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.

Hey there, guys and gals, this is Casey Weed, joining you for our Friday special edition with my good friend Marshall Johnson here with me, just a couple of CFP

practitioners covering our weekend reading article number one. So we sent you up four articles

this Friday. We like to cover one of those with you to offer our personal thoughts. And this

was one that stood out to us. I think this is a really important topic to be

covering right now. We experienced an unprecedented time. Now we've got unprecedented opportunities,

just like we did then. It hasn't changed. There are still huge opportunities out there. This one

comes from AARP. It is titled, A Rare Second Chance to Protect Nest Egg Savings. And I kid you not. When we had the market down 30%, what were you talking about? We were talking about opportunities. We were talking about tax loss harvesting. We were talking about Roth conversions. Now we flip it. Right now we've got an unprecedented market rebound that put you in a

position where you can make changes that maybe you wouldn't, maybe you wanted to make when the market

was down, but you couldn't. We've had the quickest drop, the fastest recovery. This is a huge opportunity.

Oh, such a great opportunity. And I think there's so many folks that are sitting there today that were terrified in March, right? They looked at their statements and they were mortified. But now there's a handful of those that are going to go, okay, it's back. I'm good. You know, I wonder if some people are out there going, Casey's always so positive. My wife and I were talking about it last night. We have our director of operations,

and Marshall, you've said it before, it's like, you guys are always so positive. Like anything that you could see as a negative. You figure out the positive in it. But it's a real thing. It's a real thing. The glass is not half empty. It's not half full. It's full all the time. Yeah. Well, and I think it's a lifestyle. You've chosen to kind of view the world in such

a way that the challenges are opportunities, and that's a great mindset. It's a growth mentality.

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