Two (Real Life) Retirement Planning Case Studies
*** 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