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Tax Planning, Legacy Planning, and Listener Q&A!

Tax Planning, Legacy Planning, and Listener Q&A!

Today I’m responding to some constructive criticism I received from a listener. 😲

I’m also sharing my conversation with Steve Chen, host of The NewRetirement Podcast.

Along with sharing a personal update on having three kids under age 5, we dig into:

Key Takeaways
  • Tax planning opportunities + misconceptions
  • What to do when you’ve saved more for retirement than you can spend
  • Why people put off estate planning and how to take action

Be sure to stick around to the end where we answer a few listener questions and chat about the current state of the markets.

How to Listen to Today’s Episode

Episode Links & Resources:

Episode Transcription

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— ABOUT

About the Show

The Stay Wealthy Retirement Podcast will teach you how to reduce taxes, invest smarter, and make work optional in retirement.

Award-winning CERTIFIED FINANCIAL PLANNERâ„¢ Taylor Schulte tackles topics like tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, investments, social security, and more!

Every episode will give you actionable tips to help you preserve your hard-earned money and "stay wealthy" in retirement.

Proud Member of the Retirement Podcast Network.

About Taylor

Taylor R. Schulte, CFP®

I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.