Podcasts about casey's weekend reading email

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Best podcasts about casey's weekend reading email

Latest podcast episodes about casey's weekend reading email

Retire With Purpose: The Retirement Podcast
166: Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Oct 23, 2020 17:18


This week's retirement reading is from Kitces, titled Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/166    Show Notes: RetireWithPurpose.com/166 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want 

Retire With Purpose: The Retirement Podcast
165: The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Oct 16, 2020 24:56


This week's retirement reading is from Kitces, titled The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/165    Show Notes: RetireWithPurpose.com/165 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
163: Does Conflict-Free Advice Exist?

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Oct 9, 2020 26:12


This week's retirement reading is from Partners Advantage, titled Does Conflict-Free Advice Exist? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/163    Show Notes: RetireWithPurpose.com/163 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week,

Retire With Purpose: The Retirement Podcast
162: Retirement Tools That Are Misunderstood Yet Useful

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Oct 2, 2020 21:22


This week's retirement reading is from Forbes, titled Retirement Tools That Are Misunderstood Yet Useful. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/162    Show Notes: RetireWithPurpose.com/162 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want 

Retire With Purpose: The Retirement Podcast
160: 8,000 Days - An Entire Phase of Your Life Waiting to be Invented

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Sep 25, 2020 24:52


This week's retirement reading is from Investment News titled 8,000 Days - An Entire Phase of Your Life Waiting to be Invented.  Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/160    Show Notes: RetireWithPurpose.com/160 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
159: Do You Believe Fake News About Retirement?

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Sep 18, 2020 26:11


This week's retirement reading is from Forbes, titled Do You Believe Fake News About Retirement? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/159    Show Notes: RetireWithPurpose.com/159 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
157: Successor Beneficiary RMD Rules After The Death Of The Original Inherited Retirement Account’s Primary Beneficiary

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Sep 11, 2020 16:50


This week's retirement reading is from Kitces, titled Successor Beneficiary RMD Rules After The Death Of The Original Inherited Retirement Account’s Primary Beneficiary. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/157    Show Notes: RetireWithPurpose.com/157 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
156: These Boomers Just Made Massive Retirement Mistakes — Don’t Be One of Them

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Sep 4, 2020 23:56


This week's retirement reading is from Market Watch, titled These Boomers Just Made Massive Retirement Mistakes — Don’t Be One of Them. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/156    Show Notes: RetireWithPurpose.com/156 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week,

Retire With Purpose: The Retirement Podcast
154: How To Build Social Security’s Insecurity Into Your Retirement Plan

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Aug 28, 2020 19:35


This week's retirement reading is from Forbes, titled How To Build Social Security's Insecurity Into Your Retirement Plan. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/154    Show Notes: RetireWithPurpose.com/154 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
153: Your Retirement Asset Drawdown Strategy Should Fit Your Personal Story

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Aug 21, 2020 27:51


This week's retirement reading is from Forbes, titled Your Retirement Asset Drawdown Strategy Should Fit Your Personal Story. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/153    Show Notes: RetireWithPurpose.com/153 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
151: Navigating Income Harvesting Strategies: 0% Capital Gains VS Partial Roth Conversions

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Aug 14, 2020 42:18


This week's retirement reading is from Kitces, titled Navigating Income Harvesting Strategies: 0% Capital Gains VS Partial Roth Conversions. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/151    Show Notes: RetireWithPurpose.com/151 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
150: Is 55 Too Early To Retire? What You Need To Retire Early

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Aug 7, 2020 28:16


This week's retirement reading is from Forbes, titled Is 55 Too Early To Retire? What You Need To Retire Early. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/150    Show Notes: RetireWithPurpose.com/150 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
148: Try Summing Up Your Retirement Motto in Just 7 Letters

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Jul 31, 2020 18:24


This week's retirement reading is from Market Watch, titled Try Summing Up Your Retirement Motto in Just 7 Letters. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/148    Show Notes: RetireWithPurpose.com/148 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
147: Now Is a Good Time for Retirees to Refinance. Here Are Some Points to Ponder. - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Jul 24, 2020 27:21


This week's retirement reading is from Barrons, titled Now Is a Good Time for Retirees to Refinance. Here Are Some Points to Ponder. in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/147    Show Notes: RetireWithPurpose.com/147 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
145: How to Plan for a Smaller Social Security Check

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Jul 17, 2020 24:27


This week's retirement reading is from USA Today, titled How to Plan for a Smaller Social Security Check. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/145    Show Notes: RetireWithPurpose.com/145 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
144: 33 Things I Stole From People Smarter Than Me on the Way to 33 - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Jul 10, 2020 28:33


This week's retirement reading is from Ryan Holiday titled 33 Things I Stole From People Smarter Than Me on the Way to 33. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/144    Show Notes: RetireWithPurpose.com/144 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
142: Happiness & the Gorilla - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Jul 3, 2020 23:08


