Tag: Podcast

Episode 61 of the NewRetirement podcast is an interview with Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group. Given that our users have about 70% of their investable assets in qualified savings accounts (e.g. 401(k)s and IRAs), representing tens of billions of dollars in savings, we thought it would be interesting to talk with an expert about how company retirement plans are evolving over time. Listen Now: Don’t miss out on future episodes: subscribe on iTunessubscribe on Stitcher And, join our private Facebook Group to...

Episode 60 of the NewRetirement podcast is an interview with Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — and discusses tax and legacy planning, as well as what are and how to use Donor Advised Funds (DAFs). Listen Now: Don’t miss out on future episodes: subscribe on iTunessubscribe on Stitcher And, join our private Facebook Group to discuss this podcast, suggest topics and learn with our growing community. Callouts: The Stay Wealthy PodcastDefine Financial Full Transcript of Steve Chen’s Interview with Taylor Schulte:...