338: Tax Saving Strategies: How Rethinking Your RMD Can Reap Big Rewards
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 6 January 2023
⏱️ 19 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from the Think Advisor Blog titled, Why Advisors Should Rethink the 'M' in RMD. 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/338.
Show Notes: Howardbailey.com/338
Rate & Review the Podcast: RetireWithPurpose.com/review
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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 designed to help retirees and free retirees |
| 0:11.8 | maximize their financial confidence. Casey Weed is the CEO and founder of Howard Bailey Financial. |
| 0:17.9 | With office locations in Indiana and Ohio and serving clients all across |
| 0:23.0 | the United States virtually, Howard Bailey was voted first place, best financial advisor in 2020, |
| 0:29.2 | 2021 and 2022. Casey is a certified financial planner and Wall Street Journal bestselling author. |
| 0:36.2 | He's your host on Retire with Purpose. |
| 0:39.3 | Hey, I'm Casey, and I believe in retirement strategies that are driven by meaning and purpose. |
| 0:46.1 | Join me this week and every week as we discuss thoughts and ideas with some of today's |
| 0:51.9 | foremost experts in the field of finance and retirement, as well as |
| 0:56.3 | discussing trending topics that could impact your bottom line. These discussions can help you |
| 1:01.3 | make better financial decisions so you can live the lifestyle you've always imagined and deserve. |
| 1:07.3 | Welcome to the show. |
| 1:12.9 | Hey, what's up, everybody? I'm here with my good buddy, Marshall Johnson today. Hey, hey, |
| 1:17.9 | what's up, buddy? I'm just excited to be here talking about trending topics in the |
| 1:21.7 | financial planning world. Yes, sir. That's what we do every single Friday. We'd like to have |
| 1:25.8 | conversations around a trending topic or just something that we think we need to place in front of you right now, something that hit us hard that we want to share with you. |
| 1:35.8 | And then every other Monday, we actually come out with a long form podcast, more conversational podcast, with one of our world-class guests that could have anything to do with the space of retirement. |
| 1:48.0 | More often than not, we'd like to have softer conversations in those long-form conversations that come out or get released every other Monday. |
| 1:55.0 | But what we want to do today is we took an email, we sent it out to you on Friday. |
| 1:59.0 | So that email is a combination of Marshall and I doing a lot of research, |
| 2:03.6 | reading a lot of articles, and then drilling it down to four articles that we're going to put in an email with summaries and takeaways, |
| 2:09.6 | along with white paper giveaways, all kinds of great stuff in that email and additional valuable resources that you can get for free by just texting us. |
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