185: Estate Planning for 'Black Sheep' Beneficiaries
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 15 January 2021
⏱️ 24 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from Kiplnger, titled Estate Planning for 'Black Sheep' Beneficiaries. 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/185
Show Notes: Howardbailey.com/185
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 |
| 0:55.0 | you've always imagined and deserved. Welcome to the show. |
| 1:02.4 | Hello, guys and gals. This is your host of the Retire with Purpose podcast. This is Casey, |
| 1:06.6 | and I'm joined by Marshall. You're with me to cover our weekend reading article. |
| 1:12.5 | That's right. |
| 1:13.0 | We're going to cover one of the four articles, as we always do, on these Friday editions |
| 1:17.0 | that you received in the email we send out every single Friday with trending topics in the retirement planning space. |
| 1:22.7 | We are going to be covering an estate planning article. |
| 1:27.2 | However, before we do that, we had an interesting |
| 1:30.0 | question that we utilized on our retire with purpose radio show. You can listen to past radio |
| 1:36.5 | episodes at retire with purpose.com. Check it out on SoundCloud. And this was our question of the day. |
| 1:42.6 | We always do a question of the day on the show. |
| 1:44.5 | And it was, over the next 25 years, how much wealth is projected to be passed down from today's retirees to succeeding generations? |
| 1:53.4 | The potential answers were $560,000, $3.2.5 billion, $68 trillion. I think the answers, well, it's probably not going to surprise you, but it is astounding. |
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