135: 4 Reasons Your Taxes In Retirement May Be Lower Than You Think - Weekend Reading
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 29 May 2020
⏱️ 25 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from Forbes, titled 4 Reasons Your Taxes In Retirement May Be Lower Than You Think. 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/135
Show Notes: Howardbailey.com/135
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. |
| 1:02.4 | Hey, what's up, everyone? This is Casey Weed joining me, my good friend, Marshall Johnson. |
| 1:07.9 | Hey, hey. |
| 1:08.4 | Joining us as he does every Friday to walk us through one of our weekend reading articles. |
| 1:13.3 | So we are going to be spotlighting one of those weekend reading articles from Forbes here with you. |
| 1:19.2 | And this one is titled, Four Reasons, Your Taxes in Retirement May Be Lower than You Think. |
| 1:25.3 | You can get a link to this particular article right there in the show |
| 1:29.9 | notes, share it with all your friends. And I think for some of you that have been listening for |
| 1:36.2 | some time, so if you've listened to the last 130 episodes, then you probably recognize |
| 1:41.8 | that Marshall and Casey here are pretty pessimistic about the future of tax rates. |
| 1:50.0 | You can say optimistic. I'm optimistic that they're going to be substantially higher in the future than they are today. |
| 1:54.9 | Passionate about getting that message out to the masses. |
| 1:58.0 | Yeah, but we take an unbiased approach here. |
... |
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