Steve Chen & Taylor Schulte , The NewRetirement Podcast

Taylor Schulte: Stay Wealthy

01 Jul 2021 • 55 min • EN

The 60th NewRetirement podcast. This time, Steve Chen is joined by guest Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — and discusses tax and legacy planning as well as what are and how to use Donor Advised Funds (DAFs). Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup Produced by Davorin Robison. © 2021 NewRetirement Inc.

From "The NewRetirement Podcast"