151: Navigating Income Harvesting Strategies: 0% Capital Gains VS Partial Roth Conversions
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 14 August 2020
⏱️ 42 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from Kitces, titled Navigating Income Harvesting Strategies: 0% Capital Gains VS Partial Roth Conversions. 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/151
Show Notes: Howardbailey.com/151
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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 | What's up, y'all? This is Casey Weed. |
| 1:04.6 | And joining me is my good friend and co-host, Marshall Johnson, here with me for our weekend reading edition of the Retire with Purpose |
| 1:13.0 | podcast. This is our opportunity to highlight one of the four articles that we sent out this |
| 1:17.4 | past Friday for those for you that have signed up for weekend reading for retirees. |
| 1:22.2 | And this week, we're going to be highlighting, woo, why to dozy. |
| 1:26.5 | Just a beast of an article.? Just a beast of an article. |
| 1:28.0 | It's a beast of an article. |
| 1:29.2 | It was just perfect for us to have this discussion on the podcast because it is something |
| 1:34.2 | that I think needs broken down and we need to make sure there's some things that are highlighted |
| 1:39.2 | in this article as well. |
| 1:40.7 | You may have gotten the email, checked out the article, got overwhelmed about a quarter of the way through, and now you find yourself over here. Probably not even that far, like maybe the first page. So that we can help break this down in a more easy to understand format. Again, if you want to link to this particular article, check it out in the show notes. You can go to RetirewithPurpose.com. |
| 2:04.6 | And again, show notes right there, link to the article, share it with your friends. This is a very important topic. Michael Kitzis is one of the top retirement researchers that exist |
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