172: Year-End Retirement Planning Deadlines for 2020
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 20 November 2020
⏱️ 30 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from UsNews, titled Year-End Retirement Planning Deadlines for 2020. 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/172
Show Notes: Howardbailey.com/172
Rate & Review the Podcast: RetireWithPurpose.com/review
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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 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 |
| 0:33.7 | by 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. |
| 1:02.4 | Hey, what's up, y'all? |
| 1:03.6 | This is Casey Weed. |
| 1:04.6 | Joining me is my good friend and co-hosts for these Friday special editions. |
| 1:08.3 | Marshall Johnson here with me. |
| 1:10.2 | Hey, hey. |
| 1:10.8 | Just a couple of CFP practitioners doing a little run-through of some of the latest and |
| 1:15.8 | greatest in the retirement planning world. |
| 1:17.5 | The way that we do that is we pick one of the four articles that we send you every |
| 1:21.7 | single Friday as part of our weekend reading for retirees. |
| 1:24.7 | We pick one of those four articles and we spotlight that article for you |
| 1:28.7 | right here. And we have picked one from US News and World Report for our show today. And it is |
| 1:37.3 | titled Year End Retirement Planning Deadlines for 2020. Pretty basic, but extremely important. |
... |
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