Best Taylor Schulte Podcasts (2024)

1
Identifying a Niche Client Profile with Thomas Cook 23:05

5d ago23:05

23:05

Thomas Cook founded his firm, Retire to Tellico, after identifying a niche in his community that could benefit from quality financial advice and planning. Thomas joins Dasarte on The Advisor Journey for a wide-ranging discussion about starting his firm from scratch, the notion of operating with an “abundance mindset,” and strategies for serving a w…

1
4 Ways to (Tax-Efficiently) Diversify Concentrated Investments 33:37

6d ago33:37

33:37

Today, I'm talking about navigating the risks of concentrated investments. Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer three BIG questions: ➤ How do you know if you have a "concentrated investment?" ➤ What are some little-known risks investors aren't considering? ➤How do you (tax-efficiently) diversify concentrated investments…

1
Small Cap Value (Part 3): How to Choose the Right Fund and Take Action 16:47

20d ago16:47

16:47

Today, I'm sharing how retirement investors can take action in this final episode of our Small Cap Value series. Specifically, I’m discussing three things: ➤ Why paying MORE for an investment can pay off ➤ How to easily and properly evaluate different funds ➤ What small-cap value funds to consider I’m also sharing two important reminders before tak…

1
The Greatest Barrier to Change in the World of Financial Advice 42:37

21d ago42:37

42:37

In this special host-only episode of The Advisor Journey, Jason Wenk and Dasarte Yarnway break down the key obstacle that’s holding back many advisors from evolving their businesses to be more efficient and create better client outcomes. Plus, they cover helpful practice management tips around hiring (and firing), retention, listening, and feedback…

101
Small Cap Value (Part 2): How to Reduce Risk + Improve Returns 15:53

1M ago15:53

15:53

Today, I’m diving into part two of our Small Cap Value investing series. Specifically, I’m addressing three big questions: ➤ How do small-cap value stocks reduce risk + improve returns ➤ What criteria does an investment need to meet to be included in a portfolio ➤ Why value investing is still alive and well While there is no shortage of research in…

1
Modern Fixed Income with Dylan Parker and Anish Karyat of Moment 43:20

1M ago43:20

43:20

In this episode of The Advisor Journey, we sit down with Dylan Parker and Anish Karyat from Moment to delve into the intricacies of fixed-income investing and to make an exciting announcement about fixed income opportunities on the Altruist platform. As the financial landscape shifts with rising interest rates and inflation, Dylan and Anish share t…

1
Mastering the Basics of Advisor Marketing With Altruist’s Marketing Leaders 35:37

2M ago35:37

35:37

Altruist’s VP of Marketing, Chris Hiestand, and Head of Content, Will Steiner, join The Advisor Journey to talk about all things advisor marketing, from the key principles that drive marketing success, to specific strategies that advisors can deploy to boost their marketing game. Plus, Chris and Will offer their must-hear hot takes about what matte…

1
Small Cap Value (Part 1): Is This Popular Strategy Dead? 18:08

2M ago18:08

18:08

Today I’m kicking off a two-part series on Small Cap Value investing. Specifically, I’m addressing three big questions: ➤ What exactly are small-cap value stocks? ➤ Why have small-cap value stocks, historically, outperformed most major asset classes? ➤ Does the recent 20-year underperformance suggest that the strategy is dead and won’t work in the …

1
You’re Invited! Altruist Academy Los Angeles! 0:51

2M ago0:51

0:51

Say goodbye to boring conferences and hello to an intentional and community-driven atmosphere where connection, learning, and innovation thrive. Experience peer-led sessions covering timely and relevant information, happy hours, and curated networking opportunities. Dive deep into three core themes: enhancing your planning skills, growing your busi…

1
The Advisor Journey Live: Mastering the Details: Achieving Operational Excellence in Your RIA 36:25

2M ago36:25

36:25

Listen in for a dynamic live discussion on enhancing your RIA’s operational efficiency. Featuring experts Angel Williams of Beck Bode, Charesse Spiller of Get Level Best, and Saundra Davis, MSFP of Sage Financial Solutions, this episode delves into practical strategies for optimizing processes, automation, and boosting client satisfaction. Discover…

