering each other helps them face those hurdles in playing dual roles as working parents.  Key takeaways to listen for Creating fun learning activities for kids Delegating responsibilities and understanding individual roles Exchanging parenting ideas with other parents How empowerment can build a positive relationship Pros and cons of parenting while doing business Benefits of sharing your problems Accepting fear and taking charge of yourself Resources mentioned in this episode The Daily Stoic by Ryan Holiday Always We Begin Again by Leeana Tankersley  About Taylor & Lara Schulte  Lara Schulte is the co-founder of Generation.mom. For over a decade she helped business owners and C-level executives to bring their business objectives and sales goals to fruition. But In 2015, she became a certified professional life & business coach. She initially started working with businesses in leadership and team training, and individuals in career counseling. Taylor Schulte is the founder and CEO of Define Financial Company.  He worked for large wealth management firms for half of his career. He spent time talking about how to make the firm more money than how to make clients more money. In 2014, he launched Define Financial. His company is a team of award-winning CFP® Professionals who specialize in retirement & tax planning for people over age 50. Connect with Taylor & Lara Website: Taylor Schulte, Generation.Mom  Podcasts: Pregnancy and Infant Loss with Lara Schulte, Experiment in Advisor Marketing with Taylor Schulte   Connect with Us To learn more about us, visit our website at www.18summers.com or email us at info@18summers.com. To get a copy of our book “The Family Board Meeting”, click here. Subscribe to 18 Summers Podcast and leave a rating and written review! Social Media Channels Facebook Group: 18 Summers LinkedIn: Jimmy Sheils Instagram: @18summerstribe

Steven's guest for this Tax Q&A Friday is Taylor Schulte of The Stay Wealthy Podcast and Experiments In Advisor Marketing. Today's episode answers another submitted question: When should you NOT recommend doing a Roth conversion? Are you interested in content that provides you with action steps that you can take to provide massive tax value to your clients? Then don't wait to sign up for our powerful online training sessions. Click on the link below to get started on your journey: https://www.go.retirementtaxservices.com/rts-registration-0728-a 

Steven's returning guest this Tax Q&A Friday is Taylor Schulte of The Stay Wealthy Podcast and Experiments in Advisor Marketing. Today's episode answers a submitted question: “I would like to know if Taylor's ever recommended a Roth conversion, but then had a client decide not to do it because their tax preparer didn't recommend it?" Are you interested in content that provides you with action steps that you can take to provide massive tax value to your clients? Then don't wait to sign up for our powerful online training sessions. Click on the link below to get started on your journey: https://www.go.retirementtaxservices.com/rts-registration-0728-a

The 60th NewRetirement podcast. This time, Steve Chen is joined by guest Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — and discusses tax and legacy planning as well as what are and how to use Donor Advised Funds (DAFs).Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison.© 2021 NewRetirement Inc.

Welcome back to the last episode in this Listener Questions series. From time to time I step away from our usual monthly themes and dedicate an entire month to answering your questions. This week I have requested help from friends to answer your burning retirement questions. Press play to learn more about the rule of 55, Social Security, using HSAs before Medicare, and more.  Will I regret not paying off my mortgage? Mark and his wife are planners. Most of their life has gone according to the plans they made; including their timeline for retirement. However, recently their retirement plans changed. Instead of paying off their house in preparation for retirement, they decided to buy a new home by the beach with a mortgage. After careful assessment, they realized that they have enough money to live comfortably on their pensions with this mortgage payment, but Mark wonders if he will eventually regret the decision to keep the mortgage and not pay off the house.  Have you grappled with the decision of whether to pay off your mortgage or not in retirement? Listen in to hear Chad Smith from the Financial Symmetry podcast answer this question. He may provide some insight that you hadn't considered.  Should you use a 3-4% increase in Social Security benefits when planning your retirement? You may have noticed that many financial planning tools default to increasing Social Security benefits 3-4% per year in their projections. While a 3-4% increase is the average cost of living adjustment for the program, it does not increase at the same rate each year. As a matter of fact, There have been many years in recent history when Social Security hasn't risen at all.  Taylor Schulte from the Stay Wealthy podcast prefers to be more conservative in his predictions. He uses a 1% average increase in projected Social Security benefits when helping his clients create their retirement plans. He has found that it is better to be conservative when making assumptions so that his clients are prepared for extreme, unpredictable situations. In retirement, you don't want to be caught off guard.  Meaning and purpose in retirement To have a successful retirement, you must have meaning and purpose in your life. You may agree with this statement, but have you ever defined these terms?  Meaning is an internal concept that is important to you and gives you pleasure. Meaning allows you to use your unique gifts and talents to feel useful. Since meaning is internal, it doesn't matter whether society thinks something is meaningful, meaning can only be defined by you.  Purpose is an external concept that involves looking outside yourself to make a difference in the world. It doesn't matter if that difference is earth-shattering or whether it is as simple as bringing joy to your grandkids.  The key to a successful retirement is to find activities that provide both meaning and purpose. Decide which activities are meaningful to you. Look around to see how you can make a difference in your world so that you can attain a sense of fulfillment. What will you do to find meaning and purpose in your retirement?  OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [1:30] A rule of 55 question [4:10] The ramifications of the decision to not pay off the mortgage [8:38] A Social Security question [11:27] Using health savings accounts vs. health reimbursement accounts before age 65 COACHES CORNER WITH BW [14:04] Defining meaning and purpose in retirement Resources Mentioned In This Episode Andy Panko, Tenon Financial Group Andy Panko's Taxes in Retirement Facebook group Chad Smith from Financial Symmetry Taylor Schulte Stay Wealthy podcast Tanya Nichols, Align Financial Rock Retirement Club Roger's YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Work with Roger Roger's Retirement Learning Center

