208: You Need A Little W.H.A.A.M. In Your Retirement Planning
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 30 April 2021
⏱️ 18 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from Forbes, titled You Need A Little W.H.A.A.M. In Your Retirement Planning. 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/208.
Show Notes: Howardbailey.com/208
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 deserved. |
| 0:57.9 | Welcome to the show. |
| 1:02.4 | What's up, y'all? I am joined today by my good friend and co-host for these Friday editions of the Retire with Purpose podcast. |
| 1:08.8 | I'm Marshall Johnson here with me. |
| 1:10.5 | Hey, hey. |
| 1:10.7 | Just another |
| 1:11.2 | certified financial planner practitioner talking shop. However, it's not going to get too |
| 1:16.3 | technical today. We're going to be hitting on kind of a, I wouldn't say it's a softer side |
| 1:20.9 | of retirement article. It's not the harder side of retirement based article, but it is a helpful |
| 1:25.5 | article that we're going to share with you that I do believe will help you make not just better decisions in retirement, but will help you make more confident decisions and actually take action. |
| 1:35.6 | This is an article that we're sharing that was part of our weekend reading for retirees email series. |
| 1:39.6 | You can sign up at retirethpurpose.com. Get article, and get one email every Friday with four articles, |
| 1:45.0 | trending topics in the retirement planning space. You get those in easily digestible bits, |
| 1:50.2 | so we break those down in little summaries. And if you want to go deeper, click on the link, |
... |
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.