Investopedia Top Financial Advisors: Taylor Schulte Ranked #2 in U.S.

There are 100,000+ independent financial advisors in the U.S. The Investopedia 100 spotlights the top financial advisors in the country, and Taylor Schulte was awarded the #2 spot.
Investopedia Top Financial Advisors: Taylor Schulte Ranked #2 in U.S.

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NEW YORK, October 27, 2020 — Taylor Schulte, CFP® was named the #2 top financial advisor in 2020 by Investopedia.

Each year, Investopedia creates its list of top advisors who have been influential in bringing financial education to diverse audiences.

For 2020, that also meant addressing the COVID-19 pandemic.

Volatile markets and record job losses created a troubled economy and increased anxiety for many Americans.

top financial advisors

Investopedia 100: Top Financial Advisors of 2020

Investopedia – Top Financial Advisors

Through the Define Financial blog and the Stay Wealthy podcast, Schulte is addressing common concerns about the pandemic’s effects on financial markets, retirement goals, and personal finances.

He reaches tens of thousands of retirement savers across the world with his simple, straightforward approach.

Cathy Curtis, CFP®, President of Curtis Financial Planning, says:

“Taylor had successfully created more than one platform to educate his clients and the public about personal finance, so when the trials of 2020 hit, he was ready to step in and be a calming, reassuring voice of reason that I’m sure helped many navigate through the pandemic.”

Creating more accessibility for financial literacy has been a goal of Schulte’s since his early days as a financial advisor.

“I started writing, podcasting, and working with financial literacy programs in an attempt to reach and help more people,” says Schulte.

“There are only so many hours in a day which limits the number of people I can work with one-to-one. Through these other channels, I’m able to get good financial information in more retirement savers’ hands.”

The #2 spot on Investopedia’s list is the third time Schulte has been named to its top financial advisors list. He was also recognized in 2018 and 2019.

“To be chosen three times from a field of 100,000 independent financial advisors for Investopedia’s Top 100 is beyond humbling. More than anything, this recognition gives me the energy and motivation to keep going and continue my financial education efforts. It’s a good reminder that people are in need of clear, honest, and objective financial information.”

In particular, Schulte’s retirement podcast helps thousands of people across the country make smart decisions with their money every week.

In fact, the popular show consistently ranks among the Apple Top 100 investing podcasts and was named as a Top 10 Personal Finance Podcasts by Forbes.

retirement podcast

Stay Wealthy Retirement Podcast (Apple Top 100)

“Taylor’s top-notch podcast provides financial education to consumers who otherwise wouldn’t have access to it and those looking to expand their financial literacy. The valuable content he delivers has been influential for me and I bet the same can be said for his listeners.”


~ Travis Gatzemeier, Founder, Kinetix Financial Planning

Schulte has also received several awards from San Diego Magazine and was named an InvestmentNews 40 Under 40 recipient in 2016.

About Investopedia and The Top 100 Advisor List

Investopedia is one of the largest and most renowned financial education companies on the internet. Investopedia provides millions of people with the information they need to successfully learn about personal finance and manage their money.

“The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning, and wealth management. They influence the practice of financial advice and help educate millions of investors.”

To find the 100 best, Investopedia relies on peer-to-peer nominations. Next, they focus on those who demonstrated an ability to reach the largest and most relevant audience. This was measured by the impact and quality of their published work, public appearances, and online following.

Here is the official press release for the 2020 Investopedia Top 100.

Investopedia’s proprietary methodology focuses on awarding financial advisors who have demonstrated a top-of-the-industry ability to reach the largest and most diverse financial and investing audience. That reach is measured by the impact and quality of the advisor’s published work, public appearances, online following, and commitment to financial literacy across diverse communities. The 2020 Investopedia 100 also heavily weighed peer-to-peer nominations, highlighting the most influential advisors who were recommended by their peers. We receive no compensation from placing advisors on our list, nor does an advisor’s appearance on our list constitute an individual endorsement by Investopedia of such advisor. Awards, third-party rankings and other recognitions are not indicative of future performance. Awards and other recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. Neither Investopedia nor any of its associates are affiliated with Define Financial, none of the awards or other recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any award or other recognition.