Steven's guest for this episode is Taylor Schulte of Define Financial. Taylor is a financial advisor who has found tremendous success focusing on tax planning in his digital marketing. You can find the show notes and transcript here.

Are you one of the many that are being held back from early retirement by the exorbitant cost of health insurance? If so, you won't want to miss this episode. This week's retirement headline comes from Carolyn McClanahan at AdvisorPerspectives.com and it outlines the enhanced health insurance subsidies that stem from the American Rescue Plan (ARP).  You'll want to stick around for the listener questions segment if you are a fan of retirement podcasts. I have a treat for you all as I crowdsource the answer to John's question about asset location. Listen in to hear 4 different answers from voices that you may recognize. Outline of This Episode [2:12] Could the American Rescue Plan be the answer to your health care before Medicare question? [5:05] What do you need to do to act? [8:49] An asset location question from John [10:01] Peter Lazaroff's answer [12:02] Roger Whitney's answer [15:45] Taylor Schulte answer [18:44] Chad Smith's answer Could the ARP be the answer to your health care before Medicare question? The number one issue that holds back potential retirees from retiring early is how to find affordable health care before Medicare. If this sounds like you, then the American Rescue Plan may have the solution that you have been waiting for. Carolyn McClanahan's article is geared toward financial advisors, but we'll take a look at it and see if the ARP could help you solve this common problem.  How can the ARP help lower the cost of health insurance? With the ARP, you may now be eligible for enhanced health insurance subsidies. The Affordable Care Act (ACA) subsidies have been limited to those with a modified adjusted gross income (MAGI) of less than 400% of the poverty level. However, the ARP has lifted these levels with a credit that is based on the cost of the second-cheapest silver plan available in any person's given area. Unlike the previous credit under the ACA, it isn't suddenly wiped out when someone's income jumps over the income limit. Instead, it is phased out gradually. What do you need to do to qualify? To qualify, you must purchase your health insurance via www.healthcare.gov. The open enrollment period lasts through August 15, and the tax credits apply only for the months a person is using a plan from the ACA. Therefore, the sooner you apply, the more savings you will receive. Additionally, anyone who has received even one week of unemployment benefits in 2021 and is without access to affordable insurance through a family member will qualify for a silver plan at no premium cost. They also will qualify for cost-sharing subsidies to help lower their deductible. You can utilize the calculators at www.healthcare.gov or the Kaiser Family Foundation to determine your tax credit amount. States that have opted out of the healthcare marketplace may operate differently, so you'll want to work with a local health insurance agent to help you navigate the process.  The ARP also offers COBRA subsidies If you lose employer-based coverage due to job loss or reduction in hours, the ARP provides COBRA premium subsidies from April 1 to September 30, 2021. After that, you can continue coverage at full cost. It is important for you to weigh whether you should accept this benefit or choose an exchange-based plan. Will take advantage of the benefits offered in the ARP to retire early? Resources & People Mentioned Article from AdvisorPerspectives.com www.healthcare.gov Kaiser Family Foundation IRS Coronavirus Tax Relief Retirement Podcast Network BOOK - Making Money Simple by Peter Lazaroff PODCAST - The Retirement Answer Man with Roger Whitney PODCAST - Stay Wealthy with Taylor Schulte PODCAST - Financial Symmetry with Chad Smith Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

Taylor Schulte is the Founder and CEO of Define Financial, a financial planning firm in San Diego, CA. In this episode, he walks us through his career journey from what piqued his interest in finance, to joining a large wirehouse right out of college where he pulled together $15-million in AUM by the time he left.  Listen in as he shares the catalyst for his transition to the independent RIA space, how he developed a niche as an out-of-the-box marketing thinker, and how dealing in that niche has really fuelled his growth to $100-million in assets as of 2021. Taylor also shares his biggest mistakes with his marketing, some of the common pitfalls that financial planners should avoid when structuring their marketing plan, and why you should start with the end in mind when developing your strategy. You can find show notes and more information by clicking here: https://bit.ly/3aWgi8g

