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Retire With Purpose - The Retirement Podcast

224: The Mysterious Order of Asset Withdrawal

Retire With Purpose - The Retirement Podcast

Casey Weade

Education, Business, Self-improvement, Investing

4.7564 Ratings

🗓️ 16 July 2021

⏱️ 23 minutes

🧾️ Download transcript

Summary

This week's retirement reading is from The Street, titled The Mysterious Order of Asset Withdrawal. 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/224

Show Notes: Howardbailey.com/224

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 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

Ladies and gentlemen, I am joined today by my good friend and co-host for these Friday editions of the podcast.

1:08.0

We have Marshall Johnson here with me.

1:09.8

Hey, hey.

1:10.6

And this is our opportunity to cover one of the four articles We have Marshall Johnson here with me. Hey, hey. And this is our opportunity

1:11.7

to cover one of the four articles we sent you out as part of our weekend reading for retirees this

1:16.6

past Friday. We sent out four articles with summaries and takeaways on various topics that could

1:21.9

impact your bottom line in retirement. And over the course of your financial life, you can sign up for

1:27.3

weekend reading at

1:28.0

retirethpurpurpose.com. You can also get a link to this article in the show notes that you

1:32.3

will find under the podcast tab there. This article comes to us from The Street. The Street.

1:37.9

And it is titled The Mysterious Order dot, dot, dot, dot, dot of asset withdrawal.

1:48.1

Ooh, I like that dot, dot, dot, dot. It gives it a dramatic feel when she says the mysterious order of withdrawals. Oh yeah. And this comes to us from a certified financial

...

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