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Retire With Purpose - The Retirement Podcast

418: Calculating Investment Returns: How You Average Matters

Retire With Purpose - The Retirement Podcast

Casey Weade

Investing, Business, Self-improvement, Education

4.7564 Ratings

🗓️ 2 February 2024

⏱️ 19 minutes

🧾️ Download transcript

Summary

Today's article comes from Fortunes & Frictions titled, How You Average Matters. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

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Show Notes: Howardbailey.com/418

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ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

Transcript

Click on a timestamp to play from that location

0:00.0

You could average 8% per year and still lose two-thirds of your life savings.

0:05.7

How you average matters.

0:16.1

Welcome to retire with purpose, where does my mission to deliver clarity and purpose

0:19.7

and elevate meaning in your

0:21.3

life? And we do that in a couple of different ways. If you're new to the show, I want you to know what to

0:25.4

expect. If you've been around for a while, you know what to expect. We have both financial and non-financial

0:31.1

conversations here on the show. And every other Monday, we bring to you a world-class guest in a long-form

0:37.4

interview-based podcast format. And then every single Friday, we give you a short-form podcast. We talk about trending topics in the financial and non-financial realms. And today, I'm actually going to be joined by my good friend Marshall Johnson. We're going to be covering a weekend reading article with you. So what's weekend reading?

0:55.0

That's an email.

0:56.1

We go out, we do the research, we sift through everything, and then I curate an email to go

1:00.9

out to you every Friday with four articles on trending topics with summaries and my

1:06.2

personal takeaways from those articles to help you make better decisions.

1:10.7

But not only you're getting

1:11.8

those articles and great reading material, you'll receive webinar invitations, assessments,

1:17.4

podcasts, highlights, book giveaways, all kinds of great stuff that you're going to

1:22.1

find week in and week out as a subscriber.

1:24.8

And one of the cool things you get to do is we reach out to you about a

1:28.2

week prior to me actually interviewing our world class guests and we ask what kind of questions

1:33.5

you want to bring into that conversation and then I do my best to co-architect that interview

1:38.8

along with you. To get signed up for weekend reading, super easy. Just shoot us a text. We'll shoot

1:44.1

you a link to get signed up. Text the key easy just shoot us a text we'll shoot you a link to get signed

1:45.0

up text the key letters w r to 866 482 9559 wr 866 482 9559 all right marshal welcome the show

...

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