Episode 118
Tax Planning, Legacy Planning, and Listener Q&A!
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
July 20, 202159m 51s
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Show Notes
Today I'm responding to some constructive criticism I received from a listener.
I'm also sharing my conversation with Steve Chen, host of The NewRetirement Podcast.
Along with sharing a personal update on having three kids under age 5, we dig into:
- Tax planning opportunities + misconceptions
- What to do when you've saved more for retirement than you can spend
- Why people put off estate planning and how to take action
Be sure to stick around to the end where we answer a few listener questions and chat about the current state of the markets.