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Retirement, Taxes, and Investment Underperformance

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Manage episode 436780335 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Today, I'm sharing key takeaways from three of the BEST retirement articles I read this month.

1️⃣ The first article is about the future of taxes in this country and specifically makes a strong case for why they will be higher.

2️⃣ The second reveals why investors missed out on 15% of investment returns over the last decade. 😳

3️⃣ Lastly, the third article is a real-life account of what it actually feels like to transition from the working world into retirement.

Didn’t get a chance to read everything that was published last month?

Don’t worry—I’ve got you covered!

***

FREE RETIREMENT PLANNING RESOURCES:

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

You'll also receive my weekly retirement newsletter!

👉 Click here to subscribe and grab your cheatsheets.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

  continue reading

210 episoade

Artwork
iconDistribuie
 
Manage episode 436780335 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Today, I'm sharing key takeaways from three of the BEST retirement articles I read this month.

1️⃣ The first article is about the future of taxes in this country and specifically makes a strong case for why they will be higher.

2️⃣ The second reveals why investors missed out on 15% of investment returns over the last decade. 😳

3️⃣ Lastly, the third article is a real-life account of what it actually feels like to transition from the working world into retirement.

Didn’t get a chance to read everything that was published last month?

Don’t worry—I’ve got you covered!

***

FREE RETIREMENT PLANNING RESOURCES:

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

You'll also receive my weekly retirement newsletter!

👉 Click here to subscribe and grab your cheatsheets.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

  continue reading

210 episoade

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