087: Retirement Planning, Step 1: Purpose
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 25 October 2019
⏱️ 20 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
Today is the start of a 6-part series that is going to outline our retirement planning process. We kick off the series with our first step, "Purpose". Find out more during today's conversation at Howardbailey.com/87
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/87
Rate & Review the Podcast: RetireWithPurpose.com/review
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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 Weed is a certified financial planner and best-selling author with his newest book, Job Optional, |
| 0:20.5 | available now on Retirewithpurpose.com and |
| 0:23.6 | Amazon. He's your host on Retire with Purpose. Hi, I'm Casey, and I'm thrilled you're joining me |
| 0:29.9 | this week and every week as we discuss thoughts and ideas from some of today's most successful |
| 0:35.7 | retirees 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. Welcome to the show. |
| 0:52.1 | Hey, what's up, y'all? This is Casey. Joining me as my good friend and co-host, Marshall Johnson. |
| 0:57.4 | Hey, hey. And we are here to take a little segue from our typical weekend reading releases that we do |
| 1:04.3 | every Friday. And usually it's one article. We'll usually take out of our weekend reading for |
| 1:10.3 | retirees and pre-retirees. |
| 1:12.3 | Out of the four articles, we send you every single Friday, we'll pick one. We'll talk about it |
| 1:16.0 | right here in the podcast. You can still sign up for those things. They're still going out every |
| 1:20.0 | single Friday. However, every once in a while, we like to talk about something different. |
| 1:24.5 | Something's on our mind, not just the media's mind. And this is |
| 1:28.9 | planning. And we want to share with you our planning process. We call that the purpose-based |
| 1:35.4 | retirement that results in having your assets set up in a way to have them with purpose. That is a |
| 1:42.4 | purpose-based allocation. And so our process is that purpose-based retirement, the product, if you will, that deliverable that you receive at the end of the planning process is the purpose-based allocation. And as we're creating this, we're going to walk you through all those different stages, that first one's purpose, then we're going to talk about liquidity. We're going to talk about income. We're going to talk about growth. We're going to talk about estate |
| 2:03.7 | planning and tax planning. And we're going to do one episode devoted to each one of those things. |
| 2:09.7 | But I truly believe that we cannot step into a financial planning discussion, definitely a |
| 2:16.2 | retirement planning discussion without truly |
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