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Retire With Purpose - The Retirement Podcast

215: Can You Retire with a Nest Egg That's Too Big?

Retire With Purpose - The Retirement Podcast

Casey Weade

Education, Business, Self-improvement, Investing

4.7564 Ratings

🗓️ 4 June 2021

⏱️ 25 minutes

🧾️ Download transcript

Summary

This week's retirement reading is from Kiplinger, titled Can You Retire with a Nest Egg That's Too Big? 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/215. 

Show Notes: Howardbailey.com/215

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 by

0:34.1

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

What's up, y'all? I am here today with my good friend and co-hosts for these Friday

1:06.8

editions of the Retire with Purpose Podcasting. I'm Marshall Johnson here with me.

1:10.2

Hey, hey. And this is our opportunity to outline one of the Retire with Purpose podcast. I'm Marshall Johnson here with me. Hey, hey, and this is our

1:12.2

opportunity to outline one of the four articles that we sent out this past Friday as part of our

1:17.1

weekend reading for retirees email series. That's right. One email every single Friday. Four

1:21.6

trending topics. We like to cover one of those with you here on the show. This week, we're going to

1:26.9

be covering an article from Kiplinger titled, Can You Retire with a nest egg that's too big? Well, if you'd like a link to the article, check out RetirehousePurpose.com right there in the show notes. Share it with all your friends who have nest eggs that are too big. Yeah, I like the You know, we, we've run across families that, you know,

1:46.1

they get into their 80s and they think, holy cow, we've got way more than we intended. We could

1:50.9

have spent more. We could have retired earlier. This could be a problem for something. Yeah,

1:55.1

just that idea of having too much money is, it's kind of weird, weird right how many people have too much money well probably

2:03.7

more than you would you would think because so many people come everybody talks about the retirement

2:08.1

crisis everybody's short on money but it's not everybody not everybody yeah and and how do you

...

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