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Listener Q&A: What Index Funds to Choose, Pitfalls of Early Retirement, and More!

Listener Q&A: What Index Funds to Choose, Pitfalls of Early Retirement, and More!

In this episode, we’re answering listener questions!

Specifically, guest host Jeremy Schneider is answering questions like:

  • What are the best index funds to invest in
  • How do you access retirement money early
  • What are the little-known pitfalls of early retirement

Jeremy also shares important tips on transferring money from old investment accounts.

If you want to get answers to these great questions (and hear from a surprise guest who snuck their way in!), this episode is for you.

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Episode Transcript

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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.