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 foremost experts in the field of finance and retirement, as well as

discussing trending topics that could impact your bottom line. These discussions can help you

make better financial decisions so you can live the lifestyle

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

Today's guest is David Lattel. David is the Joseph E. Botner Chair in Research and Professor

Emeritus at the American College of Financial Services, where he teaches

and develops courses and textbooks. In fact, he's the co-creator of the Retirement Income

Certified Professional designation, also known as RICP, and he continues to coordinate its course

curriculum. This is where I was first introduced to David as my professor, so

quite the treat to be able to interview him here with you today. He previously held the

position of Professor of Taxation as well, and he'll be bringing that expertise to the table.

His work has helped countless financial advisors, including myself, better plan for retirement

needs and understand

how to better work with their retired clients. However, for today's conversation, I'm catching

David at a truly interesting time in his life, his own transition into retirement. So how

interesting is it going to be to see how a professor in the field of retirement that studied

...