"Stay Wealthy San Diego" was the original brand name for the financial planning practice and popular podcast founded by Taylor Schulte. The company has since rebranded and expanded its services nationally under the official name "Define Financial". As a U.S. Securities and Exchange Commission (SEC) registered investment adviser, Define Financial operates as a fee-only fiduciary, providing comprehensive financial planning, investment management, and retirement strategies primarily for individuals at or near retirement. The firm emphasizes evidence-based investing and transparent, flat-fee pricing, continuing to leverage the "Stay Wealthy" brand through its educational podcast.

Founded in

United States