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Stay Wealthy Retirement Podcast

Two (Real Life) Retirement Planning Case Studies

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Financialplanning, Retirement, Money, Taxplanning, Stocks, Wealth, Business, Investing, Retirementplanning

2.4606 Ratings

🗓️ 22 March 2023

⏱️ 34 minutes

🧾️ Download transcript

Summary

*** 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.) 

---

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!

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

📘  Grab Your Copy of the More Than Money Book

✏️  Grab the Episode Show Notes

📊  Get Your Free Retirement and Tax Analysis

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the Stay Walthy Podcast. I'm your host, Taylor Schulte, and I am excited to share

0:09.7

that as of yesterday, March 21st, I am officially and finally a published author. The book,

0:16.9

More Than Money, is a collection of inspiring true stories that reveal how real clients

0:22.3

applied real financial planning to achieve tangible results that changed their lives.

0:27.9

It's truly an amazing book and it is officially in bookstores near you as well as Amazon

0:33.4

and most online retailers.

0:35.5

Now, what I'm most proud of is that every single contributor to

0:39.4

the book agreed to donate all net proceeds to non-profit organizations, organizations that are

0:45.7

dedicated to improving financial literacy, making financial advice more accessible through pro bono

0:51.6

financial planning work, and improving diversity within the

0:54.9

planning profession. So on behalf of the organizations that we're donating the proceeds to and

1:00.0

everyone involved in bringing this book to the finish line, I just want to take a moment to

1:04.4

personally thank all of our listeners who supported this very special project over the last

1:08.6

few months and pre-ordered your copy.

1:11.5

If your book is not on your doorstep yet, it should be there any day now.

1:15.6

And if you haven't ordered your copy yet and you want to support this amazing project

1:19.6

and read an amazing book, just head over to more than moneybook.com.

1:24.5

By the way, one of the things I love about our publisher, Harriman House, is that they provide

1:29.3

a free Kindle version of the book to anyone who buys a physical copy. So if like me, you prefer

1:35.4

reading on a Kindle or a digital reader, go ahead and grab the physical book, flip to the

1:40.6

first page to get the details on how to download the Kindle version or the e-book

1:44.2

version, and then give the hard copy to someone in your life who might enjoy it.

...

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