<p>Today I'm tackling three listener questions with my good friend, Roger Whitney:</p> <ol> <li>Why you don't have to invest in ESG stocks to make an impact</li> <li>How to replenish your emergency fund (+ how much cash is too much)? </li> <li>How to process retirement account withdrawals if you're trying to stay in the 12% tax bracket</li> </ol> <p>If you want to hear our answers to these great (and common!) retirement + investing questions, this episode is for you.</p>

Today I'm tackling three listener questions with my good friend, Roger Whitney: Why you don't have to invest in ESG stocks to make an impact How to replenish your emergency fund (+ how much cash is too much)? How to process retirement account withdrawals if you're trying to stay in the 12% tax bracket If you want to hear our answers to these great (and common!) retirement + investing questions, this episode is for you.

ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals

An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional.

Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? 

Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on this retirement podcast, I'll answer BIG financial questions and help you "stay wealthy" in retirement.

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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on this retirement podcast, I'll answer BIG financial questions and help you "stay wealthy" in retirement.

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ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals

ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals

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