136: Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 5 June 2020
⏱️ 33 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
This week's retirement reading is from Kitces, titled Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members. 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/136
Show Notes: Howardbailey.com/136
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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 free retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.3 | His newest book, Job Optional, is a Wall Street Journal |
| 0:21.5 | 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 |
| 0:34.0 | 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 discussing |
| 0:46.2 | trending topics that could impact your bottom line. These discussions can help you make better |
| 0:52.1 | 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 Weed. As always, on Friday here. It's our special weekend reading for retirees episodes. So Marshall Johnson |
| 1:12.2 | has joined me. Hey, hey. And this is our chance to outline one of the four articles that we set you |
| 1:16.9 | here this Friday. And this week, we have picked one from Kitts's. Michael Kitts. He has a blog |
| 1:25.3 | at Kitts.com. This is actually designed for financial planners. So it can get real in-depth and real long. If you're not a reader, this article was about 16 pages long. So you might enjoy listening to us discuss the article a little bit more than you do reading the article because again they're designed to teach us things. |
| 1:45.3 | They're designed to teach me something. They're designed to see Marshall something and all the other great financial planners out there. |
| 1:50.4 | They want to make us better. And I end up sharing actually quite a few of Kitsas articles inside of weekend reading when I find a relevant one that's relatively say, relatively readable. We do have quite a few |
| 2:02.3 | engineers that like to listen in. There are quite a few very sophisticated subscribers that we have, |
| 2:07.9 | and so I try to provide a blend of both, whether that's being very sophisticated and complex |
| 2:13.3 | to quite the opposite, very general, and something that's very easy to read. So I want to provide that diversity, but I also want to provide the opposite, very general and something that's very easy to read. |
| 2:17.8 | So I want to provide that diversity, but I also want to provide something that is very factual |
| 2:23.0 | and not sales-based. |
| 2:24.9 | I want you to get really, really get quality information out of reading these articles, |
... |
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