281: Stop Trying To Optimize Your Retirement Plan
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 8 April 2022
⏱️ 19 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from Forbes titled, Stop Trying To Optimize Your Retirement Plan. 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/281.
Show Notes: Howardbailey.com/281
Rate & Review the Podcast: RetireWithPurpose.com/review
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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 deserved. |
| 0:57.9 | Welcome to the show. |
| 1:02.5 | Ladies and gentlemen, I am here with my good friend Marshall Johnson for this special Friday edition of the podcast. |
| 1:08.5 | Hey, hey. |
| 1:09.0 | Hey, this is our opportunity to uncover a weekend reading article with you and dive in deep and share some of our personal takeaways and highlights from the article. |
| 1:18.6 | We do this every Friday as we pick out one of the four articles that we send to your inbox every Friday as a weekend reading subscriber. |
| 1:25.4 | So all you have to do to sign up, go to retirethpurpose.com, first name and email. |
| 1:29.4 | We'll get you signed up to receive that email every Friday on four articles on trending topics |
| 1:34.0 | in the financial planning space, all designed to help you make better decisions on your way |
| 1:38.5 | to and through that job, optional lifestyle, everything from the latest in investments, interest rates, economic trends, |
| 1:48.4 | tax planning, et cetera. We provide all types of valuable information in there, along with |
| 1:54.0 | invitations to special events and guest webinars and free book offers. It is a treasure trope of resources. |
| 2:02.5 | Again, sign up at retire with purpose.com. |
| 2:04.4 | You can also get a link to this particular article. |
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