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ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals

ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals

FromStay Wealthy Retirement Podcast


ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals

FromStay Wealthy Retirement Podcast

ratings:
Length:
27 minutes
Released:
Mar 9, 2021
Format:
Podcast episode

Description

Today I'm tackling three listener questions with my good friend, Roger Whitney: Why you don't have to invest in ESG stocks to make an impact How to replenish your emergency fund (+ how much cash is too much)?  How to process retirement account withdrawals if you're trying to stay in the 12% tax bracket If you want to hear our answers to these great (and common!) retirement + investing questions, this episode is for you.
Released:
Mar 9, 2021
Format:
Podcast episode

Titles in the series (100)

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.