107: A Widow's Broker Made a Huge Mistake - Weekend Reading
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 24 January 2020
⏱️ 18 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from Kiplinger, titled A Widow's Broker Made a Huge Mistake. 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/107
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/107
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
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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. |
| 1:02.3 | What's up, y'all? This is Casey Wee, joining me my good friend Marshall Johnson. Hey, hey, |
| 1:07.5 | with me. Just a couple of certified financial planner practitioners here to share with you a wealth of information. And this is our weekend reading edition of the podcast. And this is our opportunity to highlight one of the four articles that we send out every Friday. For those of you that already signed up for a weekend reading, you will have received an email |
| 1:27.8 | today that would have an article that we're going to spotlight out of the four that we're in that |
| 1:32.9 | article, in that email. |
| 1:34.9 | We're going to talk through it here with you. |
| 1:36.7 | So hopefully you've already read the article. |
| 1:38.4 | Now you're going to be able to hear our opinion. |
| 1:40.9 | So we can just go a little bit deeper here on the podcast with you. If you're not |
| 1:45.5 | signed up for weekend reading, go over to retirethpurpose.com. You can click on the podcast tab. |
| 1:50.8 | You can go ahead, click in the show notes. You'll see in the show notes a link to this article. |
| 1:55.7 | You'll also see the ability to sign up for weekend reading, and that will get you four articles on |
| 2:01.3 | trending topics in the retirement planning space sent to your inbox every single Friday |
... |
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