Retirement Planning in Your 50s

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.

60 min

of Expert Training

30,000+

Students Enrolled

900+

Positive Reviews
Meet Your Trainer

Taylor Schulte

Founder of Define Financial

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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About WealthFit

We're an online learning company offering hundreds of classes on personal finance, investing, & entrepreneurship.

Our mission is to make financial education simple, fun, & accessible to everyone.

We've been featured in:

Reviews

Trusted by 30,000+ Members

Very Knowledgeable Trainers

This is knowledge you simply can't find collectively anywhere else. The trainers are very knowledgeable industry experts.

Kyle Pope
Kyle PopeWealthFit Member • Racine, Wisconsin

Answered All My Questions

The class answered ALL of my questions. I learned A LOT about how to make money work for me, rather than vice versa.

Tinderly Johnson
Tinderly JohnsonWealthFit Member • Huntsville, Alabama

Engaging & Straightforward

WealthFit has a plethora of information on wealth generation and they make it engaging and straightforward.

Trina McKee
Trina McKeeWealthFit Member • Parkland, Florida

Better Than University

I learned more from one class than all the years I spent studying finance at university.

Patrica Scott
Patrica ScottWealthFit Member • Downingtown, Pennsylvania

One Class Changed My Life!

Great financial education, I learned so much. One class changed my life!

Gloria Boothe
Gloria BootheWealthFit Member • West Jordan, Utah

Take Every Class You Can

In depth information, given in a way that isn't overkill or boring. Take every class you can!

Janet English
Janet EnglishWealthFit Member • Pittsboro, North Carolina
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Retirement Planning in Your 50s

How To Reduce Taxes, Optimize Your Income, and Get Help You Can Trust
Taylor Schulte
Taylor SchulteFounder of Define Financial

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DISCLOSURE Any income or earnings depicted are not to be interpreted as common, typical, or expected. We make no guarantees as to your income or earnings of any kind. Your success is not guaranteed and will based on your effort, determination, education, and market conditions.