089: Retirement Planning, Step 2: Liquidity
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 1 November 2019
⏱️ 23 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
Today is the continuation of a 6-part series that is going to outline our retirement planning process. We dive into the second step of the process, "Liquidity"
Find out more during today's conversation at Howardbailey.com/89
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Show Notes: Howardbailey.com/89
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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. Welcome to the show. |
| 0:52.1 | What's up, y'all? Casey here. We've got Marshall Johnson joining us as well. |
| 0:56.2 | Hey, hey. |
| 0:56.9 | For a continued special edition of our Retire with Purpose podcast, we usually do weekend |
| 1:03.3 | reading for retirees every Friday, and we're still sending out our weekend reading emails. |
| 1:08.4 | So if you're looking to stay on top the latest trends in retirement, |
| 1:12.1 | we send out one email every single Friday for articles with trending retirement topics, |
| 1:17.8 | the things that might impact your bottom line in retirement. That could be latest changes in |
| 1:22.6 | taxes, social security, income strategy, investment strategies, health care strategies, long-term care. |
| 1:29.5 | We want to keep you on top of things so that you can make the best decisions about your |
| 1:32.7 | retirement. I also include commentary from myself in those articles. And if you want to get those, |
| 1:39.9 | all you have to do is go to RetirewithPpose.com, scroll on down to weekend reading and get |
| 1:45.0 | yourself signed up. Now, we're taking a little segue from weekend reading to do something I've |
| 1:52.1 | been wanting to do for a while, and that is just walk you through our proprietary planning process. |
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