Taylor Schulte is one of the top marketing authorities in financial services. He came on the show to walk financial advisors through his process for building an effective marketing funnel. Learn more about the Kitces Digital Marketing Summit on May 13th, 2021: https://www.kitces.com/digital-marketing-summit-2021

Being a young advisor in an industry dominated by older generations can be tough, but it also brings many new opportunities to the field.  In this episode, Matt Ackermann sits down with Taylor Schulte of Define Financial and Michael Mohr of the Mohr Financial Group. The trio dives into conversation on the impact that the … Continue reading Episode 9 – The Young Advisor – with Taylor Schulte and Michael Mohr →

My guest today, Taylor Schulte, has achieved what virtually every advisor seeks but few attain. He has designed and implemented a successful digital marketing strategy that provides an ongoing source of qualified leads for his fast-growing advisory practice. He is here to share his knowledge of digital marketing tactics with our listeners.

Podcast: Top Advisor Marketing Podcast (LS 36 · TOP 2.5% what is this?)Episode: Episode 285 – How To Turn a Podcast Into Your Main Source of New Business –– With Taylor SchultePub date: 2021-02-16Ten clients hired Taylor Schulte's financial firm directly from his podcast last year, generating about $100,000 in recurring annual revenue.  Taylor's podcast has become his primary source of new business. But, his podcast wasn't an overnight success. Taylor even says, “I've poured my blood, sweat, and tears into this thing.” So then, what does it take to evolve a podcast into a content marketing machine that turns listeners into ideal clients? In this episode, Matt and Kirk talk to Taylor Schulte CFP®, co-founder of The AGC™ and host of The Stay Wealthy Podcast. Taylor has been running his own podcast for over three years now and has found tremendous success, rising from 200 to 20,000 downloads per month! He's here to share the secrets behind his growth, mistakes that kept him from growing his listenership early on, and why giving away all of his knowledge for free is the key to converting listeners into clients.  You will learn: What pivot skyrocketed Taylor's podcast from 200 downloads per month to 20,000 How Taylor expanded his listenership by changing his podcast name What episode format Taylor's audience is loving right now  The case for sharing everything you know (not just enough to pique your prospect's interest) What Taylor did before going in for the “ask” with his podcast audience (he got a 56.3% close rate last year!) And more! Tune in now to learn how to successfully embark on your own podcast journey to grow your business! Resources:  ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Taylor Schulte on LinkedIn | Taylor Schulte's Website | The Stay Wealthy Podcast | The AGC™ | FinCon | Evan Carmichael | Libsyn | The Stacking Benjamins Show | SmartLessThe podcast and artwork embedded on this page are from Matt Halloran, CRO at ProudMouth, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Top Advisor Marketing Podcast (LS 33 · TOP 5% what is this?)Episode: Episode 285 – How To Turn a Podcast Into Your Main Source of New Business –– With Taylor SchultePub date: 2021-02-16Ten clients hired Taylor Schulte's financial firm directly from his podcast last year, generating about $100,000 in recurring annual revenue.  Taylor's podcast has become his primary source of new business. But, his podcast wasn't an overnight success. Taylor even says, “I've poured my blood, sweat, and tears into this thing.” So then, what does it take to evolve a podcast into a content marketing machine that turns listeners into ideal clients? In this episode, Matt and Kirk talk to Taylor Schulte CFP®, co-founder of The AGC™ and host of The Stay Wealthy Podcast. Taylor has been running his own podcast for over three years now and has found tremendous success, rising from 200 to 20,000 downloads per month! He's here to share the secrets behind his growth, mistakes that kept him from growing his listenership early on, and why giving away all of his knowledge for free is the key to converting listeners into clients.  You will learn: What pivot skyrocketed Taylor's podcast from 200 downloads per month to 20,000 How Taylor expanded his listenership by changing his podcast name What episode format Taylor's audience is loving right now  The case for sharing everything you know (not just enough to pique your prospect's interest) What Taylor did before going in for the “ask” with his podcast audience (he got a 56.3% close rate last year!) And more! Tune in now to learn how to successfully embark on your own podcast journey to grow your business! Resources:  ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Taylor Schulte on LinkedIn | Taylor Schulte's Website | The Stay Wealthy Podcast | The AGC™ | FinCon | Evan Carmichael | Libsyn | The Stacking Benjamins Show | SmartLessThe podcast and artwork embedded on this page are from Matt Halloran, CRO at ProudMouth, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Ten clients hired Taylor Schulte's financial firm directly from his podcast last year, generating about $100,000 in recurring annual revenue.  Taylor's podcast has become his primary source of new business. But, his podcast wasn't an overnight success. Taylor even says, “I've poured my blood, sweat, and tears into this thing.” So then, what does it take to evolve a podcast into a content marketing machine that turns listeners into ideal clients? In this episode, Matt and Kirk talk to Taylor Schulte CFP®, co-founder of The AGC™ and host of The Stay Wealthy Podcast. Taylor has been running his own podcast for over three years now and has found tremendous success, rising from 200 to 20,000 downloads per month! He's here to share the secrets behind his growth, mistakes that kept him from growing his listenership early on, and why giving away all of his knowledge for free is the key to converting listeners into clients.  You will learn: What pivot skyrocketed Taylor's podcast from 200 downloads per month to 20,000 How Taylor expanded his listenership by changing his podcast name What episode format Taylor's audience is loving right now  The case for sharing everything you know (not just enough to pique your prospect's interest) What Taylor did before going in for the “ask” with his podcast audience (he got a 56.3% close rate last year!) And more! Tune in now to learn how to successfully embark on your own podcast journey to grow your business! Resources:  ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Taylor Schulte on LinkedIn | Taylor Schulte's Website | The Stay Wealthy Podcast | The AGC™ | FinCon | Evan Carmichael | Libsyn | The Stacking Benjamins Show | SmartLess  