1
Retirement, Taxes, and Investment Underperformance 28:13

2M ago28:13

28:13

Today, I'm sharing key takeaways from three of the BEST retirement articles I read this month. 1️⃣ The first article is about the future of taxes in this country and specifically makes a strong case for why they will be higher. 2️⃣ The second reveals why investors missed out on 15% of investment returns over the last decade. 😳 3️⃣ Lastly, the third…

1
Marketing to Your Ideal Niche: Taylor Schulte’s Blueprint 35:52

3M ago35:52

35:52

Taylor Schulte, a renowned financial advisor and founder of Define Financial, joins The Advisor Journey to share a masterclass on advisor marketing strategies and to address some common mistakes advisors make. For example, is trying to serve a wide range of clients and blast your message out on as many channels as possible a winning approach? Taylo…

1
5 Surprising Investing Facts That You've (Probably) Never Heard 21:47

3M ago21:47

21:47

Today, I’m sharing FIVE surprising statistics about the economy, markets, and retirement. For example, one stat highlights a "stock market indicator" that has a 100% success rate 😳 Another emphasizes a growing insurance risk that everyone needs to protect against. Along with being entertaining, these stats bring important investing and planning top…

1
Recap: The Power of Storytelling and Personalization 16:52

3M ago16:52

16:52

In this episode, Dasarte takes a deep dive into the key insights and strategies shared by Stoy Hall during our recent conversation. He highlights the transformative power of storytelling in the financial advising space and how these techniques can be applied to enhance client relationships and practice growth. ABOUT ALTRUIST: We’re on a mission to …

1
The Power of Storytelling and Personalization in Practice with Stoy Hall‬ ‭ 25:31

3M ago25:31

25:31

Join us as Stoy Hall shares transformative storytelling techniques for financial advisors and shares how implementing these tools can help elevate your practice. Discover how to tailor your communication and services to various client profiles through compelling narratives and personalized advice. In this episode, you’ll learn: • Techniques for und…

1
Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!) 47:50

3M ago47:50

47:50

Are you ready to get answers to some BIG retirement questions? Questions such as: ➤ What role does the equity in my home play in my retirement plan? ➤ Why should I do Roth conversions to help mitigate taxes on my kids' inheritance? ➤ Are closed-end funds a good investment? ➤ How do I properly evaluate pension vs. lump-sum decisions? Today on the sh…

1
Recap: Becoming a Visionary Leader with Bill McNabb 17:10

3M ago17:10

17:10

In this episode, Dasarte recaps his favorite takeaways from our conversation with the legendary Bill McNabb. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves …

1
5 Strategies to Take Control of Your Required Minimum Distributions (RMDs) 29:29

4M ago29:29

29:29

Required Minimum Distributions (RMDs) begin at age 73 for most retirement savers. These forced withdrawals can be a burden for those who don't need (or want) the taxable income. Since they are “required,” many assume that they don't have any control over their RMDs. But that’s not necessarily the case. In fact, one of the 5 strategies I'm sharing w…

1
Becoming a Visionary Leader with Bill McNabb‬ ‭ 46:53

4M ago46:53

46:53

For advice about leading a successful career in the financial services industry, it’s hard to find a better source than Bill McNabb, former CEO and Chairman of Vanguard. Bill joins The Advisor Journey to discuss his career trajectory, what it takes to be a leader, and how to build robust and resilient teams. ABOUT ALTRUIST: We’re on a mission to ma…

1
Recap: Strategies to Maximize After-Tax Returns‬ ‭ 10:48

4M ago10:48

10:48

Dasarte recaps our episode with Altruist’s Head of Investments, Adam Grealish about the significant–often overlooked–value of tax management. In the initial episode, Adam unpacks strategies with the potential to improve clients’ after-tax, after-fee returns to the tune of 1-2% per year. The discussion also includes an overview of Altruist’s forthco…

