311: Dying with Zero Dollars: Should It Be Part of Your Estate Plan?
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 26 August 2022
⏱️ 24 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from Of Dollars and Data titled, Should You Die With Zero? 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/311.
Show Notes: Howardbailey.com/311
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 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 |
| 0:55.0 | you've always imagined and deserved. |
| 0:57.9 | Welcome to the show. |
| 1:02.5 | What's up, y'all? |
| 1:03.4 | I'm here today with my good friend and co-host for these special Friday editions of the podcast. |
| 1:07.5 | Marshall Johnson here with you. |
| 1:08.6 | What's up, buddy? |
| 1:09.6 | Glad to be here. |
| 1:10.5 | Man, this is our most exciting time of the day, right? This is our opportunity to just have fun with each other. Yeah, we get to dig into some fun stuff that came of our weekend reading for retirees email series. So we take one of the four articles that we send out every single Friday, and we like to highlight that here with you, do a deeper dive, share some takeaways as well. |
| 1:30.2 | Maybe you're not a reader and you just are a listener. |
| 1:32.4 | Well, this is your opportunity to listen. |
| 1:34.3 | You can also get a link to the article we're going to cover with you in the show notes and sign up for weekend reading at retire with purpose.com or just text us W.R. to 866, 482, 9559. You'll not only get the |
| 1:47.9 | articles, but you'll also get special invites to events and webinars, book giveaways, |
| 1:52.7 | white paper giveaways, early invitations to ask our guest questions before we interview them, |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Casey Weade, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Casey Weade and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.