Taylor Schulte: Stay Wealthy, Conflicts of Interest & Fee Only Advisors
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English - May 08, 2020 08:00 - 1 hour - 58.7 MB - ★★★★★ - 264 ratingsInvesting Business Careers business entrepreneur entrepreneurship marketing health interview leadership finance income entrepreneurs Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
"It's okay to ask for things in life. Even if they tell you no, but if you never asked, you cut off possibility." -Dustin Mathews What are fee-only advisors and are they for you or not? On today’s show, Dustin Mathews and guest Taylor Schulte cover quite the gamut. Taylor is the Founder of Define […]
“It’s okay to ask for things in life. Even if they tell you no, but if you never asked, you cut off possibility.” -Dustin Mathews
What are fee-only advisors and are they for you or not? On today’s show, Dustin Mathews and guest Taylor Schulte cover quite the gamut. Taylor 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 and has been recognized as a Top 40 Advisor Under 40 by Investment News and a Young Advisor to Watch by Financial Advisor Magazine. Dustin and Taylor talk about staying wealthy, conflicts of interest, and having an efficient financial planner. They get into the single biggest purchase of your life and what you should be doing around this, as well as how we are making tax decisions every single day. If that sounds interesting to you, you’re going to love this episode.
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