260: The Most-Overlooked Tax Breaks for Retirees
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 31 December 2021
⏱️ 22 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from Kiplinger titled, The Most-Overlooked Tax Breaks for 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/260.
Show Notes: Howardbailey.com/260
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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. |
| 0:18.3 | 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. |
| 1:02.4 | Hey, what's up you? I am here today with my good friend Marshall Johnson. |
| 1:06.8 | Hey, hey. |
| 1:07.6 | Marshall joins me every single time we release a Friday edition of the podcast. |
| 1:11.2 | This is our opportunity to highlight one of the four articles that we sent out this past Friday. |
| 1:16.6 | We send out four articles every single Friday as part of our weekend reading for retirees email series. |
| 1:22.2 | Four articles on trending topics in the retirement planning space, all designed to help you make better decisions on your |
| 1:28.1 | way to and through retirement. And we like to spotlight one of those here with you. You can sign up for |
| 1:33.3 | weekend reading at retire with purpose.com. You can also get a link to the article we're about to share |
| 1:38.5 | with you in the show notes at retire with purpose.com. This week, we're going to be spotlighting an article from |
| 1:44.7 | Kiplinger, and it is titled The Most Overlooked Tax Breaks for Retirees. |
| 1:51.2 | Oh, you know, I love a good Kiplinger article. Everybody reads Kiplinger, Casey. When I go over to my |
| 1:56.2 | parents' house, there's a Kiplinger on the table, and it's nice to know what they're putting out, |
... |
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