247: The Good News for Upcoming Retirees
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 29 October 2021
⏱️ 19 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from Morning Star titled, The Good News for Upcoming Retirees. 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/247.
Show Notes: Howardbailey.com/247
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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. |
| 0:18.4 | 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 |
| 0:34.1 | 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 you've always imagined and deserved. |
| 0:57.9 | Welcome to the show. |
| 1:02.4 | Hello, ladies and gentlemen, I am here today with my good friend Marshall Johnson for this weekend reading edition of the podcast. |
| 1:28.1 | What is weekend reading? That is a series of emails that come out every single Friday directly to your inbox with four articles on trending topics in the retirement planning space. You can sign up at retire with purpose.com. Also get a link to this particular article. We're about to highlight for you in the show notes right there under the podcast tab. This one comes to us from Morningstar and is titled The Good News for |
| 1:34.5 | Upcoming Retirees. Good news. We don't ever talk about good news. And we do too. Yeah. |
| 1:40.5 | It just feels like there's a lot of doom and gloom out there. Oh, retirement crisis. |
| 1:45.7 | Taxes are going to be sky high. |
| 1:47.4 | So security is going to collapse. |
| 1:49.1 | We do have some of those guests. |
| 1:51.6 | But I like to think that we're not those people. |
| 1:54.9 | We want you to know the reality of the situation and what we're facing in the future |
| 1:58.6 | and some of the challenges we're already facing here today. |
| 2:01.9 | But I think it's also nice to hear some positive news every once in a while. |
| 2:06.9 | And this article, you know, it's not just positive news, but I think it's actionable news, actionable advice at the same time. |
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