Ten clients hired Taylor Schulte’s financial firm directly from his podcast last year, generating about $100,000 in recurring annual revenue.  Taylor’s podcast has become his primary source of new business. But, his podcast wasn’t an overnight success. Taylor even says, “I've poured my blood, sweat, and tears into this thing.” So then, what does it take to evolve a podcast into a content marketing machine that turns listeners into ideal clients? In this episode, Matt and Kirk talk to Taylor Schulte CFP®, co-founder of The AGC™ and host of The Stay Wealthy Podcast. Taylor has been running his own podcast for over three years now and has found tremendous success, rising from 200 to 20,000 downloads per month! He’s here to share the secrets behind his growth, mistakes that kept him from growing his listenership early on, and why giving away all of his knowledge for free is the key to converting listeners into clients.  You will learn: What pivot skyrocketed Taylor’s podcast from 200 downloads per month to 20,000 How Taylor expanded his listenership by changing his podcast name What episode format Taylor’s audience is loving right now  The case for sharing everything you know (not just enough to pique your prospect’s interest) What Taylor did before going in for the “ask” with his podcast audience (he got a 56.3% close rate last year!) And more! Tune in now to learn how to successfully embark on your own podcast journey to grow your business! Resources:  ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Taylor Schulte on LinkedIn | Taylor Schulte’s Website | The Stay Wealthy Podcast | The AGC™ | FinCon | Evan Carmichael | Libsyn | The Stacking Benjamins Show | SmartLess  

Here’s an unfortunate truth about being a financial advisor: Unless you build a marketing machine that attracts leads on autopilot, you’ll always have to cold-call strangers, attend networking events or write postcards to strangers.  For many advisors, good SEO is the key to escaping this trap. When you rank high on Google, people see you before any of your competitors.  This week’s guest Taylor Schulte has built a successful business in record time, managing almost $100MM. In this episode, he shares how effective SEO strategies catapulted him to where he is today - and how you can use the same strategies to become well-known, popular and wealthy.  Want to get clients without chasing them? Listen now! Show highlights include:  Why SEO can get you a ton of leads without putting in a lot of work. (10:55) Why putting too many buttons on your website makes people click off your website (even if you’ve got the world’s best SEO). (11:35) How to make sure only qualified prospects in your target market contact you through your website. (18:21) How to tell Google what keywords to rank your website for. (21:34) The step-by-step method to dominate a niche online (even if no one in your market knows you). (30:09) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors“ when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html Links mentioned on the show: https://www.theadvisorcoach.com/seo-for-financial-advisors.html

Taylor Schulte is the CEO and Founder of Define Financial, headquartered in San Diego, CA. He was ranked #2 independent advisor by Investopedia and has been featured in the Wall Street Journal, Investment News, Forbes, and more. He also has two podcasts, Stay Wealthy and Experiments in Advisor Marketing. He is also the co-founder of the AGC (Advisor Growth Community). Website: https://www.taylorschulte.com/ Podcasts: https://www.taylorschulte.com/my-podcasts/ LinkedIn: https://www.linkedin.com/in/taylorschulte/ WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg

To say that 2020 was volatile would hardly capture the financial and emotional roller coaster that we just experienced. Business was forced to become totally digital virtually overnight. What's next for marketing as we come out of the pandemic and reemerge into physical gatherings again?Snappy Kraken CEO Robert Sofia published 36 marketing expert predictions at wealthmanagement.com. I was happy to be included among 35 smart marketers including but not limited to: Patrick Brewer, Stephanie Bogan, Michael Kitces, Kirk Lowe, April Rudin, Samantha Russell, Johnny Sandquist, Taylor Schulte, Kelly Waltrich, and many more. Check out the 1/6/2021 article "2021 Advisor Marketing Predictions: 36 Must-Read Insights From the Experts" at wealthmanagement.com. See acast.com/privacy for privacy and opt-out information.

