meta_pixel
Tapesearch Logo
Log in
Retire With Purpose - The Retirement Podcast

448: Is Historical Market Data Helpful for Retirement Income Planning?

Retire With Purpose - The Retirement Podcast

Casey Weade

Education, Business, Self-improvement, Investing

4.7564 Ratings

🗓️ 19 July 2024

⏱️ 18 minutes

🧾️ Download transcript

Summary

In what ways can past market performance help you plan for a financially confident future? It involves sifting through the data and understanding when and where that information is most applicable. 

In this episode, we discuss: 

  • How the stock market has evolved
  • In what instances past market data is useful
  • How long term vs. short term expectations differ

Today's article comes from Retirement Researcher titled, How Useful is Historical Data in Predicting Future Returns? 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.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: Howardbailey.com/448

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu 

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw 

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

Does knowing what has happened in the past give you any useful information about what might happen in the future?

0:07.1

Today, we discuss how to use that information to help create a retirement my mission to deliver clarity and purpose and elevate meaning in your life.

0:31.4

My name's Casey Weed, and we love getting together with you weekend and week out, sharing with you conversations with world-class

0:39.0

experts on both the financial and non-financial aspects of this second act that you're looking

0:45.3

at as you step into retirement. But we also, every single week, we like to provide you with an

0:50.2

amazing resource. We call this resource weekend reading for retirees. And maybe we

0:56.1

misnamed this because you have to get this resource, even if you don't love to read.

1:00.0

Every single week, we're going to go out. We're going to sift through all the information

1:03.4

on the internet and deliver to you four articles that can make a positive impact in your life,

1:09.6

both financial and non-financial aspects.

1:11.7

What's the latest in tax strategy, investment strategy, health care strategy for this phase

1:16.7

of your life?

1:17.2

Of course, we're going to put that in there with summaries, takeaways from myself,

1:20.9

and all kinds of other great resources.

1:23.5

In that single email you get every week, there's going to be assessments.

1:27.4

There's going to be book

1:28.3

giveaways, white papers, all kinds of great stuff. We have some awesome webinars that are going to be

1:33.3

coming up. We have webinars coming out on tax strategies, to a webinar is coming out on social

1:38.5

security strategies, and also finding purpose in retirement with our very own certified retirement

1:43.7

coach, Les McDaniel.

1:45.3

So get signed up like thousands of others have by just simply shooting us a text with the key letters,

1:51.9

WR.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Casey Weade, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Casey Weade and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.