1
Using Digital EQ to Scale Your Practice with Sheri Fitts‬ ‭ 41:03

4M ago41:03

41:03

As an advisor, how do you wield your digital influence? And how do you do it in an emotionally intelligent way? Industry expert Sheri Fitts joins us for an exclusive conversation with Jason and Dasarte. In this episode, she breaks down the importance of digital EQ and explains how advisors can use it to take their firms to the next level. Want to h…

1
Dividend Investing (Part 4): Answering Top Listener Questions 25:59

4M ago25:59

25:59

In the final episode of this series, I'm answering the BEST listener questions I've received about dividend investing. Questions such as: ➤ If dividend investing is NOT a great way to create retirement income, what is? ➤ What dividend-focused funds should investors consider if they insist on investing for yield? ➤ What is the counterargument for st…

1
Strategies to Maximize After-Tax Returns with Altruist’s Adam Grealish 31:39

4M ago31:39

31:39

In this episode, Altruist’s Head of Investments, Adam Grealish, joins Jason and Dasarte for a conversation about the significant–often overlooked–value of tax management. Adam unpacks strategies with the potential to improve clients’ after-tax, after-fee returns to the tune of 1-2% per year. The discussion also includes an overview of Altruist’s fo…

1
Dividend Investing (Part 3): A More "Flexible" Dividend Strategy 18:29

5M ago18:29

18:29

In today's episode, I'm sharing everything you need to know about stock buybacks. Specifically, I'm sharing: ➤ Why stock buybacks are referred to as a "flexible" dividend ➤ What a stock buyback is (and how it works) ➤ How stock buybacks are more tax-friendly than traditional dividends If you want to learn more about this increasingly popular "flexi…

1
Recap: Mastering Investment Principles, Overcoming Challenges, and Radical Honesty 11:40

5M ago11:40

11:40

Dasarte recaps our conversation with Ben Beck, the co-founder of Beck Bode. Dasarte highlights three important take aways for all advisors and explains how you can apply the idea of radical honesty to your firm. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-i…

1
Mastering Investment Principles, Overcoming Challenges, and Radical Honesty for Exponential Growth with Ben Beck 39:10

5M ago39:10

39:10

In this episode, Ben Beck, the co-founder of Beck Bode, explores the strategies that have fueled his firm’s impressive growth. He highlights the transformative role of radical honesty in cultivating trust and enduring client relationships, which has been pivotal in driving exponential growth. Ben shares compelling stories and lessons from his journ…

1
Recap: Operational Tactics for Optimal Success 14:20

6M ago14:20

14:20

In this episode, Dasarte offers a detailed recap of his insightful conversation with Charesse Spiller, the founder of Level Best. He explores Charesse's groundbreaking H.O.T. framework for achieving operational excellence. Dasarte unpacks the intricacies of this theory and provides practical, actionable strategies for seamlessly integrating these p…

1
Dividend Investing (Part 2): Three Reasons Why Dividend Strategies Underperform 19:38

6M ago19:38

19:38

Today I'm continuing our multi-part series on Dividend Investing. Specifically, in part two, I’m sharing: ➤ What the long-term performance has been for dividend-focused funds ➤ Why popular dividend investing charts can be incomplete (or misleading) ➤ The 3 primary reasons dividend strategies typically underperform If you want to learn more about di…

1
Operational Tactics for Optimal Success with Charesse‬‭ Spiller‬ ‭ 28:28

6M ago28:28

28:28

In this episode, we're joined by Charesse Spiller, founder of Level Best, to explore the transformative power of operational excellence. Charesse dives deep into the principles and strategies that underpin a smoothly functioning business operation. She illustrates how streamlining workflows, refining processes, and fostering a culture of efficiency…

1
Dividend Investing (Part 1): Making Money While You Sleep 19:21

6M ago19:21

19:21

Today I'm kicking off a multi-part series on Dividend Investing. While dividends are a normal occurrence in the global markets, their role in a retirement portfolio is often misunderstood. ➤ What is a dividend, and why do some companies pay them? ➤ How do they affect an investor's return? ➤ Where do dividends fit in the portfolio construction proce…

