266: The Problem With Precision In Financial Planning
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 28 January 2022
⏱️ 22 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from Forbes, titled The Problem With Precision In Financial Planning. 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/266.
Show Notes: Howardbailey.com/266
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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 deserve. |
| 0:57.9 | Welcome to the show. |
| 1:02.4 | What's up, y'all? |
| 1:03.3 | I am here today with my good friend and fellow certified financial planner practitioner, Marshall Johnson here with me. |
| 1:09.0 | Hey, hey. |
| 1:10.0 | And we get together every single Friday to talk trending topics with you. And how do we do that? Well, we base it on one of the four articles that we send out as part of our weekend reading for retirees email series. That's one email every single Friday for trending topics in the financial planning space, all designed to help you make better decisions on your |
| 1:28.0 | way to and through retirement. |
| 1:29.7 | You can get a link to the article we're about to highlight for you, as well as an opportunity |
| 1:34.9 | to sign up to receive that email with my takeaways and links to free resources like |
| 1:39.1 | webinars and books and so much more. |
| 1:42.1 | Retirewithpurpose.com, first name and email will get you signed up. |
| 1:45.1 | Check out the podcast tab. |
| 1:46.3 | You'll find a link to this article in the show notes. |
| 1:49.5 | Be sure to share it with your friends and family. |
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