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.
When he’s not perfecting financial plans, you can find him traveling with his family, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
What are fee-only advisors and are they for you or not? Dustin Mathews and guest Taylor Schulte talk about staying wealthy, conflicts of interest, and having an efficient financial planner. You'll also understand what the single biggest purchase of your life is and how you are making tax decisions every single day!