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Retire With Purpose - The Retirement Podcast

295: Ego is the Enemy: How to Manage Bias and Investment Risk with a Financial Plan

Retire With Purpose - The Retirement Podcast

Casey Weade

Investing, Business, Self-improvement, Education

4.7564 Ratings

🗓️ 10 June 2022

⏱️ 24 minutes

🧾️ Download transcript

Summary

This week's retirement reading is from The Belle Curve titled, Get Even-itis. 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/295

Show Notes: Howardbailey.com/295

Rate & Review the Podcast: RetireWithPurpose.com/review

Sign Up to Casey's Weekend Reading Email!

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

Click on a timestamp to play from that location

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? I'm joined to Dave. I'm a good friend and co-host for these Friday editions of the podcast.

1:07.6

We've got Marshall Johnson here with me.

1:09.2

Hey, hey. And this is our opportunity to cover a

1:11.7

weekend reading article with you as we do almost every single Friday. Well, one thing we do

1:16.7

every single Friday is we do send out an email every Friday. Now, we don't always pick out

1:22.3

an article from one of those four articles we send out to you and do a podcast on it, but 90%

1:27.3

of the time. But

1:28.2

other 10% of the time, Marcel and I just get really excited about a concept and we want to

1:32.2

share it with you. We may gloss over one every once in a while, but this week we are covering a

1:37.2

weekend reading article with you in that email. You can sign up at Retire with Purpose.com.

1:41.8

And when you do, not only are you going to get those four

1:45.4

articles on trending topics in the financial planning space, all designed to help you make better

...

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