187: Introducing a Hierarchy of Financial Wellness
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 22 January 2021
⏱️ 24 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from FPA written by Chris Heye, titled Introducing a Hierarchy of Financial Wellness. 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/187
Show Notes: Howardbailey.com/187
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 | Hey, what's up, y'all? This is Casey, and I am joined by my good friend Marshall here, and |
| 1:07.2 | what are we here to do? We're here to cover another weekend reading article from our weekend reading for retirees email series. That is an email that goes out every single Friday, four articles, commentary from myself on trending topics in the retirement planning space, or just topics that are designed to help you make better decisions in retirement. This week, we're going to highlight an article that came to us from the Financial |
| 1:29.0 | Planning Association, the FPA, but that's not one that, you know, your average Joe off |
| 1:35.0 | the streets. |
| 1:35.8 | Not digging in Leo. |
| 1:37.0 | I've been reading FPA material for years, and I really enjoy it. But it isn't the most exciting read |
| 1:48.5 | because it's an industry article that it was written here in order to help financial planners |
| 1:53.9 | become better financial planners. Yeah, scholarly, right? There's 17 citations in this article. |
| 1:59.2 | Yeah. But I think those are the ones that provide some of the most |
| 2:03.7 | value for you because you're not reading an article that was written to sell you something. |
| 2:09.3 | You're written an article that is written to train a financial plan or something, and now |
| 2:14.3 | isn't that what you really want? You want some financial planning training? Well, here you go. |
... |
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