Two (Real Life) Retirement Planning Case Studies

Stay Wealthy Retirement Podcast

22-03-2023 • 33 mins

*** 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.)

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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!

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EPISODE RESOURCES:

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