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Stay Wealthy Retirement Podcast

11 Surprising Facts About Tax Planning, Investing, and Retirement

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Investing, Business

4.7678 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.

👉  Click Here to Access Show Notes and Links for This Episode

Transcript

Click on a timestamp to play from that location

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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