493: Chaotic Markets: A 4-Point Checklist to Safeguard Your Retirement Savings
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 556 Ratings
🗓️ 11 April 2025
⏱️ 28 minutes
🧾️ Download transcript
Summary
Are you feeling uneasy right now? If market turmoil is causing you stress, it's time to determine if your retirement plan is truly built for the unexpected.
In this episode, we discuss:
- How a process can give you greater investment and financial control
- How to assess your liquid/safe reserves
- Tax and inflation protection opportunities brought by market volatility
Today's article is from Morningstar titled, What Now? An Investor's To-Do List for Chaotic Markets. 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.
Show Notes: Howardbailey.com/493
📧 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
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| 0:00.0 | A down market offers opportunities to check progress towards your long-term investing goals and even save on taxes. |
| 0:07.7 | Today, we deliver to you a four-point checklist to reduce stress in your financial life and keep more money in your pocket where it belongs. |
| 0:25.5 | Hey, this is Casey Weed. |
| 0:26.9 | Welcome to the podcast. |
| 0:30.7 | I'm here with my host, Marshall Johnson's here with me. |
| 0:31.1 | Hey, hey. |
| 0:36.7 | And we are a couple certified financial planner practitioners that are going to be covering a weekend reading article with you. |
| 0:37.7 | What is weekend reading? That is actually an email that we've been doing for years and years and years. And we have, |
| 0:43.6 | I think, close to around 20,000 people that have signed up to receive our weekly email curated |
| 0:49.3 | by myself and the team here. It includes four articles on trending topics that are designed to elevate |
| 0:55.8 | your experience in retirement with summaries, takeaways for myself, along with plenty of |
| 1:01.2 | other giveaways throughout the week. We'll be dropping into that email, little tidbits, |
| 1:07.0 | small recordings from myself, highlights from the podcast, questionnaires, assessments, and book giveaways. |
| 1:13.5 | If you've never signed up to receive your weekend reading email |
| 1:16.2 | to make sure you get the other three articles we are not going to discuss on the podcast today |
| 1:20.6 | and all these other great resources, all you have to do is shoot us a text with the key letters |
| 1:24.8 | WR to 888-599-4491. |
| 1:29.7 | This is your weekend reading podcast. |
| 1:32.5 | We do this every other Friday. |
| 1:35.2 | And if you want to have a more non-financial softer side of retirement topic focus, then look out for those freedom after 50 episodes that I record with our very own |
| 1:45.6 | certified retirement coach and chief purpose officer, Les McDaniel on the Fridays in between. |
| 1:52.5 | So, Marshall, we're going to be covering this article titled, What Now, an Investors to Do-List for |
... |
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