Podcast: Financial Advisor Success (LS 54 · TOP 0.5% what is this?)Episode: Ep 189: Experimenting With Advisor Marketing To Find The (Digital) Formula That Works For You with Taylor SchultePub date: 2020-08-11Taylor Schulte is the founder of Define Financial, an independent fee-only RIA that oversees $76 million of assets under management for 60 families that are in, or approaching, retirement. Taylor has grown his practice through proactive marketing initiatives and niching down to a very specific target clientele—even though it meant firing his mother and grandfather as clients. Listen in as he shares some of the hits and misses he experienced along the way to growing his practice to what it is today. You will learn what he did to break through a revenue ceiling, how he turned podcast listeners into clients, and how investments in his website have paid off to the tune of 75% of new clients arriving through organic web traffic. For show notes and more visit: https://www.kitces.com/189The podcast and artwork embedded on this page are from Michael Kitces, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Financial Advisor Success (LS 56 · TOP 0.5% what is this?)Episode: Ep 189: Experimenting With Advisor Marketing To Find The (Digital) Formula That Works For You with Taylor SchultePub date: 2020-08-11Taylor Schulte is the founder of Define Financial, an independent fee-only RIA that oversees $76 million of assets under management for 60 families that are in, or approaching, retirement. Taylor has grown his practice through proactive marketing initiatives and niching down to a very specific target clientele—even though it meant firing his mother and grandfather as clients. Listen in as he shares some of the hits and misses he experienced along the way to growing his practice to what it is today. You will learn what he did to break through a revenue ceiling, how he turned podcast listeners into clients, and how investments in his website have paid off to the tune of 75% of new clients arriving through organic web traffic. For show notes and more visit: https://www.kitces.com/189The podcast and artwork embedded on this page are from Michael Kitces, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Matthew and Micah are off duty today, and Taylor Schulte is taking over the podcast! After starting his career as a financial advisor at just 22 years old, Taylor now owns his own practice, and he's here to share how he turned his business around through creating processes, hiring a team, and implementing surge meetings. You can find show notes and more information by clicking here: https://bit.ly/32TMmWI

Join us this week with financial advisor Taylor Schulte and Generation.mom podcast host Lara Schulte to discuss overcoming financial and pregnancy hardship adversity as a family as well as how they manage growing businesses and online communities as a family.

Taylor Schulte is the founder of Define Financial, an independent fee-only RIA that oversees $76 million of assets under management for 60 families that are in, or approaching, retirement. Taylor has grown his practice through proactive marketing initiatives and niching down to a very specific target clientele—even though it meant firing his mother and grandfather as clients. Listen in as he shares some of the hits and misses he experienced along the way to growing his practice to what it is today. You will learn what he did to break through a revenue ceiling, how he turned podcast listeners into clients, and how investments in his website have paid off to the tune of 75% of new clients arriving through organic web traffic. For show notes and more visit: https://www.kitces.com/189

In this episode of the Planet MicroCap Podcast, I spoke with Taylor Schulte, CFP, Founder and CEO of Define Financial. I found Taylor via his podcasts: Stay Wealthy and Experiments in Advisor Marketing, and I thought it would be interesting to understand CFA and CFP marketing better. As it shows on Define Financial's website, it is very clear, "Retirement Planning For Individuals Over Age 50" - bam, right there, in your face, this is what we do. I've been interviewing more CFA's and CFP's recently, and between my recent interviews with Anna N'Jie-Konte, and now Taylor, it seems that CFA's and CFP's need to carve out their niche - can't be all things to all people. I really enjoyed my time learning about Taylor's firm, and his insights on marketing.   We are ONE WEEK away from our upcoming virtual event, the SNN Network Virtual Investor Conference - August 3-6, 2020. Keynotes, Speakers, Panels, Presenting Companies are now LIVE on the website. I'm really proud of our line-up as we at SNN are making a concerted effort to use our platform to help address important issues in our industry and showcase a diversity of brilliant voices. In order to participate in our event, please register here: https://conference.snn.network/signup   Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.   Subscribe here: http://bit.ly/1Q5Yfym   Click here to rate and review the Planet MicroCap Podcast   The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.   You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft   For more information about Define Financial, please visit: https://www.definefinancial.com/   You can Follow Taylor Schulte, CFP on Twitter @DefineFinancial

In this episode of Trends with Benefits Ed Lopez catches up with Taylor Schulte, Founder & CEO of Define Financial. They discuss financial planning ideas for retirement and modern marketing ideas for business owners.

