⏱ A 60-Minute Online Class
How To Reduce Taxes, Optimize Your Income, and Get Help You Can Trust
ABOUT THIS CLASS
How To Reduce Taxes, Optimize Your Income, and Get Help You Can Trust
I’ve got a special guest for you. He is the Founder of Define Financial, a fee-only financial planning firm in San Diego. He’s also the host of the Stay Wealthy podcast.
He’s been recognized as a Top 40 Advisor Under 40 by Investment News and a Young Advisor to Watch by Financial Advisor Magazine.
He is also a regular contributor for Kiplinger and his advice is regularly featured in a number of publications including the Wall Street Journal, USA Today, Forbes, Bloomberg, and the San Diego Business Journal.
My special guest is Taylor Schulte.
We talk about staying wealthy, conflicts of interest, you most certainly are going to want to know what that’s about.
We also cover fee-only advisors. Is it for you? Is it not for you?
We get into the single biggest purchase of your life, what you should be doing around this, and how you are making a tax decision every single day of your life. You might not know it.
If that sounds interesting to you, you’re going to love this conversation.
With that said, let’s get to it.
Taylor Schulte, CFP® is the founder of Define Financial, a fee-only financial planning firm in San Diego, and host of the Stay Wealthy Podcast. Schulte has been recognized as a “Top 40 Advisor Under 40” by Investment News and a “Young Advisor to Watch” by Financial Advisor Magazine. He is a regular contributor for Kiplinger.com and his advice is regularly featured in a number of publications, including The Wall Street Journal, USA Today, Forbes, Bloomberg, and the San Diego Business Journal.
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Retirement Planning in Your 50s
How To Reduce Taxes, Optimize Your Income, and Get Help You Can Trust
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FAQs
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