481: Comparing 4 Flexible Income Strategies for Retirement
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 31 January 2025
⏱️ 28 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
If you want to spend your hard-earned dollars confidently in retirement, then you need an income plan that aligns with your personal goals.
In this episode, we discuss:
- How income strategies have evolved
- Why retiree spending changes
- What makes an income strategy "flexible"
- How to know which income strategy is best for you
Today's article is from Morningstar.com titled, The Best Flexible Strategies for Retirement Income. 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/481
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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 | If you want to spend more in retirement, then you might need to change retirement income strategy. |
| 0:06.9 | Today, we're going to cover four different retirement income strategies that could increase your income in retirement without increasing your risk. |
| 0:31.3 | Hey, this is Casey Weed. Welcome to the podcast, where it is my mission to deliver clarity and purpose and elevate meaning in your life. |
| 0:37.8 | Now, I believe that that comes both through the non-financial and financial elements of your planning for retirement, which is why you'll hear us cover both of these types of topics as we bring you world-class |
| 0:42.9 | guests week in and week out on a variety of different topics, both financial and non-financial. |
| 0:49.0 | And then you'll also hear us bringing you some new episodes that are titled Freedom After 50. I want to point out |
| 0:56.3 | these Freedom After 50 episodes because I know there's some of you that listen for financial guidance. |
| 1:01.7 | There's some of you that listen for the non-financial. So I want you to know what you're getting |
| 1:05.6 | when you look at the title. So looking at those Freedom After 50 episodes, you can rest assured. |
| 1:11.2 | Those will always be on the non-financial side. But today, we're going to be focusing more on the financial |
| 1:16.4 | side. We're going to be covering an article that comes from our weekend reading for retirees |
| 1:20.8 | email series. And that's an email that hits your inbox every single Friday with four |
| 1:26.4 | articles on trending topics curated by myself. We go out, |
| 1:30.9 | we do the looking around in the internets, and we figure out four different articles that we believe |
| 1:36.2 | that can put you in a better place in retirement. We send those out to you every single Friday |
| 1:41.8 | with summaries and takeaways from myself. |
| 1:44.5 | And I encourage you to get subscribed. |
| 1:47.2 | And I also selfishly encourage you to get subscribed because I want some help co-architecting |
| 1:51.6 | these interviews alongside of you. |
| 1:53.5 | And so when I bring a world-class guest on, I'm going to reach out to you prior to those |
| 1:57.3 | interviews, ask you to submit your questions so that I can do an even better job |
| 2:02.3 | for you. To get signed up for that weekly email, all you have to do is text us. W.R. to 888-59-4-91. We'll send you a |
... |
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