256: An Actuarial Process for Better Decisions in Retirement
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 10 December 2021
⏱️ 27 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from Advisors Perspectives titled, An Actuarial Process for Better Decisions in Retirement. 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/256.
Show Notes: Howardbailey.com/256
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 |
| 0:33.7 | by 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. |
| 1:02.2 | Hey, what's up, y'all? Today, I am here with Marshall Johnson. |
| 1:07.4 | Hey, hey. Marshall is always here for these Friday editions. Yes, sir. Just another certified financial planner set of eyes. We like to operate as a team here at Howard Bailey Financial. And you know what, Marshall, sometimes he's just the fun guy and I'm the boring guy. We like to mix it up a little bit. The spreadsheet guy over there. I'm the fun guy. Sometimes we trade roles, though. We trade roles from time to time, |
| 1:28.3 | but I like that we have a team approach. And I think we bring more to this conversation when we |
| 1:33.3 | have two heads that are coming together for that, or two mouths in this particular situation. |
| 1:39.0 | We like to spotlight one of the four articles that we sent out to you as part of our weekend |
| 1:43.5 | Reading for Ret retirees email series |
| 1:45.5 | right here every Friday. You can get a link to this particular article and sign up for future |
| 1:52.3 | weekend reading emails at retire with purpose.com. The article we're going to be spotlighting for you |
| 1:58.1 | today is a little nerdy, but there's a lot of value |
| 2:01.6 | that's packed in here. |
| 2:02.7 | It comes to us from advisor perspectives. |
| 2:05.3 | That is a website designed for financial advisors to keep them up to date on the quickest, |
... |
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.