Welcome to the Retire with Purpose podcast, a show specifically designed to help free 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, y'all? This is Casey Weed. And joining me is my good friend Marshall Johnson here

for our weekend reading edition of the Retirement with Purpose podcast.

So this is our opportunity to highlight one of the four articles we send out every single Friday as part of our weekend reading to keep you on top of the latest in retirement trends.

And this one comes from a past podcast guest.

So that would be episode number 55 from Dr. David Blanchett,

who is the head of retirement research at Morningstar. And he wrote this article that was

featured in a periodical for financial advisors, which I often like to read myself. This is from Think Advisor.

And it is titled, What's Really Guaranteed with Fixed Rate Annuities, Subtitle, You

Can Get a Multi-Yearantee, Yielding More Than 3%. Is It Too Good to Be True?

And I'm really happy that he wrote this article for a number of different

reasons. I think the reason that this article was written is to educate financial advisors on

opportunities for their clients. Maybe they haven't thought about before. With interest rates

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