Two (Real Life) Retirement Planning Case Studies
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
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Show Notes
*** 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.)
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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!
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***
EPISODE RESOURCES:
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