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Retire With Purpose - The Retirement Podcast

101: Observations from the Brink of Retirement - Weekend Reading

Retire With Purpose - The Retirement Podcast

Casey Weade

Self-improvement, Business, Investing, Education

4.7564 Ratings

🗓️ 27 December 2019

⏱️ 24 minutes

🧾️ Download transcript

Summary

This week's retirement reading is from Kiplinger, titled Observations from the Brink of Retirement. 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/101 

 

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/101

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

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 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.

1:02.3

Hey, y'all. You got Casey here. Joining me as my good friend and co-host, Marshall Johnson.

1:07.1

Hey, hey. I want to call this special edition, but it's really a regular edition. We do this every single Friday. And what we're doing is we've, we were doing a series of different episodes in the retirement planning process, principal of retirement planning, but we are getting back into our weekend reading. This is a collection of four articles that I send out every single Friday.

1:29.2

And these are typically current events.

1:31.4

These are trending topics in the retirement planning space.

1:34.1

Could be on taxes.

1:35.4

It could be on social security.

1:37.1

Could be the latest investment strategies.

1:39.0

Retirement income strategies all designed to keep you on top of those latest trends

1:43.0

so that you can make the best and most

1:45.0

informed decisions for your retirement, ultimately leading to greater confidence while you're in

1:50.5

retirement. And if you want to sign up to get these articles, you can do that at retire with

1:54.7

purpose.com. Just scroll on down to weekend reading. We'll get those to you every single Friday,

...

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