373: Better Investing: Why it Begins with Exploring the History of Financial Advice
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 30 June 2023
⏱️ 30 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from the A Wealth Of Common Sense titled, The Evolution of Financial Advice. 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/373.
Show Notes: Howardbailey.com/373
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Transcript
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| 0:00.0 | There's a lot to understand in order to be a successful investor, but there's one piece that could rule them all. |
| 0:06.9 | And that is the history of financial advice. |
| 0:09.7 | Today, we are covering a blog from a wealth of common sense, written by Ben Carlson, the evolution of financial advice. |
| 0:26.9 | Welcome to the Retire with Purpose podcast. |
| 0:28.4 | My name is Casey Weed. |
| 0:32.1 | If you're new to the podcast, I want to let you know what we do here. |
| 0:37.4 | It is our mission to deliver clarity in purpose and elevate meaning in your life through personal and practical |
| 0:38.6 | financial strategies. |
| 0:40.0 | We do that in two ways. |
| 0:42.3 | Every other Monday, we deliver to you a long-form interview with one of our world-class |
| 0:46.8 | guests. |
| 0:47.2 | And then every Friday, my good friend and co-hosts for these Friday editions of the podcast, |
| 0:53.0 | we get together and we share with you |
| 0:55.1 | an article from our weekend reading for retirees email series, and we take a deeper dive into that. |
| 1:01.1 | What is weekend reading? Our team actually goes out. We do all the research. We dig through |
| 1:05.2 | thousands of different articles to drill it down to four articles to deliver to your inbox |
| 1:10.0 | every single Friday on trending |
| 1:12.5 | topics in the financial planning space. That could be investment strategies, what's happening |
| 1:17.4 | in the market, what's happening in Washington, what's happening with taxes, all designed to |
| 1:21.3 | help deliver to your bottom line a better result. You have to get this resource because it's not only these great articles, |
| 1:29.5 | summaries, and takeaways, but you'll also receive a lot of other great tools as well. |
| 1:34.9 | You'll receive tax white papers, investment white papers, webinar invitations, live event |
... |
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