259: Consider the Source – How to Cut Your Tax Bill

Retire With Purpose - The Retirement Podcast

Casey Weade

Investing, Business, Self-improvement, Education

4.7 • 564 Ratings

🗓️ 24 December 2021

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This week's retirement reading is from The Street titled, Consider the Source – How to Cut Your Tax Bill 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/259.

Show Notes: Howardbailey.com/259

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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 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 you've always imagined and deserved.
0:57.9	Welcome to the show.
1:02.4	What's up, y'all?
1:03.4	Today I am here with Marshall Johnson.
1:06.3	As I am, every Friday, Marshall's always here to give me a little hey, hey, and Wisey here.
1:11.7	He's here to help us cover one of our four weekend reading articles that we send out every single Friday.
1:18.1	We do a deep dive and scour the internet for what we find to be some of the most insightful and trending articles that are out there that we want to put in front of you so that you make better decisions and also share these with your friends so that they can make better decisions on the way to and through retirement.
1:35.0	The stories I get to hear on the impact that's not just made for you, but some of the stories that I love hearing are individuals, grandparents, parents that are sending their children these topics and seeing the impact in their children's or grandchildren's lives.
1:51.7	So please, by all means, keep those emails coming.
1:54.5	You can always email me at info at howard bailey.com.
1:58.6	Love to hear the stories of impact.
2:00.7	So please do that. If you want to sign up to receive our weekly email, you can do that at retire with purpose.com and also get a link to share in the show notes at retire with purpose.com. We're going to be highlighting an article for you here that comes to us from the street. And it is titled Consider the Source, How to Cut Your Tax Bill.
2:20.8	Yeah, I love it here. This is a great article that right out of the top, he says,
2:24.0	by taking the time to study where the government siphons off the most income from taxpayers,
	...

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