133: Your Financial Advisor May Not Actually Be An 'Advisor'
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 22 May 2020
⏱️ 28 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
This week's retirement reading is from CNBC, titled Your Financial Advisor May Not Actually Be An 'Advisor'. 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/133
Show Notes: Howardbailey.com/133
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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, what's up guys and gals? This is Casey Wee joining me, my good friend and co-host for these special Friday episodes. |
| 1:09.3 | Marshall Johnson is here with me. |
| 1:10.8 | Hey, hey. This is our opportunity to spotlight one of our weekend reading artists. co-host for these special Friday episodes. Marshall Johnson is here with me. |
| 1:11.2 | Hey. This is our opportunity to spotlight one of our weekend reading articles of which we send four out every single Friday to keep you on top. |
| 1:18.9 | The latest in retirement trends, sign up at retirethpurpose.com. |
| 1:22.0 | And in the show notes, you can get a link to this week's spotlight article. |
| 1:26.5 | And this one comes from CNBC. |
| 1:29.9 | It is titled, |
| 1:30.9 | Your Financial Advisor may not actually be an advisor. |
| 1:35.4 | And it caught my eye when I came across this article because it just really illustrates the confusion in the industry |
| 1:46.3 | within, you know, not just the type of advisor that you might be working with, but just the |
| 1:51.5 | confusion complexity of the industry overall has just compounded itself over the years. |
... |
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