090: 4 Big Considerations Before You Retire - Weekend Reading
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 8 November 2019
⏱️ 29 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from The Balance, titled 4 Big Considerations Before You Retire. 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/90
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/90
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading
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
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and |
| 0:11.3 | retirees maximize their financial confidence. Casey Weed is a certified financial planner and |
| 0:17.0 | best-selling author with his newest book, Job Optional, available now on Retirewithpurpose.com and Amazon. |
| 0:24.6 | He's your host on Retire with Purpose. |
| 0:27.2 | 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 |
| 0:36.5 | and experts in the field of finance, |
| 0:39.3 | 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. |
| 0:55.8 | What's up, y'all? |
| 0:56.6 | This is Casey. |
| 0:57.4 | I've got my good friend and co-host, Marshall Johnson, here with me. |
| 1:00.7 | Hey, hey. |
| 1:01.3 | And I know if you've been following along, we've been doing our step-by-step retirement |
| 1:06.8 | planning process with you. |
| 1:08.2 | We covered a purpose. |
| 1:09.8 | We covered liquidity. |
| 1:12.0 | We told you next time we're going to cover income. And we are. However, we want to take a little segue because we've got an |
| 1:17.3 | article in our weekend reading for retirees and pre-retirees that I just really enjoyed. And I think |
| 1:23.2 | it can give you a lot to think about if you're at the stage where you're doing your retirement |
| 1:28.4 | planning, you're maybe five, 10 years from retirement, there are some things that you need to |
| 1:33.8 | start thinking about. And we just had someone review the podcast the other day that said they |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Casey Weade, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Casey Weade and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.