Taylor Schulte, CFP® was named the #2 top financial advisor in 2020 on the annual Investopedia 100 List.
Each year, Investopedia creates its list of advisors who have been influential in bringing financial education to diverse audiences.
For 2020, that also meant addressing the arrival of the COVID-19 pandemic. Volatile markets and record job losses created a troubled economy and increased anxiety for many Americans.
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 household finances.
He reaches tens of thousands of readers and listeners across the world with his straightforward retirement planning methodology and encouraging tone.
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 an investment 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.”
“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.
“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
You can access Investopedia’s official press release by clicking here.
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.
About Define Financial
Define Financial is a commission-free wealth management firm headquartered in San Diego, CA. Founded in 2014 by Taylor Schulte, CFP®, CEO, the firm specializes in retirement and tax planning for individuals over age 50.
Define Financial prides itself on adhering to the Fiduciary Standard 100% of the time, ensuring clients’ interests are always put first. Its comprehensive services include investment management, retirement and tax planning, charitable giving strategies, insurance optimization, and social security timing.