Join Taylor & I as we sit down and chat about her journey with pregnancy and birth with her first baby girl, Isabel. Taylor & I were in the same FNTP program and became really close. In the midst of our program, Taylor found out she was pregnant! Caught by surprise, Taylor still ensured she did her own research to make sure she was doing what felt right with HER pregnancy. She sought out help and searched up and down for resources. She created a phenomenal birth team and plan so she could have a safe and healthy pregnancy & birth. Taylor and I chatted about her home birth, who she had on her team, breastfeeding, vaccinations, a mapped out food plan for Isabel and SO much more. This episode is not to be taken as medical advice but as some insight from a couple of FNTP's and a mama's experience. At the end of the day, we want every mama to be informed when they make family decisions and so it feels right - not just because someone is telling you to do something. Where to Find Taylor: https://www.instagram.com/taylor_schulte/

Today I'm on the other end of the microphone! I was recently on the Get Wealth Fit podcast. Dustin (the host) led a great conversation and I wanted to share the replay with you.  We talk about: Why you might not need a financial advisor Conflicts of interest in the financial industry How you're making a tax planning decision daily My biggest financial mistake And more! If you're tired of me asking all the questions and want to hear me in the hot seat for once, you're going to love this episode.

In this episode, we sit down with Taylor Schulte, Founder and CEO of Define Financial. Taylor, deemed a 40 under 40 RIA by InvestmentNews, is a part of the industry's latest generation of enterprising young talent and leading with a marketing-first approach. With two of the hottest podcast in the finance world, Taylor uses marketing and media to carve his niche in a way not many other advisors are doing right now. We dive into how Taylor started Define Financial, some of the harder decisions he had to make, and how marketing helps him create a value ecosystem within his community. This is our conversation with Taylor Schulte.  

Financial advisors need to shift to a mindset of abundance and away from scarcity--financial advisors are no longer competitors of each other, they are peers. And through collaborating with your peers you can grow your practice and reach new levels you would not have reached alone. Taylor Schulte and I present to a group of advisors at Inside ETFs about the power of collaboration.

Watch on YouTubeTimestamps:02:00 – It all starts with the community.18:30 – Incorporating technology and embracing a digital future.23:00 – Why giving is essential for business growth.41:27 – Best marketing practices for building your brand and sharing your story.Learn more about us ► https://altruist.com/

If you’re not learning faster than the world is changing, then you are going to fall behind very quickly. And businesses that fall too far behind usually don’t get a second chance to catch up. A big challenge for financial advisors is, how do you stay on top of everything that’s required to run a successful advisory business? As Josh Brown put it at the recent Wealth/Stack Conference, “A good advisor is both coach and quarterback, on-demand psychologist and personal friend, historian and futurist.” That’s an awful lot of ground for us to cover in our personal and professional learning. Plus, we have to track technological advances that are impacting our industry, while also adapting to best practices that help our businesses stay ahead of the competition. If you haven’t made a commitment to learning one of your top responsibilities as a CEO advisor, today’s episode will help you get with the program. My guest today is financial planner, author, podcast host, and speaker Taylor Schulte. Taylor is the founder of Define Financial, a financial planning firm headquartered in San Diego, CA. He’s also the co-founder of Advisor Growth Community, a place for financial advisors to connect with and learn from each other, and the host of two excellent podcasts, Stay Wealthy and Experiments in Advisor Marketing. Taylor and I talked about why all financial advisors need to be lifelong learners, our sources for learning, and we share a few marketing ideas too.

Recently, I dissected a few businesses on my podcast. Today, we’re checking back in on Museum Hack (ep 101), Taylor Schulte (ep 102), and ONE80 (ep 106) to see what they’ve done, and how their business has changed, since we first talked.   Full show notes at https://okdork.com/podcast/108

This episode is perfect for financial planners who are working on improving their marketing strategy for their practice. Whether you love marketing, or you think it’s totally intimidating, Taylor Schulte, CFP®, has some fantastic tips for you!

This episode is perfect for financial planners who are working on improving their marketing strategy for their practice. Whether you love marketing, or you think it’s totally intimidating, Taylor Schulte, CFP®, has some fantastic tips for you!

In this episode of the Young Money Podcast, Taylor Schulte joins me to discuss how you can find success with your retirement planning. In our conversation, he drives home practical, but often overlooked tips to designing your wealth. You don't want to miss it. You are #YoungMoney!

Taylor Schulte has a full-time job... but he really wants to do something else. Recently, he started working on a passion project he LOVES — but it makes no money. Today, I talk to Taylor about how to grow his passion project into a full-time business. If you're looking to start a side hustle, or turn your side hustle into your MAIN hustle, check out this episode.   Full show notes at https://okdork.com/podcast/102

In Ep. 71, Tim interviews fellow podcast host, CFP, and CEO of Define Financial - Taylor Schulte.  They discuss why Taylor started his own firm, the importance of the fiduciary standard, and questions to ask when hiring a new advisor.  They also discuss Taylor's two podcasts and talk about some marketing tools that can help small businesses in any industry.  They finish up by talking about being authentic with your content, and a few personal finance topics.

