271: What is Comprehensive Financial Planning?
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 18 February 2022
⏱️ 16 minutes
🧾️ Download transcript
Summary
In this week's retirement reading, we will discuss what comprehensive financial planning really is to help you answer the following question: Are you getting the value that you should be receiving? Listen in as Casey Weade defines what comprehensive financial planning means to him and shares his thoughts! Today's episode can also be accessed by visiting Howardbailey.com/271.
Show Notes: Howardbailey.com/271
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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. |
| 1:02.3 | Hello, guys and gals. |
| 1:04.1 | I am here today with my good friend and co-host for these special Friday editions. |
| 1:08.1 | Marshall Johnson's here with me. |
| 1:09.5 | Hey, hey. |
| 1:10.7 | And this is usually our opportunity to cover a weekend reading article with you, which we do |
| 1:15.8 | every single Friday, but every single once in a while, we might take a little divergence |
| 1:20.4 | from that typical Friday edition of the podcast and do something a little different, which |
| 1:26.5 | is what we did today. |
| 1:27.7 | So most of the time, we're covering a weekend reading article that is sent to you every |
| 1:31.7 | single Friday. |
| 1:32.4 | We send out four articles on trending topics in retirement planning space, all designed |
| 1:37.5 | to help you make better decisions about retirement. |
... |
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