03.22.2023 - By Taylor Schulte, CFP®
*** 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.) --- 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 (