104: The 9 Types of People You'll Meet in Retirement - Weekend Reading
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 10 January 2020
⏱️ 29 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from Kiplinger, titled The 9 Types of People You'll Meet in 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/104
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/104
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. |
| 1:02.2 | Hey, what's up y'all? This is Casey Wheat. Joining me is my good friend and co-host, Marshall Johnson. |
| 1:07.3 | Hey, hey. And he is joining me, as he does every Friday for our weekend reading for |
| 1:11.9 | retirees special. And this is a collection of four articles. We actually send out every single |
| 1:17.5 | Friday from my desktop to yours with commentary from myself, designed to keep you on top of the |
| 1:23.4 | latest in retirement trends. I think last week we talked a little bit about pension buyouts. |
| 1:29.3 | Historically, we've talked about tax planning opportunities. We talked about the Secure Act |
| 1:33.7 | quite a bit. Actually, that is something we're probably going to spend even more time on in the |
| 1:37.9 | future, since it's a real thing now, changing your required minimum distributions, |
| 1:42.4 | it's affecting your beneficiaries. |
| 1:47.5 | This is a really big deal we'll continue to talk about. |
| 1:51.8 | And if you would have signed up for weekend reading for retirees at retirethpurpose.com, |
| 1:53.7 | you would have already known that. |
... |
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.