This week's retirement reading is from Professor Galloway, titled Happiness and the Gorilla. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/142    Show Notes: RetireWithPurpose.com/142 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
141: Rich Americans Seize Historic Chance to Pass On Wealth Tax-Free

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Jun 26, 2020 21:26


This week's retirement reading is from Bloomberg, titled Rich Americans Seize Historic Chance to Pass On Wealth Tax-Free. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/141    Show Notes: RetireWithPurpose.com/141 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
139: A Rare Second Chance to Protect Nest Egg Savings

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Jun 19, 2020 27:36


This week's retirement reading is from AARP, titled A Rare Second Chance to Protect Nest Egg Savings. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/139    Show Notes: RetireWithPurpose.com/139 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
138: Does Gold Belong in a Retirement Portfolio?

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Jun 12, 2020 22:53


This week's retirement reading is from Market Watch, titled Does Gold Belong in a Retirement Portfolio? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/138    Show Notes: RetireWithPurpose.com/138 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
136: Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Jun 5, 2020 33:10


This week's retirement reading is from Kitces, titled Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/136    Show Notes: RetireWithPurpose.com/136 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
135: 4 Reasons Your Taxes In Retirement May Be Lower Than You Think - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later May 29, 2020 24:55


This week's retirement reading is from Forbes, titled 4 Reasons Your Taxes In Retirement May Be Lower Than You Think. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/135    Show Notes: RetireWithPurpose.com/135 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
133: Your Financial Advisor May Not Actually Be An ‘Advisor’

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later May 22, 2020 27:47


This week's retirement reading is from CNBC, titled Your Financial Advisor May Not Actually Be An ‘Advisor’. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/133    Show Notes: RetireWithPurpose.com/133 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
132: Is Buying An Annuity In A Bear Market A Good Idea?

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later May 15, 2020 26:47


This week's retirement reading is from Forbes, titled Is Buying An Annuity In A Bear Market A Good Idea? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/132    Show Notes: RetireWithPurpose.com/132 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
130: Retirement Or A 'Third Act': What Will You Choose? - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later May 8, 2020 25:37


This week's retirement reading is from Forbes, titled Retirement Or A 'Third Act': What Will You Choose? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/130    Show Notes: RetireWithPurpose.com/130 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
129: The Missing Ingredient in Most Retirement Plans - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later May 1, 2020 24:55


This week's retirement reading is from The Street, titled The Missing Ingredient in Most Retirement Plans. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/129    Show Notes: RetireWithPurpose.com/129 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
127: Is Now a Good Time to Invest? - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Apr 24, 2020 25:02


This week's retirement reading is from Kiplinger, titled Is Now A Good Time To Invest? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/127    Show Notes: RetireWithPurpose.com/127 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
126: 10 Conversations Advisors Should be Having with Their Clients Right Now - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Apr 17, 2020 31:10


This week's retirement reading is from Financial Planning, titled 10 Conversations Advisors Should be Having with Their Clients Right Now. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/126    Show Notes: RetireWithPurpose.com/126 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
124: What You Need To Do If You Lose Your Job - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Apr 10, 2020 25:53


This week's retirement reading is from Forbes, titled What You Need To Do If You Lose Your Job? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/124    Show Notes: RetireWithPurpose.com/124 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
122: Coronavirus Relief Bill Relaxes Rules on Retirement Savings - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Apr 3, 2020 21:27


This week's retirement reading is from CNBC, titled Coronavirus Relief Bill Relaxes Rules on Retirement Savings. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/122    Show Notes: RetireWithPurpose.com/122 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
120: What Goes Down Must Come Up? Not With Stock Market - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Mar 27, 2020 23:18


This week's retirement reading is from Investor's Business Daily, titled What Goes Down Must Come Up? Not With Stock Market. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/120    Show Notes: RetireWithPurpose.com/120 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
119: Postmortem Tax Planning For IRA Distributions After The SECURE Act - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Mar 20, 2020 16:15


This week's retirement reading is from Financial Advisor Magazine, titled Postmortem Tax Planning For IRA Distributions After The SECURE Act. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/119   Show Notes: RetireWithPurpose.com/119 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
118: Bonus: Bear Market Strategies and the Coronavirus

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Mar 18, 2020 27:21


Today's bonus episode is about coronavirus, market volatility, and bear market strategies. Listen in as Casey Weade explains what you should be thinking about when it comes to your money, especially during uncertain times. Today's episode can also be accessed by visiting RetireWithPurpose.com/118 Show Notes: RetireWithPurpose.com/118 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
116: Annuity Age Restrictions: Too Old or Too Young? - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Mar 13, 2020 25:26


