Independently minded publishing

Taylor Schulte

Taylor Schulte, CFP® is the founder of Define Financial, a fee-only financial planning firm dedicated to helping people over age 50 lower taxes, invest smarter, and retire with confidence. He’s also the co-founder of Advisors Growing as a Community (The AGC) and host of the Stay Wealthy Retirement Show, a Forbes top 10 podcast. Schulte was named as the #3 top independent financial advisor by Investopedia in 2021. His contributions are regularly featured in Kiplinger, Business Insider, and CNN.

Books by Taylor Schulte