Jul 20, 2021
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.