196: How 10 Types of Retirement Income Get Taxed
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 5 March 2021
⏱️ 26 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from Kiplinger, titled How 10 Types of Retirement Income Get Taxed. 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/196
Show Notes: Howardbailey.com/196
Rate & Review the Podcast: RetireWithPurpose.com/review
Sign Up to Casey's Weekend Reading Email!
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
Click on a timestamp to play from that location
| 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 | Hey, what's up, y'all? |
| 1:03.5 | This is Casey, and I am joined by my good friend Marshall, as I am for these Friday editions, |
| 1:07.9 | where we cover one of the four articles that we send out as part of our |
| 1:11.4 | weekend reading for retirees email series all on trending topics in the retirement planning space. |
| 1:16.3 | You can sign up at retire with purpose.com. |
| 1:18.1 | We want to highlight one of those articles for you here on the show. |
| 1:22.5 | And I want to say, not that this was the best article of the four that we sent out. |
| 1:27.5 | There were some good articles in there. |
| 1:29.4 | One in particular was on long-term care. |
| 1:31.7 | Yeah, single premium. |
| 1:33.2 | We just felt it was a little too product-specific and complex. |
| 1:38.0 | There's some visuals in there that I think would be really helpful. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Casey Weade, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Casey Weade and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.