23 min listen
Tax Planning, Legacy Planning, and Listener Q&A!
Tax Planning, Legacy Planning, and Listener Q&A!
ratings:
Length:
60 minutes
Released:
Jul 20, 2021
Format:
Podcast episode
Description
Today I'm responding to some constructive criticism I received from a listener. I'm also sharing my conversation with Steve Chen, host of The NewRetirement Podcast. Along with sharing a personal update on having three kids under age 5, we dig into: Tax planning opportunities + misconceptions What to do when you've saved more for retirement than you can spend Why people put off estate planning and how to take action Be sure to stick around to the end where we answer a few listener questions and chat about the current state of the markets. ? Click here to access show notes for this episode
Released:
Jul 20, 2021
Format:
Podcast episode
Titles in the series (100)
Retirement Starts Today Radio: Taylor Schulte on Navigating Turbulent Markets: Listen in to hear your host Taylor Schulte discuss market volatility and what you should do about it. by Stay Wealthy Retirement Podcast