241: Why Risk Tolerance Questionnaires Don't Work for Determining Retirement Strategies
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 1 October 2021
⏱️ 26 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from Advisor Perspectives, titled Why Risk Tolerance Questionnaires Don't Work for Determining Retirement Strategies. 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/241.
Show Notes: Howardbailey.com/241
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 deserved. |
| 0:57.9 | Welcome to the show. |
| 1:02.5 | Hey, what's up, y'all? |
| 1:03.7 | I am here today with my good friend and co-hosts for the special Friday editions. |
| 1:07.7 | We've got Marshall Johnson here with me. |
| 1:09.3 | Hey, hey. |
| 1:10.5 | And today we are covering |
| 1:12.2 | one of our four weekend reading articles. We sent out as part of our weekend reading for retirees |
| 1:16.8 | email series. That's four articles with summaries and takeaways, delivered to your inbox |
| 1:21.5 | every single Friday. You can sign up at retire with purpose.com. First name and email will get you |
| 1:26.3 | started. As a bonus for signing up |
| 1:29.0 | for a weekend reading, we will send out an email right before we actually record an interview-based |
| 1:34.2 | podcast, and you can submit your questions there, and then we will present those questions to our |
| 1:38.9 | world-class guests. Today, we are covering an article written by Wade Fow and Alex Merge. |
... |
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.