33 min
Two (Real Life) Retirement Planning Case Studies Stay Wealthy Retirement Podcast
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- Investing
*** 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!
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
*** 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
33 min