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Retire With Purpose - The Retirement Podcast

299: You Need to Avoid These 5 Retirement Planning Mishaps. Here's How

Retire With Purpose - The Retirement Podcast

Casey Weade

Investing, Business, Self-improvement, Education

4.7564 Ratings

🗓️ 1 July 2022

⏱️ 26 minutes

🧾️ Download transcript

Summary

This week's retirement reading is from Kiplinger titled, The 5 Biggest Regrets People Have About Retirement. 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/299

Show Notes: Howardbailey.com/299

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.

1:02.3

Hey, I'm here today with my good friend and co-host for these Friday editions of the podcast.

1:06.4

I have Marshall Johnson here with me.

1:07.9

Hey, hey.

1:08.7

Hey, and this is our opportunity to cover a trending topic with you.

1:12.6

Marshall and I, we have an opportunity to do a lot of reading throughout the week and share a lot of

1:17.0

articles via text back and forth. And then we'll read them and conversate about them. And we want to

1:22.4

share those articles with you. And we do that in an email. Every single Friday, we offer four articles, trending topics in

1:29.1

the financial planning space, investment space, that latest in tax strategies, and so much more.

1:33.7

We put those in your inbox with bullet points and takeaways, and that makes it so, hey,

1:39.8

you don't have to read the whole 35-page article if you don't want to, but you can dive deeper if you'd

1:44.7

like to. We also offer free white papers and book, giveaways, all kinds of great stuff.

1:49.1

If you'd like to sign up for weekend reading, just shoot us a text.

...

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