126: 10 Conversations Advisors Should be Having with Their Clients Right Now - Weekend Reading
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 17 April 2020
⏱️ 31 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from Financial Planning, titled 10 Conversations Advisors Should be Having with Their Clients Right Now. 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/126
Show Notes: Howardbailey.com/126
Rate & Review the Podcast: RetireWithPurpose.com/review
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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 |
| 0:21.3 | Journal bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on |
| 0:27.9 | Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven by |
| 0:34.1 | meaning and purpose. Join me this week and every week as we discuss thoughts and ideas |
| 0:40.3 | with some of today's foremost experts in the field of finance and retirement, as well as |
| 0:45.8 | discussing trending topics that could impact your bottom line. These discussions can help you |
| 0:51.5 | make better financial decisions so you can live the lifestyle you've always imagined and deserved. |
| 0:57.9 | Welcome to the show. |
| 1:02.3 | Hey, all, this is Casey Weed, and I am joining you with my good friend and co-host, Marshall Johnson, here with me. |
| 1:08.9 | Hey, hey. |
| 1:09.6 | To have a really important conversation. |
| 1:12.1 | And this conversation comes out of one of our weekend reading articles that we sent out |
| 1:16.3 | this Friday. |
| 1:17.2 | And we send out four articles every single Friday, trending topics in the retirement |
| 1:21.3 | planning space. |
| 1:22.0 | And usually these are quite a variety of different topics. |
| 1:26.4 | Right now, they're very coronavirus focused. What's going on legislatively? What's going on in the markets? Changes you should be making, things you should be thinking about right now. We've stayed very focused on that, however, very diversified as well. There's a lot to talk about when it comes to the coronavirus and the markets right now, |
| 1:46.5 | how it's impacting your retirement. And this was an article that we're sharing with you that I think |
| 1:52.6 | was one of the best articles that we've shared in quite some time. It comes from Financial |
| 1:57.4 | Planning magazine, Financial Planning.com. And the title of the article is |
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