084: Setting Up Our Kids For A Successful Retirement
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 11 October 2019
⏱️ 26 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from Forbes, titled Setting Up Our Kids For A Successful Retirement. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/84
Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.
Show Notes: Howardbailey.com/84
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Disclosure:
Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.
Transcript
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| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence. |
| 0:14.5 | Casey Leed is a certified financial planner and best-selling author with his newest book, Job Optional, |
| 0:20.5 | available now on Retirewithpurpose.com and Amazon. |
| 0:24.6 | He's your host on Retire with Purpose. |
| 0:27.4 | Hi, I'm Casey, and I'm thrilled you're joining me this week and every week |
| 0:31.7 | as we discuss thoughts and ideas from some of today's most successful retirees |
| 0:36.4 | and experts in the field of finance, |
| 0:39.2 | excited to be offering you specific strategies that can help you make better financial decisions |
| 0:44.3 | so you can live the lifestyle you've always imagined and deserved. |
| 0:49.4 | Welcome to the show. |
| 0:52.0 | Hey, what's up, y'all? |
| 0:53.3 | This is Casey. |
| 0:53.9 | Joining me is my good friend and co-host, Marshall Johnson. Hey, what's up y'all? This is Casey. Joining me is my good friend and co-host, Marshall Johnson. |
| 0:57.8 | Hey, hey. Marshall's also a certified financial planner and just a good, all-around, just fantastic |
| 1:02.9 | fella. Hey, thanks, buddy. We've been good friends for a long time, and we like to have conversations |
| 1:07.7 | with you present that we often have just between the two of us, |
| 1:11.8 | often around articles that we're reading throughout the week. This is that special edition |
| 1:16.0 | that we do every single Friday, weekend reading for retirees and pre-retirees. And this is a |
| 1:22.5 | collection of articles actually. It's four articles that we send out every single Friday on trending topics in the |
| 1:29.4 | retirement planning world. It could be taxes. It could be the latest in income planning strategies. |
| 1:34.9 | It could be where you should be moving and what you should be thinking about as you transition |
| 1:39.8 | into retirement. Maybe you're thinking about snowboarding. We've always got some good articles on that in there |
... |
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