355: How to Overcome the Fear of Spending Money and Being Too Frugal in Retirement
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 31 March 2023
⏱️ 25 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from Advisor Perspectives titled, How to Get Clients to Spend More Money. 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/355.
Show Notes: Howardbailey.com/355
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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 | Do you ever feel like a tightwad? Maybe you know you have enough money. You make enough money. |
| 0:04.3 | You've saved enough money. And you just can't spend those hard-earned dollars on the experiences that would ultimately bring more joy to your life and those that are around you. |
| 0:14.6 | Well, today we're going to talk about why that might be and give you some specific strategies to get that money to work where it really matters. |
| 0:22.4 | Today's conversation is all about how to spend more money. |
| 0:35.3 | Welcome to the Retire of Purpose Podcast, where it is our mission to help others gain clarity and purpose and elevate meaning in their lives through personal and practical financial strategies. |
| 0:46.6 | If this is your first time with us, then I'm going to share with you what to expect. |
| 0:51.2 | Every other Monday, we provide you with a long-form interview-based podcast. |
| 0:55.5 | We bring on one of our world-class guests, and we have conversations around life, finances, |
| 1:02.4 | retirement, so much more. And every Friday, what we're doing here with you today is a time |
| 1:08.3 | when I'm joined by my good friend fellow certified financial planner practitioner |
| 1:12.2 | Marshall Johnson here with me. And this is our opportunity to cover a weekend reading article with you. |
| 1:18.2 | What is weekend reading? Well, weekend reading is a simple email. It's one email that hits your inbox |
| 1:23.0 | every single Friday and it is made up of four articles in the financial planning space, all designed |
| 1:28.6 | to help you make better decisions about your life and your finances, but you're not just going |
| 1:33.8 | to receive those articles. |
| 1:35.2 | This is why you have to get signed up. |
| 1:37.0 | You'll receive the articles, but you'll have summaries. |
| 1:39.0 | You don't even have to read the whole article. |
| 1:40.5 | You just get the summary. |
| 1:41.5 | You get my takeaway for that matter. |
| 1:43.6 | And you'll also receive |
| 1:45.2 | invitation, special invitations to events, webinars, white paper giveaways, book giveaways, |
... |
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