11 Surprising Facts About Tax Planning, Investing, and Retirement
Stay Wealthy Retirement Podcast
Taylor Schulte, CFP®
4.7 • 678 Ratings
🗓️ 23 November 2021
⏱️ 18 minutes
🧾️ Download transcript
Summary
Today I'm sharing 11 surprising facts about tax planning, investing, and retirement.
For example, if you:
- Retired in the year 2000 with $1 million,
- invested all of it in the U.S. stock market,
- and withdrew $50,000 (adjusted for inflation) per year...
...you would have been out of money by 2018!
If you want to learn how that could be + have some educational fun with retirement/investing statistics, today's episode is for you.
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Transcript
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| 0:00.0 | Welcome to the State Welfy Podcast. I'm your host Taylor Schulte, and today I'm sharing 11 |
| 0:09.8 | surprising facts that you probably don't know about tax planning, investing, and retirement. |
| 0:15.0 | For example, if you retired in the year 2000 with $1 million, you invested it all in the U.S. stock market and withdrew $50,000 per year |
| 0:24.5 | adjusted for inflation. |
| 0:26.5 | You would have been out of money by 2018. |
| 0:29.6 | So if you want to learn how that could be and have some educational fun with retirement and |
| 0:33.9 | investing statistics, today's episode is for you. |
| 0:36.7 | For all the links and resources |
| 0:38.0 | mentioned, head over to you stay wealthy.com forward slash 134. First things first, I just want to say |
| 0:47.0 | that I hope everyone tuning in this week has a safe and wonderful Thanksgiving. I also want to say |
| 0:52.2 | that I am incredibly grateful for each and every one of you |
| 0:55.2 | and thankful that you've supported this podcast, left extremely kind reviews, reached out with your |
| 1:00.4 | great questions, and just continue to follow along and share it with people in your life. |
| 1:04.6 | It means more than you might know. In fact, I'm going to share a bit of a personal fun fact |
| 1:09.3 | here before we get into today's show. And that is, in early 2019, I'm going to share a bit of a personal fun fact here before we get into today's show. |
| 1:11.0 | And that is, in early 2019, I told a few close friends and colleagues that I was going to shut this podcast down. |
| 1:18.6 | I just couldn't seem to find my groove. |
| 1:21.0 | Listenership was at a standstill. |
| 1:22.7 | And I was just beginning to dread recording the episodes every single week. |
| 1:27.0 | Ultimately, as you guys know, I'm still here. I decided to ditch with the episodes every single week. Ultimately, as you guys know, |
| 1:28.2 | I'm still here. I decided to ditch what the so-called podcast consultants and experts were telling me |
| 1:33.6 | to do, and I just made one final attempt to find my authentic voice and find a format that I would |
... |
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