096: Retirement Planning, Step 6: Tax Planning
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 6 December 2019
⏱️ 30 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
Today is the continuation of a 6-part series that outlines our retirement planning process. We dive into the sixth step of the process, "Tax Planning"
Find out more during today's conversation at Howardbailey.com/96
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/96
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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. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.4 | His newest book, Job Optional, is a Wall Street Journal bestseller |
| 0:22.2 | and is available now on Amazon and at Retirewithpurpose.com. |
| 0:26.8 | He's your host on Retire with Purpose. |
| 0:29.4 | Hey, I'm Casey, and I believe in retirement strategies that are driven by meaning and purpose. |
| 0:36.1 | Join me this week and every week as we discuss thoughts and ideas with some of today's |
| 0:41.9 | most successful retirees and experts in the field of finance. |
| 0:46.4 | These strategies can help make you better financial decisions so you can live the lifestyle |
| 0:52.5 | you've always imagined and deserved. Welcome to the show. |
| 1:02.2 | Hey there, this is Casey Weed, joining me my good friend and co-host for today's episode, |
| 1:07.9 | Marshall Johnson, here with me. Such a privilege to have such a close friend here with me and another certified |
| 1:13.4 | financial planner practitioner to discuss retirement with you. |
| 1:17.2 | If you're one that's tuning in, you're wondering, well, what happened to those weekend |
| 1:20.4 | reading episodes that we would do every Friday? |
| 1:22.9 | We're still going to continue doing those after we get done with this series, which |
| 1:26.9 | this will actually |
| 1:27.7 | be the last one in this six-part series that we're doing, and we'll get right back into |
| 1:33.7 | weekend reading. If you're not sure what weekend reading is, that is a collection of four |
| 1:37.8 | articles on trending topics in the retirement planning space that could impact your bottom |
| 1:42.9 | line. We send those out every single Friday |
| 1:45.0 | with commentary from myself, and we typically highlight those articles or pick out at least one of |
... |
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