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Two (Real Life) Retirement Planning Case Studies

Podcast |: Stay Wealthy Retirement Show
Publisher |: Taylor Schulte, CFP®
Media Type |: audio
Podknife tags |: Investing,; Personal Finance,; Retirement
Categories Via RSS |: Business,; Investing
Publication Date |: Mar 22, 2023
Episode Duration |: 00:33:49

*** More Than Money is officially out! Click here to grab your copy now. ***

(All net proceeds being donated to non-profit organizations dedicated to improving financial literacy and diversity in the profession.)

---

Today I’m sharing my recent conversation with Joe Saul-Sehy from Stacking Benjamins.

Together, Joe and I break down two real-life case studies from my (just released!) book, More Than Money.

We cover:

Why the "making work optional" exercise is so empowering
How to have constructive money conversations
How a widow overcame the newfound challenge of managing the finances

We also talk about retirement planning misconceptions, how my wife and I track our expenses (😲), and more!

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the schulte.ck.page/retirement-newsletter">Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 schulte.ck.page/retirement-newsletter">Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

📘 Grab Your Copy of the More Than Money Book

✏️ Grab the Episode Show Notes

📊 Get Your Free Retirement and Tax Analysis

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