425: Retiring Soon? 9 Retirement Surprises to Consider Today
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 8 March 2024
⏱️ 35 minutes
🧾️ Download transcript
Summary
Retirement expectation and retirement reality don't always line up. In this episode, we discuss the top retirement surprises from a recent study.
Join us as we discuss:
- Positive surprises that might provide relief if you're anxious about retirement
- Potentially negative surprises that you can get ahead of (or manage your expectations for) now
Today's article comes from The Retirement Manifesto titled, 9 Retirement Surprises. 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: https://howardbailey.com/425
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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
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| 0:00.0 | You're probably listening to this podcast because the last thing you want to be is surprised in retirement. |
| 0:05.4 | Well, today we're going to discuss nine retirement surprises and what you can do to be better prepared for what's ahead. |
| 0:22.4 | Welcome to Retirement with Purpose. |
| 0:32.8 | My name is Casey Weed, where it is my mission to deliver clarity and purpose and elevate meaning in your life through personal and practical financial strategies and beyond here on the podcast. |
| 0:34.4 | I want you to know what to expect. |
| 0:37.1 | This is not just your typical financial podcast. We're going to be |
| 0:38.0 | discussing both the financial and the non-financial aspects of finances and your retirement most |
| 0:43.8 | specifically. And we do that with conversations that we deliver to you every other Monday in long |
| 0:48.9 | form with our world-class guest on a variety of different topics. And then every single Friday, |
| 0:53.9 | we get together with you |
| 0:55.3 | and we discuss an article from our weekend reading for retirees email series. That is an email |
| 1:00.7 | that hits your inbox every single Friday, all designed to keep you up to date on the latest |
| 1:05.5 | trends in finance and retirement so that you can make better decisions at this stage in your |
| 1:10.7 | life. We're going to |
| 1:11.4 | deliver to you four articles with summaries and takeaways, along with a litany of other |
| 1:16.1 | amazing resources. And this is really why you have to get signed up to get this email once a |
| 1:21.8 | week, because we're going to be sending you webinar invitations, free event giveaways, |
| 1:26.4 | free book giveaways, free assessments. |
| 1:28.9 | There are so many tools and resources that we pack into this email. You have to get yourself |
| 1:34.3 | signed up. And if you want to get signed up, it's super easy. Just shoot us a text with the key letters |
| 1:40.2 | WR to 866-482-959. And right now I'm going to go ahead and drop in there a copy of my |
| 1:47.4 | Wall Street Journal best-selling book, Job Optional, and Digital Format. So get yourself signed up for that. |
... |
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