221 - How to Prepare for a Retroactive Capital Gains Tax Hike
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 2 July 2021
⏱️ 15 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from Think Advisor, titled How to Prepare for a Retroactive Capital Gains Tax Hike. 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/221.
Show Notes: Howardbailey.com/221
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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 free retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.3 | His newest book, Job Optional, is a Wall Street Journal |
| 0:21.5 | 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 |
| 0:34.0 | 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 discussing |
| 0:46.2 | trending topics that could impact your bottom line. These discussions can help you make |
| 0:51.7 | better financial decisions so you can live the lifestyle you've always imagined and deserve. |
| 0:57.9 | Welcome to the show. |
| 1:02.5 | Hey, what's up, y'all? |
| 1:03.6 | I am here today with my good friend and co-host for these Friday editions of the podcast. |
| 1:08.5 | Got Marshall Johnson here with me. |
| 1:09.9 | Hey, hey. |
| 1:10.6 | This is our opportunity to cover one of the four articles that we send out every single |
| 1:14.5 | Friday as part of our weekend reading for retirees email series, four articles on |
| 1:18.9 | trending topics in the retirement planning space, all designed to help you make better decisions |
| 1:23.8 | in retirement for a link to this particular article. |
| 1:27.3 | Check out the notes page at |
| 1:29.8 | retire with purpose.com. And you can also sign up for weekend reading while you're there. |
| 1:35.4 | First name and email will get you signed up. This article we're going to be highlighting comes |
| 1:40.4 | to us from Think Advisor. And it is titled, How to Prepare for a Retroactive Capital Gains Tax Hike. |
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