175: Year-End Tax Planning Under The Forthcoming Biden Presidency
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 4 December 2020
⏱️ 29 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from Kitces, titled Year-End Tax Planning Under The Forthcoming Biden Presidency. 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/175
Show Notes: Howardbailey.com/175
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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 deserve. |
| 0:57.9 | Welcome to the show. |
| 1:02.4 | Hello there, guys and gals. |
| 1:04.1 | This is your host, Casey Weed, and I am joined, as I always am, for these Friday editions with my good friend and co-host and world-renowned |
| 1:12.5 | financial ex-way. I might have been puffery. In my world, he is a world-renowned. In my world, |
| 1:19.2 | you are a world-renowned financial planner. And my personal financial planner, Marshall Johnson, |
| 1:24.2 | here with me. So good to be here. And this is our opportunity to highlight one of the four |
| 1:28.6 | articles that we sent out to you as part of our weekend reading for retirees email series. |
| 1:34.4 | If you haven't signed up, go to retire with purpose.com. Go ahead and check out the podcast. |
| 1:39.0 | And where you look at the podcast on the site, you will also find links to the particular article we're |
| 1:45.1 | discussing. You can also sign up to receive all four articles and commentary from ourselves. |
| 1:50.7 | This one comes to us from Michael Kitts's, the Nerds Eye View blog, one of our favorite |
| 1:58.1 | resources for what's latest in the financial planning world that provides |
| 2:03.4 | as about unbiased research as you can get all designed to educate and better financial |
... |
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