179: Refusing to Retire with Steve Parrish
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 21 December 2020
⏱️ 65 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
Steve Parrish is an Adjunct Professor of Advanced Planning and the Co-Director of the New York Life Center for Retirement Income. He's also an Adjunct Professor at Drake University Law School, where he teaches estate planning.
Steve is an expert in estate and financial planning with a specialized focus in issues of business ownership. He's a regular contributor to Forbes and the Journal of Financial Service Professionals, and he has lent his expertise to outlets including InvestmentNews, MarketWatch, The Wall Street Journal Radio, HR Magazine, and the Journal of Financial Planning.
Today, Steve joins the podcast to talk about the ever-evolving retirement landscape, exit strategy planning for people who have no intention of retiring, even late in life, and the important questions every retiree should be asking their financial advisor.
Show Notes: Howardbailey.com/179
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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 free retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.3 | His newest book, Job Optional, is a Wall Street Journal |
| 0:21.5 | 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 |
| 0:34.0 | 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 discussing |
| 0:46.2 | trending topics that could impact your bottom line. These discussions can help you make better |
| 0:52.1 | financial decisions so you can live the lifestyle you've always imagined and deserved. |
| 0:57.9 | Welcome to the show. |
| 1:02.5 | Today's guest is Steve Parrish. |
| 1:05.5 | Steve is an adjunct professor of advanced planning and the co-director of the New York Life Center for Retirement |
| 1:11.6 | Income planning yet another one of my past professors. He is also an adjunct professor at |
| 1:18.3 | Drake University Law School where he teaches estate planning. Steve is an expert in estate and |
| 1:24.1 | financial planning with a specialized focus and issues of business ownership. |
| 1:29.0 | He's a regular contributor to Forbes and the Journal of Financial Service Professionals. |
| 1:34.2 | And he has lent his expertise to outlets including investment news, market watch, |
| 1:38.3 | the Wall Street Journal, Radio, HR magazine, and the Journal of Financial Planning. |
| 1:43.2 | Today, Steve joins the podcast to talk about the ever-evolving retirement landscape, |
| 1:49.3 | exit strategy planning for people who have no intention of retiring, even late in life, |
| 1:54.8 | and the important questions every retiree should be asking their financial advisor. |
| 1:59.9 | One more thing before we get into our interview, to catch live recordings of our future guests, be sure to head on over to our Facebook page, Facebook.com forward slash Howard Bailey Financial, like our page and click the events tab for upcoming interviews. |
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