Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence.

Casey Wheat is a certified financial planner and president of Howard Bailey Financial.

His newest book, Job Optional, is a Wall Street Journal bestseller

and is available now on Amazon and at Retirewithpurpose.com.

He's your host on Retire with Purpose.

Hey, I'm Casey, and I believe in retirement strategies that are driven by meaning and purpose.

Join me this week and every week as we discuss thoughts and ideas with some of today's

most successful retirees and experts in the field of finance.

These strategies can help make you better financial decisions so you can live the lifestyle

you've always imagined and deserved. Welcome to the show.

Hey, what's going on, y'all? This is Casey joining you with my good friend Marshall Johnson.

Hey, hey. I like to say MJ CFP. This is Marshall Johnson. We'd like to call him

MJ. He's also a certified financial planner practitioner, and boy, does he practice. And so what we're

going to be doing here today is we're going to cover with you a case study. So we get asked all

the time, Casey, you talk to us about a lot of valuable things,

and we learned a lot in your book. And the favorite part that a lot of people have about the books,

they say, we love the case studies, but you don't do that a lot on your radio show, TV show,

podcast. We don't get a lot of those case studies. And that's what I really enjoy. I mean,

one of our most downloaded episodes

of all time was us just talking about a family that we had recently implemented a plan for,

and that's what we're going to do for you today. Now, we still are running our weekend reading

for retirees. So every single Friday, we send out an email, four articles on the latest

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