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11 Surprising Facts About Tax Planning, Investing, and Retirement

11 Surprising Facts About Tax Planning, Investing, and Retirement

***NOTE: If you’re looking for the “Investing in Real Estate” episode show notes, click here. Sorry for the confusion!***

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.

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Episode Transcript

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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 PLANNER™ 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.