Two (Real Life) Retirement Planning Case Studies - a podcast by Taylor Schulte

*** 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:

📘  Grab Your Copy of the More Than Money Book

✏️  Grab the Episode Show Notes

📊  Get Your Free Retirement and Tax Analysis

Further episodes of Stay Wealthy Retirement Show

Further podcasts by Taylor Schulte

Website of Taylor Schulte