Taylor Schulte
Founder of Define Financial, a fee-only financial planning firm, and host of the Stay Wealthy Retirement podcast. Recognized for his expertise in retirement and tax planning.
Best podcasts with Taylor Schulte
Ranked by the Snipd community
14 snips
Jul 14, 2025 • 38min
Smart Planning Sessions: Go “Work Optional” and Move Retirement Funds Penalty-Free (Plus: Your Midyear Money Check-In)
In this episode, financial expert Taylor Schulte, CFP and CEO of Define Financial, shares insights on achieving a 'work optional' retirement. He explains how to transfer Roth IRA funds penalty-free using the 60-day rollover rule while minimizing market risks. The conversation also covers essential budgeting strategies for present enjoyment versus future savings and evaluates various custodians for managing investments. Schulte emphasizes the importance of disability insurance and tailored financial plans, helping listeners navigate their financial journeys effectively.
14 snips
Sep 21, 2021 • 1h
#73: Taylor Schulte – Creating a winning content marketing strategy for a professional services business
In this discussion, Taylor Schulte, founder of Define Financial and host of the Stay Wealthy Retirement podcast, reveals his journey from corporate finance to entrepreneurship. He shares insights on his successful content marketing strategies, including the impactful role of podcasting in acquiring clients. Taylor emphasizes the importance of a client-focused advisory model and the advantages of transparency. He also talks about building credibility through media recognition and optimizing online presence for better client engagement.
