092: Retirement Planning, Step 3: Income Planning
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 15 November 2019
⏱️ 28 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 third step of the process, "Income Planning"
Find out more during today's conversation at Howardbailey.com/92
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Show Notes: Howardbailey.com/92
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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 |
| 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. |
| 0:55.7 | Hey, what's up y'all? This is Casey. I am joined by my good friend here, Marshall |
| 1:00.5 | Johnson. Hey, hey. And this is our chance to typically share with you some recent things happening |
| 1:08.7 | in the retirement planning space. We share with you one of the articles. |
| 1:12.9 | We talk about one of the articles that come from our weekend reading for retirees and pre-retirees. |
| 1:18.2 | That is a collection of four articles we send out every single Friday. We sift through all the |
| 1:23.3 | garbage that's out there on the internet and find you relevant information on things that are |
| 1:27.6 | trending in retirement planning. That could be taxes. It could be investment strategies, |
| 1:32.8 | income strategies, social security, Medicare, things that will impact your bottom line. Last |
| 1:37.3 | week, we shared the four big considerations before you retire. That was episode 90. We took a little segue from a series that we're |
| 1:45.9 | doing right now in order to provide that to you, and we may do that periodically as we finish out |
| 1:50.9 | this six-part series that is retirement planning step-by-step. The step-by-step process, we use |
| 1:58.5 | our proprietary planning process called the purpose-based |
| 2:02.1 | retirement. And I would encourage you to go back to those previous episodes. Make sure this isn't |
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