Episode Details

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