1
TAJ Live:‬‭ Mastering the Art of Client Relationships‬ ‭ 56:50

6M ago56:50

56:50

On this live episode of The Advisor Journey, host Dasarte Yarnway is joined by guests Wes White of Patriot Wealth, Alex Newman of Grape Wealth Management, and Jason Ray of Zenith Wealth for a dynamic conversation on the unexpected, powerful ways to reach new levels of client trust. ABOUT ALTRUIST: We’re on a mission to make financial advice better,…

1
How to Protect Yourself From Financial Scams (+ New Resources) 14:02

6M ago14:02

14:02

Today I'm sharing a story about a couple who lost $2 million to an investment scam. I'm also sharing (new!) resources to help protect your personal data in 2024. Financial scams are getting more sophisticated and losses are skyrocketing. In fact, last year, Americans lost $10 billion to financial scams. That’s $1 billion more than 2022, and is the …

1
Inside Altruist's Fee Schedule Saga‬ ‭ 28:12

7M ago28:12

28:12

Altruist CFO Marc Greenberg joins Jason and Dasarte to provide an insider's perspective on the events that took place internally following backlash from Altruist advisors over a poorly communicated fee schedule update. The conversation gives a behind-the-scenes look at Altruist operations and highlights the value of listening to customers. ABOUT AL…

1
Recap: Getting off the growth hamster wheel with Jeremy Walter 8:50

7M ago8:50

8:50

Dasarte recaps and highlights three important takeaways from our conversation with Jeremy Walter, founder of Fident Financial. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. O…

1
The Best Retirement Account, Making Investment Changes, and More! 23:40

7M ago23:40

23:40

There is no shortage of questions when it comes to navigating and planning for retirement. ➤ How much do I need to save? ➤ How do I optimize my tax bill and avoid overpaying the IRS? ➤ When do I take Social Security? ➤ What should I invest in? (And what should I avoid?!) The list goes on. And while you’ve likely read (or heard) helpful answers to m…

1
How Altruist Cash solves the cash management dilemma for advisors and clients with Jason Wenk and Dasarte Yarnway 18:43

7M ago18:43

18:43

Jason and Dasarte break down the newest product from the modern custodian: Altruist Cash. Now, advisors no longer have to decide between pushing clients to third-party solutions for higher yield on cash, or settling for the low-yield offerings for cash provided by their legacy custodian. The cash product is available to advisors using any custodian…

1
Inflation: Why Does Everything (Still) Feel So Expensive? 11:54

8M ago11:54

11:54

Inflation hit a 40-year high of 9.1% in June 2022. Today, inflation is hovering around 3%. If inflation is back in line with long-term historical averages, why does everything still feel so expensive? When voters were asked what they would most like to see improved in our economy... ...why did 64% of them say "lower prices?" In this episode, I'm di…

1
The unexpected benefits of getting off the growth hamster wheel with Jeremy Walter 46:48

8M ago46:48

46:48

Jeremy Walter, founder of Fident Financial, joins Jason and Dasarte for an inspiring conversation about his decision to stop growing his firm. In an environment that glorifies exponential growth stories, Jeremy chose to press pause in one area of his life to focus more intentionally on others. The episode is a must-listen for anyone trying to under…

1
Recap: Building a firm that energizes you 13:07

8M ago13:07

13:07

Dasarte breaks down this week’s episode with Greg Lessard of Aspen Wealth Management. The conversation highlights the importance of serving clients who share your passions and interests and how achieving “founder-market-fit” empowers advisors to be authentic at work — a key component for long-term success and overall happiness in this industry. ABO…

1
Roth Conversions and the 5-Year Rule (Explained!) 25:03

8M ago25:03

25:03

Want an easy way to learn how the "Roth 5-Year Rule" affects your unique situation? Subscribe to the Stay Wealthy Retirement Newsletter. As a thank you, you'll receive my one-page flowchart (PDF) for navigating this confusing rule. 👉 Click here to join the newsletter! *** TODAY'S EPISODE: The "Trump-era tax cuts" are set to expire in 2026. In other…

