288: How to Seek Out Unbiased Financial Advice with Jeff Levine
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 9 May 2022
⏱️ 64 minutes
🧾️ Download transcript
Summary
Today, I'm talking to Jeff Levine. Jeff is Chief Planning Officer at Buckingham Wealth Partners, a lead financial planning nerd at Kitces.com, home of the popular Nerd's Eye View blog, and a regular contributor to ThinkAdvisor. He's also the Founder of Fully Vested Advice, Inc., where he provides financial education and consulting services to industry professionals.
Jeff is a thought leader in the field of evidence-based planning concepts and strategies and excels at distilling complex financial laws and policies into understandable resources. His expertise has allowed him to train countless advisors as they help guide their clients to achieve their financial goals.
I'm such a huge fan of Jeff's work, and I just love the advice and insights he offers the world as I reference a lot of his research often with my own clients.
In today's conversation, we'll discuss why stepping into retirement is hard no matter how well you've planned and what to look for when seeking out unbiased advice from a potential financial advisor. He also shared his thoughts by answering a few questions that were submitted by our Weekend Reading audience. We definitely covered some hot topics; I hope you'll get a lot of value from this episode.
In this podcast interview, you'll learn:
- What Kaizen is and how to apply it to your life and well-being.
- Why retirement has turned into a more gradual process for so many people.
- How to make sense of financial advice, determine whether it's any good, and identify bias.
- How the financial services industry is evolving to provide better value to clients.
- The optimal percentage of Roth versus traditional IRAs to have as you approach retirement.
- How to maintain a diversified bond portfolio with the potential for additional interest rate increases.
- Why Jeff thinks taxes are likely to rise and how to navigate these changes.
Show Notes: Howardbailey.com/288
Rate & Review the Podcast: RetireWithPurpose.com/review
Weekly Retirement Newsletter: 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 |
| 0:55.0 | you've always imagined and deserved. |
| 0:57.9 | Welcome to the show. |
| 1:02.3 | Today I'm having a discussion with none other than Jeffrey Levine. |
| 1:07.2 | Jeff is the chief planning officer at Buckingham Wealth Partners and a lead financial planning nerd at kitsis.com, home with a popular nerds eye view blog, which you often hear us discuss here on the show. |
| 1:20.4 | He's also a regular contributor to Think Advisor and the founder of Fully Vested Advice, Inc., where he provides financial education and consulting |
| 1:29.9 | services to industry professionals such as ourselves. Jeff is a thought leader in the field of |
| 1:36.2 | evidenced-based planning concepts and strategies and excels at distilling complex financial |
| 1:42.0 | laws and policies, concepts into understandable resources. |
| 1:46.5 | His expertise has allowed him to train countless advisors as they help guide their clients to achieve their financial goals. |
| 1:54.5 | I'm such a huge fan of Jeff's work, and I just love the advice and insights that he offers the world as I reference |
| 2:02.0 | so much of his own research here on the show, often with my own clients. And you also see |
| 2:07.4 | many of his articles showing up in our weekend reading for retirees email series. And our |
| 2:12.2 | conversation today will be discussing why stepping into retirement is hard no matter how well you've planned |
... |
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