On this show, we talked about the importance of focusing on and working to control the aspects of our financial lives that are within our control, reducing taxes and investing smarter with Taylor Schulte CFP, Founder and CEO of Define Financial and host of the Stay Wealthy Podcast.  Listen to learn what you need to do to one day make working optional! For the Difference Making Tip, scan ahead to 17:29! You can learn more about Taylor at YouStayWealthy.com, Twitter,  Facebook, Instagram and LinkedIn. Interested in starting your own podcast?  Click HERE Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.  Check out Money Alignment Academy as well!

This week on the The Get Automated Podcast we take a look at duckets, cheese, dinero. That's right this week we look at automating your money. In episode 46 Kelsey sits down with Taylor Schulte Founder and Owner of Define Financial. Learn why your should network in ways that you will enjoy. Learn how to stop putting free "crap" out there for people to consume. Why quality content will help you will the SEO long game. Define your website goals so you won't scare off prospects. All this plus get some great financial tips and much more. Grab this weeks episode now.

Los Angeles Make Up Artist and 2017 IMATS (International Make-Up Artists Trade Show) competition winner Taylor Schulte brightens up the studio in our 70th episode. She tells us all about working for a company that builds the prosthetics for such blockbusters as Jurassic World, Aquaman, & Captain Marvel. What's her stance on the Oscars attempt to not air certain categories during the live broadcast? She'll tell us and so much more. Click here Taylor Schulte to see some of her work! Have questions for our guests or co-hosts? Email us at ella.dashradio@gmail.com Follow us on IG: el L.A. Hosts: Jake & Lenny

In the world of finance, there are a lot of suits. But our guest, Taylor Schulte, isn’t one of them. Taylor spent the first part of his career as a traditional investment advisor. One day he realized that he could do better for his clients and did a Jerry Maguire. Right around the same time, he and his wife bought a new home . . . but it was falling apart.  His leap into entrepreneurship and bad luck on the house front, turned into a perfect storm that threatened everything he and his wife had built. Taylor survived it all, but you have to listen to his story to hear how it all worked out.  Make no mistake, this guy lives the Opt Out Life. More at optoutlife.com/podcast/taylor-schulte Learn more and follow the hosts at optoutlife.com

One of our favorite interviews. Producer/Director Michael Kallio ("Hatred of a Minute" & "Mutant Swinger from Mars") and Special Effects Make-up Artist Taylor Schulte (Westworld, Aquaman, Insidious: The Last Key, Captain Marvel) discuss their love of practical effects, the process of transferring film to digital and the only thing missing from the Academy Award winning movie "The Shape of Water." Have questions or comments for el L.A. w/ Jake & Lenny? Email us: ella.dashradio@gmail.com Hosts: Jake & Lenny

Jump into a conversation between Shannah Game and Taylor Schulte as they chat about the top five investing taboos that always raise questions, doubt, and insecurities. Shannah interviews Taylor to get his best advice on hot topics such as cryptocurrency investing and market corrections. He shares some simple advice and actionable tips that will help you ease into the investing world and navigate these tricky areas with more ease. Find show notes and more information: www.youstaywealthy.com/22   DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in the rendering legal, financial, or other professional services.  

Taylor Schulte has a refreshing take on financial planning, living life as a business owner, and being a young financial planner in today’s world. This episode is a must-listen for any financial planner looking for advice on starting their own RIA,

Taylor Schulte has a refreshing take on financial planning, living life as a business owner, and being a young financial planner in today’s world. This episode is a must-listen for any financial planner looking for advice on starting their own RIA, or are wondering whether the risk of business ownership is worth it.

In case you missed it, market volatility is back.  On January 26th, we saw the stock market go from hitting a record high to being down 10% (a.k.a the definition of a market correction) in nine days. Here's the thing: stock market corrections are normal. They happen about once every year. What's not normal is how quickly this one happened. Find show notes and more information at www.staywealthysandiego.com/19 DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in the rendering legal, financial, or other professional services.