This week's retirement reading is from TheStreet, titled Annuity Age Restrictions: Too Old or Too Young? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/116    Show Notes: RetireWithPurpose.com/116 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
115: If You’ll Still be Working at Age 65, Here’s How to Handle Medicare - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Mar 6, 2020 22:04


This week's retirement reading is from CNBC, titled If You’ll Still be Working at Age 65, Here’s How to Handle Medicare. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/115    Show Notes: RetireWithPurpose.com/115 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
112: What if You Retired at Market Peak - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Feb 21, 2020 30:43


This week's retirement reading is from Seeking Alpha, titled What if You Retired at Market Peak. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/112    Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.    Show Notes: RetireWithPurpose.com/112 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
110: Retirement Spending 101: The Do’s And Don’ts - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Feb 7, 2020 26:46


This week's retirement reading is from Forbes, titled Retirement Spending 101: The Do’s And Don’ts. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/110    Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.    Show Notes: RetireWithPurpose.com/110 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
108: Case Study - Why We Can Be Cash-Heavy In Retirement

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Jan 31, 2020 26:52


This week's episode covers a client case study. Join Casey Weade as he walks you through his step-by-step process for helping a couple retire with purpose. Today's episode can also be accessed by visiting RetireWithPurpose.com/108   Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.    Show Notes: RetireWithPurpose.com/108 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
107: A Widow's Broker Made a Huge Mistake - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Jan 24, 2020 17:49


This week's retirement reading is from Kiplinger, titled A Widow's Broker Made a Huge Mistake. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/107    Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.    Show Notes: RetireWithPurpose.com/107 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
105: 4 Reasons to Avoid Multiple Financial Advisors - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Jan 17, 2020 25:30


This week's retirement reading is from HuffPost, titled 4 Reasons to Avoid Multiple Financial Advisors. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/105    Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.    Show Notes: RetireWithPurpose.com/105 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
104: The 9 Types of People You'll Meet in Retirement - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Jan 10, 2020 28:53


This week's retirement reading is from Kiplinger, titled The 9 Types of People You'll Meet in Retirement. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/104    Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.    Show Notes: RetireWithPurpose.com/104 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
102: How To Turn Your Pension Cash Value Into The Most Retirement Income - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Jan 3, 2020 22:10


This week's retirement reading is from Forbes, titled How To Turn Your Pension Cash Value Into The Most Retirement Income. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/102    Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.    Show Notes: RetireWithPurpose.com/102 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
101: Observations from the Brink of Retirement - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Dec 27, 2019 23:39


This week's retirement reading is from Kiplinger, titled Observations from the Brink of Retirement. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/101    Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.    Show Notes: RetireWithPurpose.com/101 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
099: The Extreme Risk of Trading Your Own Retirement Assets - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Dec 20, 2019 17:51


This week's retirement reading is from Nasdaq, titled The Extreme Risk of Trading Your Own Retirement Assets. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/99    Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.    Show Notes: RetireWithPurpose.com/99 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want

Retire With Purpose: The Retirement Podcast
098: Dealing With Depression In Retirement + This Retirement Risk Can Kill You - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Dec 13, 2019 19:11


This week's retirement reading is a roundup of 2 different articles. Dealing With Depression In Retirement by Forbes This Retirement Risk Can Kill You - Here’s How To Plan For It by Forbes Listen in as Casey Weade breaks down each article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/98   Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.    Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Retire With Purpose: The Retirement Podcast
096: Retirement Planning, Step 6: Tax Planning

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Dec 6, 2019 29:36


Today is the continuation of a 6-part series that outlines our retirement planning process. We dive into the sixth step of the process, "Tax Planning" Find out more during today's conversation at RetireWithPurpose.com/96    Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.    Show Notes: RetireWithPurpose.com/96 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want    Disclosure:  Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 

Retire With Purpose: The Retirement Podcast
095: Retirement Planning, Step 5: Estate Planning

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Nov 29, 2019 23:57


Today is the continuation of a 6-part series that outlines our retirement planning process. Today, we dive into the fifth step of the process, "Estate Planning" Find out more during today's conversation at RetireWithPurpose.com/95    Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.    Show Notes: RetireWithPurpose.com/95 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want  Disclosure:  Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 

Retire With Purpose: The Retirement Podcast
093: Retirement Planning, Step 4: Growth

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Nov 22, 2019 23:17


Today is the continuation of a 6-part series that outlines our retirement planning process. Today, we dive into the fourth step of the process, "Growth" Find out more during today's conversation at RetireWithPurpose.com/93    Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.    Show Notes: RetireWithPurpose.com/93 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want    Disclosure:  Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 

Retire With Purpose: The Retirement Podcast
092: Retirement Planning, Step 3: Income Planning

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Nov 15, 2019 27:32


Today is the continuation of a 6-part series that is going to outline our retirement planning process. We dive into the third step of the process, "Income Planning" