Best Taylor Schulte Podcasts (2024)

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

16h 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
Debunking Dividend Investing Myths ft. Taylor Schulte (EP.165) 32:42

11d ago32:42

32:42

Taylor Schulte joins the show for a dive deep into the world of dividend investing. Tune in as we debunk common myths and provide a clear framework for building a successful investment portfolio. Listen now and learn: The drawbacks of chasing high-yield investments and how to build a balanced portfolio How dividend-focused funds perform relative to…

1
Why You Don’t Have to Pick Winning Stocks (EP.166) 13:22

3h ago13:22

13:22

In the realm of investing, nothing is more seductive than picking a winning stock. Unfortunately, investing in individual stocks is incredibly risky. But here’s the good news: picking winning stocks isn’t necessary. Listen now and learn: A history of individual stock returns How professional investors perform The best way to own winning stocks Visi…

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

1h 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
Midwifery closure of Women’s Specialists of Houston at Texas Children’s Hospital 58:52

13d ago58:52

58:52

https://wholemothershow.com/wp-content/uploads/2024/08/kpft_240812_200000wholemother_trimmed.mp3 We at Whole Mother are saddened and outraged at the loss of the midwifery portion of the Women’s Specialists of Houston at Texas Children’s Hospital. This show will feature the voices of our community speaking against this closing. Please help us get th…

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

2h 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
A Routine Stock Market Pullback (EP.164) 8:46

6d ago8:46

8:46

With the S&P 500 rapidly declining over the past two weeks, what should investors be doing? Listen now and learn: How often the stock market falls What triggered the most recent stock market decline Timeless wisdom for periods of stock market losses Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.…

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

14d 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

13d 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
How to Use Alternative Investments With Phil Huber [LIVE] (EP.163) 43:56

15d ago43:56

43:56

If you want to maximize your investing returns beyond what traditional methods offer, discover leading edge opportunities, or simply stay up to date on the latest investing trends, alternative investments may be for you. The pursuit of diversification is not as straightforward as it once was — and the classic 60/40 portfolio may no longer be suffic…

1
Taylor Lee, CPM 59:44

1M ago59:44

59:44

https://wholemothershow.com/wp-content/uploads/2024/07/kpfthd3_240724_130000wholemothera_trimmed.mp3 Taylor Lee is a new midwife in the Beaumont area. She is married to my husband, Matt, and they have two children, Reid, and Mila, who are almost 10 and 6. Taylor has been in birth work for about 7 years and she has a passion for educating about birt…

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

19d 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
When Tax-Loss Harvesting Makes Sense (And When It Doesn’t) (EP.162) 14:01

20d ago14:01

14:01

In this episode, we're dissecting a strategy that many believe is a must-do for every investor: Tax-Loss Harvesting (TLH). But what if I told you that this widely recommended tactic might not be beneficial for everyone? Listen now and learn: The three components necessary to derive value from tax loss harvesting Reasonable expectations of value fro…

501
5 Strategies to Take Control of Your Required Minimum Distributions (RMDs) 29:29

1M 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

28d 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
How to Reduce Your Investing Anxiety Using A Stoic Approach With Darius Foroux (EP.161) 46:38

1M ago46:38

46:38

If you’ve ever felt anxious or overwhelmed by market volatility, don't miss this episode. I’m joined by Darius Foroux, a newsletter writer to 100,000 subscribers and author of the brand new book The Stoic Path to Wealth. His steady approach helps investors navigate the chaos of modern-day markets with discipline, emotional distance, and self-master…

1
How Will The US Presidential Election Impact The Stock Market? (EP.160) 4:46

1M ago4:46

4:46

This episode dives into a topic that grabs investors’ attention every four years: the Presidential election. The potential impact on the economy, policy, and markets often leads to increased anxiety and speculation. Listen now and learn: The historical impact of elections on the stock market How markets have performed during different presidencies …

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

1M 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
The Sustainability of Social Security and What it Means For You (EP.159) 15:28

1M ago15:28

15:28

There are few topics as broadly misunderstood as US government spending and, as a result, many conversations regarding Social Security are off the mark. The financial well-being of Social Security is obviously important from a policy perspective, but perhaps even more important from a financial planning and personal investment perspective. Listen n…

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

2M 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

2M 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
Will The US National Debt Cause Problems Soon? (EP.158) 17:12

2M ago17:12

17:12

The US national debt is a significant and often misunderstood topic: With the current debt sitting at around $34.6 trillion, many wonder if this signals an impending crisis. Peter breaks down what this figure means and explores the broader implications (many of which may surprise you). Listen now and learn: Differences between the deficit, the debt…

1
John V. Geisheker, JD, LL.M 59:32

2M ago59:32

59:32

https://wholemothershow.com/wp-content/uploads/2024/06/kpft_240624_200000wholemother_trimmed.mp3 John V. Geisheker, JD, LL.M, has practiced medico-legal law as an arbitrator, mediator, litigator, and law lecturer, for over 30 years. He is currently the full-time pro bono Executive Director and General Counsel for Doctors Opposing Circumcision, an i…

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

2M 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
Why the US Dollar Rules the World: A Deep Dive into Reserve Currencies (EP.157) 12:02

2M ago12:02

12:02

While the US dollar currently enjoys a dominant position as the world's reserve currency, various factors could challenge its supremacy. Emerging economies, digital currencies, geopolitical shifts, and global financial reforms all pose potential threats. Understanding these dynamics is crucial for navigating the future of global finance. Listen now…