There are a lot of taboos when it comes to investing. I must be rich to start investing, or I’ll lose all my money if I start investing, or I don’t have a clue where to start investing…so I’ll be fine if I never do. Those may seem silly, but we all have our own taboos when it comes to investing – the good and not-so-good ones. So, let’s dig in and see if we can’t demystify some of those common taboos and help you find your own sweet spot when it comes to investing. On This Podcast Episode:Taylor R. Schulte, Founder of Define Financial, podcast host of Stay Wealthy San Diego and a fellow CERTIFIED FINANCIAL PLANNER™ is joining me in this episode to talk about– no, completely and utterly demystify- the five most common investing taboos:Taboo 1 - I can’t invest in the stock market if I have other debt (student loan, credit card, etc.)Taboo 2 - I must invest too much of my salary each month to make a difference - so why investTaboo 3 - The market is at all-time highs. I'm going to wait to invest until there is a market correction and I can buy at a lower price because I don’t want to lose my moneyTaboo 4 - I must be an investing expert to put together a solid portfolio that works for my risk tolerance (strike up a discussion about what someone should be looking at when they are evaluating mutual funds or stocks for their portfolio)Taboo 5- I can just invest in cryptocurrency and don’t have to invest in anything elseShout Out to Our Episode Sponsor:It’s your turn to start investing. Robinhood is giving listeners of Millennial Money a FREE stock like Apple, Ford, or Sprint to help you build your portfolio. Sign up at mymoney.robinhood.com.Thanks for Tuning In:Thanks for tuning in to listen to this episode of Millennial Money. Every listen means so much to us. If you’ve enjoyed this episode, please share it on social media using the hashtag #millennialmoneypodcast.Also, please leave an honest review for Millennial Money on iTunes! Ratings and reviews are extremely helpful and much appreciated! You’re awesome!Millennial Money is more than just a podcast, we’re all about family here. Join us each weekend for our Sunday Brunch Email Club, where we’ll share bonus episodes, money tips, life hacks, exclusive music drops, travel deals, breakfast treats and a whole lotta’ fun!Want More:Shannah on TwitterShannah on Instagram

Register for our March 6th Market Volatility Webinar. Market volatility is on the minds of many investors in 2018. After years of seemingly endless portfolio gains, retirement savers received a punch in the nose from volatility and left many wondering where we go from here. Taylor Schulte is a Certified Financial Planner and President of Define […]

The process of transitioning from working within a firm to transitioning into a more independent hybrid RIA model and finally to owning his own RIA has given Taylor Schulte some great insight and experience. He joins us on the show to talk about these transitions, the ups and downs and how he ended up where he is today. From the details of working under an umbrella RIA to the details of owning his own RIA, Taylor has a lot of insight to share. You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/134

As some know, the last four years have been a roller coaster for my family. We poured our life savings into our first home and things didn’t quite go as planned. The good news? It was just money. And it was just a house. It could have been much worse and we reminded ourselves of that every day. That chapter of our life is now behind us and I had the opportunity to laugh and vent about it on one of the top business/finance podcasts on iTunes this week, Stacking Benjamins with Joe Saul-Sehy.  Find show notes and more information at www.youstaywealthy.com/14  DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in the rendering legal, financial, or other professional services.

Taylor Schulte, CFP and his spouse saved over six figures for their dream home, only to find that all of their hard work nearly meant nothing. What went wrong with their real estate transaction? What could you learn from their situation? Taylor shares not only the painful details of his transaction but also important lessons on today's show. Of course, this is a Stacking Benjamins podcast episode, so that ain't all. In our headlines segment, we'll talk about a BIG mistake made by a popular celebrity. Lessons from John Cena being reportedly sued by Ford? We'll share how it affects your money. Plus, we'll also detail how much money parents spend on adult children. Is it enough? We podcast from our mom's basement, so we'll let you decide.... We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Anon, who wonders how to get out of a sticky situation involving a 401k loan, score with some of Doug's delightful trivia, and more. Huge thanks to Roofstock (check out their massive real estate database AND their SPECIAL DEAL through 12/31) and MagnifyMoney.com (when you're comparing financial tools like credit cards and savings accounts) for helping us with today's show. They're awesome companies and if you're not using them, I'm not sure you know what you're missing!

Fitness is having the ability to do what you want to do when you want to do it. In terms of exercise this means having the strength and aerobic capacity to participate in your favorite activities. Fitness doesn't just end in the gym, it is possible to improve fitness in other areas of your life none more so than in the area of finances. Financial fitness should not focus on having money for the sake of having money, rather it should give you the freedom and ability to easily afford your favorite activities. Taylor Schulte, CERTIFIED FINANCIAL PLANNER, owner of Define Financial and host of the Stay Wealthy San Diego podcast On this episode of All About Fitness, instead of talking about exercise science, I shift gears and have a conversation with CERTIFIED FINANCIAL PLANNER Taylor Schulte, the owner of Define Financial in San Diego.  Your particular fitness goals will determine the best course of action to take for your workouts; the same is true for your financial fitness, your goals will determine the steps to take in order to achieve them. On this episode, Taylor discusses how to set financial goals and recommends steps you can take to reach them. In addition, Taylor provides insight on how to look for a financial advisor who can help you to optimize your financial fitness.  Taylor's financial services firm: https://www.definefinancial.com Taylor's podcast: Stay Wealthy San Diego  Taylor's Twitter: @definefinancial    Please visit the sponsor of All About Fitness: Terra Core by Vicore Fitness - Better Products for Better Results Use code AAF to save 20% on a Terra Core of your own! www.petemccallfitness.com pete@petemccallfitness.com Twitter: @PeteMc_fitness Instagram: @PeteMcCall_fitness