Skip directly to Accessibility Notice

Trends with Benefits #18: Taylor Schulte on Retirement Planning

July 14, 2020

Listen Time 30:06 MIN


In this episode, I catch up with Taylor Schulte, Founder & CEO of Define Financial in San Diego. Taylor is a millennial who has built a retirement and tax planning practice for people over 50 years old. He’s also a master marketer. We have a wide ranging conversation that covers not only planning ideas for people working towards retirement but also modern marketing ideas for business owners like himself.

Modern Marketing

The business of financial advice, more than anything, is a relationship business. It’s important to find the right fit for both client and advisor. This is something we talk briefly about in the podcast. Still, finding those relationships is an important goal for any business. Perhaps one of the benefits of being a young financial advisor is having a handle on modern marketing tactics. This may be as simple as having an effective website or trying a new medium like podcasting. Taylor is also not above trying ‘old school’ methods like postcard mailings. These are ideas and experiences he freely shares with other advisors in his podcast Experiments in Advisor Marketing. As he acknowledged in our discussion, content marketing is an important long-term trend that business owners, financial advisors and others need to figure how to incorporate into their strategy.

Trend or Fad

Listen for Taylor’s take on day trading, connected home fitness and ESG.

Follow Ed Lopez @ThatEdLopez and Taylor Schulte @DefineFinancial on Twitter.

You can listen and subscribe to this podcast on Apple PodcastsSpotifySoundCloud, and YouTube.


Please note that Van Eck Securities Corporation (an affiliated broker-dealer of Van Eck Associates Corporation) may offer investments products that invest in the asset class(es) discussed in this podcast.

The views and opinions expressed are those of the speaker(s) but not necessarily those of VanEck. Commentaries are general in nature and should not be construed as investment advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. Any discussion of specific securities/financial instruments mentioned in the commentary is neither an offer to sell nor a solicitation to buy these securities. Fund holdings will vary. All indices mentioned are measures of common market sectors and performance. It is not possible to invest directly in an index. Information on holdings, performance and indices can be found at

All investing is subject to risk, including the possible loss of the money you invest.  As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money.  Diversification does not ensure a profit or protect against a loss in a declining market.  Past performance is no guarantee of future performance.

Van Eck Associates Corporation