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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://ppacc.player.fm/legal.
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Listener Q&A: Early Retirement Pitfalls, Best Index Funds to Invest In, and More!

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Manage episode 375642264 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://ppacc.player.fm/legal.

In this episode, we're answering listener questions!

Specifically, guest host Jeremy Schneider is answering questions like:

  • What are the best index funds to invest in
  • How do you access retirement money early
  • What are the little-known pitfalls of early retirement

Jeremy also shares important tips on transferring money from old investment accounts.

If you want to get answers to these great questions (and hear from a surprise guest who snuck their way in!), this episode is for you.

---

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

---

EPISODE RESOURCES:

👉 Follow Jeremy Schneider on Instagram

✏️ Grab the Episode Show Notes

📘 Check Out My New Book: More Than Money

📊 Get Your Free Retirement and Tax Analysis

  continue reading

228 episodes

Artwork
iconShare
 
Manage episode 375642264 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://ppacc.player.fm/legal.

In this episode, we're answering listener questions!

Specifically, guest host Jeremy Schneider is answering questions like:

  • What are the best index funds to invest in
  • How do you access retirement money early
  • What are the little-known pitfalls of early retirement

Jeremy also shares important tips on transferring money from old investment accounts.

If you want to get answers to these great questions (and hear from a surprise guest who snuck their way in!), this episode is for you.

---

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

---

EPISODE RESOURCES:

👉 Follow Jeremy Schneider on Instagram

✏️ Grab the Episode Show Notes

📘 Check Out My New Book: More Than Money

📊 Get Your Free Retirement and Tax Analysis

  continue reading

228 episodes

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