1
Building a firm that energizes you with Greg Lessard 36:52

8M ago36:52

36:52

Aspen Leaf Wealth Management founder Greg Lessard breaks down his journey in building a client base that aligns with his ESG values. The conversation highlights the importance of serving clients who share your passions and interests and how achieving “founder-market-fit” empowers advisors to be authentic at work — a key component for long-term succ…

1
Recap: Beyond $100M with Jason and Dasarte 13:20

8M ago13:20

13:20

Dasarte recaps his discussion with Jason on what to do beyond $100M. In this episode, he provides three key takeaways for a practical guide for advisors on the complexities of expanding their firm efficiently. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-…

1
Beyond $100M: unexpected challenges (and solutions) to building a bigger firm with Jason and Dasarte 46:07

9M ago46:07

46:07

Jason Wenk and Dasarte Yarnway discuss scaling a firm beyond $100 million, focusing on client service, team expansion, and compliance. They offer insights into managing growth, marketing, and hiring strategies. The episode serves as a practical guide for advisors on the complexities of expanding their firm efficiently. ABOUT ALTRUIST: We’re on a mi…

1
4 (Little-Known) Retirement Planning Misconceptions 44:21

9M ago44:21

44:21

Today I'm talking through four (rarely-discussed) retirement planning misconceptions. In fact, some of these misconceptions might not be misconceptions at all... ...they might be concepts that you've never even considered! For example, is retirement planning a complex problem OR a complicated problem? (And why does it matter?) And, should you devel…

1
Recap: Storytelling Secrets to Unleash Exponential Growth with Steve Sanduski 14:34

9M ago14:34

14:34

Dasarte recaps a powerful episode with Financial Advisor Coach, Steve Sanduski. In this episode, he recounts his top three takeaways from last week's episode and the one piece of advice that can lead to elevated business practices, mental wellbeing, and growth for your firm. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more a…

1
How to Invest During an Election Year 16:59

9M ago16:59

16:59

It's an election year. As a result, many retirement investors believe that the market MUST be in for a wild ride. But is that true? Over the last 100 years, how have markets behaved during election years? What have been the best and worst returns? How has the market performed during every 4-year presidential term since 1929? And is it "different th…

1
Storytelling Secrets to Unleash Exponential Growth with Steve Sanduski 43:11

9M ago43:11

43:11

Financial Advisor Coach Steve Sanduski shares powerful learnings from his experiences helping grow a corporate RIA from $0 to $1.8 billion and coaching countless advisors in building authentic practices. This episode is packed with a-ha moments around storytelling, content creation, and keys to creating a sustainable practice as an independent advi…

1
Recap: The Three Big Predictions for 2024 15:29

9M ago15:29

15:29

Dasarte recaps insightful reflections, highlights, and learnings from top episodes of 2023. In last week’s episode, Jason and Dasarte offer advisors a bold forecast for new trends in the year to come and dive into the success that comes from a "think big, operate small" mentality. ABOUT ALTRUIST: We’re on a mission to make financial advice better, …

1
The Three Big Predictions for 2024 48:23

9M ago48:23

48:23

Join Jason and Dasarte for insightful reflections, highlights, and learnings from top episodes of 2023. They offer advisors a bold forecast for new trends in the year to come and dive into the success that comes from a "think big, operate small" mentality. For lovers of sports metaphors, this episode will not disappoint. ABOUT ALTRUIST: We’re on a …

1
Why We Need to Stop Talking About “Paying Off the National Debt” 42:51

10M ago42:51

42:51

The U.S. national debt recently crossed $34 trillion. Without causing some serious pain, paying off this debt is nearly impossible to do. We would have to dramatically cut spending in some VERY important areas, increase taxes, or both. This debacle has led many to label this situation as catastrophic... ...as a "building that we’re stuck in that wi…

Podcasts Worth a Listen

Taylor Schulte Podcasts

Podcasts Worth a Listen

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