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Two (Real Life) Retirement Planning Case Studies
Stay Wealthy Retirement Podcast
English - March 22, 2023 09:00 - 33 minutes - 27.5 MB - ★★★★★ - 152 ratingsInvesting Business Education Self-Improvement investing retirement retirementplanning financialplanning money stocks taxplanning wealth Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
*** 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 financesWe 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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