The Money Script

Between Two Advisors - A Conversation with Taylor Schulte

Yohance Harrison Season 5 Episode 18

In this episode, we sit down with Taylor, an experienced financial planner, to discuss managing client concerns during market volatility. He shares how he reassures nervous clients, keeping them focused on long-term goals. Taylor also talks about his approach to handling large investments during a bull market, ensuring clients understand both the risks and opportunities. He outlines his strategy for portfolio diversification, emphasizing the importance of time horizons, and reflects on why he became a financial planner. The episode wraps up with Taylor sharing his earliest memory of money and how it shaped his financial mindset. Packed with practical advice, this episode is a must-listen for new and existing investors.

1:00 Introduction: Welcome Taylor
3:45 How to Address Client Anxiety During Market Volatility
7:00 Handling Large Investments in a Bull Market
11:15 Your Time Frame & Portfolio Diversification Strategy
18:15 Why Did You Choose to Become a Financial Planner?
25:30 Your First Memory of Money

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