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More Than Money: Real Life Stories of Financial Planning

More Than Money: Real Life Stories of Financial Planning

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:

Key Takeaways
  • 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!

More Than Money: Grab Your Copy!

More Than Money Book Financial Planning

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Episode Resources

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.