1
Heather Goodwin, Holistic Therapy, Part 2 59:33

2M ago59:33

59:33

https://wholemothershow.com/wp-content/uploads/2024/06/kpft_240617_200000wholemother_trimmed.mp3 Heather Goodwin is the Director of Heights of Health Holistic Therapy Services, and Heather empowers adults and children with proven life-transforming tools. Her mindfulness, behaviorally-based and multi-disciplinary approach is rooted in the recognitio…

1
Heather Goodwin, Heights of Health Holistic Therapy 59:44

2M ago59:44

59:44

https://wholemothershow.com/wp-content/uploads/2024/06/kpfthd3_240612_130000wholemother_trimmed.mp3 Heather Goodwin is the Director of Heights of Health Holistic Therapy Services, and Heather empowers adults and children with proven life-transforming tools. Her mindfulness, behaviorally-based and multi-disciplinary approach is rooted in the recogni…

1
Jesse Cramer On The Astounding Math Behind Car Ownership (Rewind) (EP.156) 37:10

2M ago37:10

37:10

Jesse Cramer, author of The Best Interest, joins the show to share his in-depth research into the astounding math behind car ownership. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for the impact big purchases can have on …

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

2M 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

3M 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
Ashby Daniels Challenges Conventional Wisdom (Rewind) (EP.155) 43:47

3M ago43:47

43:47

The problem with conventional wisdom is that it represents the masses, but there's a whole host of things that conventional wisdom gets wrong. By default, that feeds into what investors get wrong. This episode with Ashby Daniels originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as re…

1
Marly Hudanish, Master NCS

3M ago

—

https://wholemothershow.com/wp-content/uploads/2024/05/kpft_240527_200000wholemother_trimmed.mp3 Marly Hudanish, Master NCS, joins us to help us unpack options for care for the postpartum family. We dive deep on sleep training and how it doesn’t have to mean leaving your baby to cry it out. newborncareexpert.com Marly Hudanish, Master NCS…

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

3M 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
Michael Kitces On AI And The Evolution Of Financial Advice (Rewind) (EP.154) 33:09

3M ago33:09

33:09

Michael Kitces is one of the industry’s leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth Management EDGE, Michael explains the evolution of financial advice and how AI might impact the profession going forward. This episode originally aired in 2023 and was a top interview of the year. Al…

1
Recap: Operational Tactics for Optimal Success 14:20

3M 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
Lynn Schulte, Pelvic Health Physical Therapist 58:25

3M ago58:25

58:25

https://wholemothershow.com/wp-content/uploads/2024/05/kpft_240520_200000wholemother_trimmed.mp3 Lynn Schulte is a Pelvic Health Physical Therapist for over 30 years and she is the principle instructor at the Institute for Birth Healing. She has successfully healed thousands of women from all the issues women experience after birth and is now teach…

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

3M 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
Carl Richards On What Real Financial Advice Means (Rewind) (EP.153) 41:04

3M ago41:04

41:04

In this episode, I’m joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for y…

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

3M 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
Burton Malkiel on A Random Walk Down Wall Street (Rewind) (EP.152) 48:49

3M ago48:49

48:49

Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy. Listen no…

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

3M 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
The Pursuit of Meaningful Wealth ft. Khe Hy (EP.151) 36:50

4M ago36:50

36:50

Khe Hy of Rad Reads and The Examined Life Podcast joins to discuss the pursuit of meaningful wealth by balancing money, time, and happiness. Listen now and learn: Why not all hours are valued equally and the importance of aligning activities with true life purposes How the value of money diminishes as wealth growths The issue with retirement planni…

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

4M 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
Roth vs Traditional 401(k)s: Which Is Right For You? (EP.150) 10:41

4M ago10:41

10:41

How do you choose between a Roth and a Traditional 401(k)? Explore the financial implications of each option as we break down what it means for your current taxes, future gains, and overall retirement strategy. Listen now and learn: How to strategically choose the right 401(k) type based on your career stage and future income expectations. Benefits…

1
Dr. Valerie Akinwande, DPT, MS 58:15

4M ago58:15

58:15

https://wholemothershow.com/wp-content/uploads/2024/01/kpft_240101_200000wholemother_trimmed.mp3 With 13 years of dedicated experience as a Doctor of Physical Therapy, Dr. Valerie Akinwande is a leading expert in women’s health. In 2020, she founded WomansDPT, a venture aimed at empowering women through specialized physical therapy. Dr. Akinwande h…

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

4M 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
Financial Planning for Female Breadwinners ft Sara Gelsheimer (EP.149) 31:14

4M ago31:14

31:14

This episode welcomes back Sara Gelsheimer, Senior Wealth Manager at Plancorp, to discuss the challenges and strategies for female breadwinners, balancing career and family, and the importance of integrating mental wellness into financial planning. Listen now and learn: The importance of becoming more involved and confident in your financial life P…

1
Annalee Reid, Super Mama Birth Services 59:39

4M ago59:39

59:39

https://wholemothershow.com/wp-content/uploads/2024/04/kpft_240422_200000wholemother_trimmed.mp3 Annalee Reid became a Medical Laboratory Scientist in 2011 and fell in love with midwifery in 2013. She then graduated from Midwives College of Utah in 2013 and became a Birth Doula living in Guatemala for 3 months serving the under-served birth centers…

1
Investing at All-Time Highs and Preparing For the Next Market Crash (EP.148) 40:00

4M ago40:00

40:00

Originally aired on The Best Interest Podcast, Peter shares insights on why all-time highs are more common than one might think, the importance of maintaining a long-term perspective, and why trying to time the market is an unwise strategy. Listen now and learn: How often you should expect corrections and bear markets The primary long-term driver o…

1
Inside Altruist's Fee Schedule Saga‬ ‭ 28:12

4M 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…

Podcasts Worth a Listen

Taylor Schulte Podcasts

Podcasts Worth a Listen

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