In this episode, I’m joined by Taylor Schulte, founder of Define Financial and host of the Stay Wealthy Retirement Podcast. We unpack why retirement, especially early retirement, is far more of a psychological challenge than a financial one. From identity loss to spending anxiety, this conversation highlights the real risks people overlook when planning their exit from work.
As mentioned in this weeks episode, a link to Taylor's own episode that dives deeper into the 4% of stocks that have actually provided shareholder wealth can be found below,
https://open.spotify.com/episode/7qmkmpwrfOpqTKamBD5c7Z?si=1ca3856e3a5440ea
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The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure