116: Annuity Age Restrictions: Too Old or Too Young? - Weekend Reading
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 13 March 2020
⏱️ 25 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from TheStreet, titled Annuity Age Restrictions: Too Old or Too Young? 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/116
Show Notes: Howardbailey.com/116
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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 | Hey, what's up, y'all? This is your host Casey Weed, and I've got my good friend here, |
| 1:07.1 | Marshall Johnson, with me. Hey, hey, this is our special edition of weekend reading. We send |
| 1:11.8 | out to you every single Friday accompanied with an email from us with four topics on just |
| 1:18.7 | trending topics in the retirement planning space. So if you're trying to stay up on the latest |
| 1:23.2 | in retirement trends, that could be Medicare, Social Security taxes, whatever's going on in the |
| 1:27.3 | investment world, if you don't want to sit through all those articles, all you have to do is go to retirethpurpose.com and scroll on down to weekend reading and get yourself signed up right in there. First name and email will get you signed up. We're not going to inundate you with emails. No, no. We're just going to provide you the good stuff. And this article we're going |
| 1:45.3 | to spotlight here today. We had some stock market articles, of course, in this weekend's reading. |
| 1:50.6 | However, we also wanted to throw an annuity one in there as well. This came from the street. |
| 1:55.8 | The street is, if you haven't heard of it, I actually became privy to this several years ago. |
| 2:00.1 | And they asked me to, they interviewed me for a particular article. |
| 2:02.9 | I said, who's a straight? |
| 2:04.1 | Well, actually, Jim Kramer. |
... |
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