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.

What's up there, podcast fans? This is your host, Casey Weed, and I am joined by my good friend

Marshall Johnson today, as he always does for these special Friday

editions where we cover one of the four articles that came out of our weekend reading

email series, that collection of four articles on trending topics in the retirement planning space

we send out every single Friday. And this week, we're going to be covering an article

that came from a blog post that I came across. It was from

Partners Advantage, and it was titled, Does Conflict Free Advice Exist? And before I pick an article,

I always go, have we talked about this before? So I went back through all like 170 podcasts or whatever it

is at this point. I went back and said, all right, have we ever talked about this? Because it's something

that's always on my mind. And come to find out, we've never actually covered this topic exclusively.

I think we've touched on it from time to time, but what I really loved about

this article is it dove deep, and it really offered up some honest guidance that came from

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