314: 5 Things to Evaluate for a Tax-Managed Retirement Plan
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 9 September 2022
⏱️ 25 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from Advisor Perspectives titled, Five Things to Evaluate in a Tax-Managed Investment Strategy. 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/314.
Show Notes: Howardbailey.com/314
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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. |
| 0:18.4 | His newest book, Job Optional, is a Wall Street Journal bestseller |
| 0:22.1 | and is available now on Amazon and at Retirewithpurpose.com. He's your host on Retire with Purpose. |
| 0:29.0 | Hey, I'm Casey, and I believe in retirement strategies that are driven by meaning and purpose. Join me |
| 0:36.5 | 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. |
| 0:57.8 | Welcome to the show. |
| 1:02.2 | Hey there, ladies and gentlemen, I am here today with my good friend and co-host for these |
| 1:06.4 | Friday editions of the podcast. |
| 1:08.0 | We've got Marshall Johnson here with me. |
| 1:09.5 | Hey, hey. |
| 1:10.3 | Boy, and this is our opportunity to discuss a weekend reading article with you. We do this every Friday. |
| 1:15.5 | We send out a weekend reading email, and that is four articles embedded in there. Marshall and I, |
| 1:20.7 | we sit through all the garbage out there in the internet, and we distill it down to, hey, |
| 1:24.6 | these are four articles that can add tremendous value to your life. |
| 1:28.2 | Everything from the latest in tax strategies, investment strategies, retirement income strategies, |
| 1:33.1 | what's going on politically, geopolitically, economically. |
| 1:36.5 | There's so much to consider. |
... |
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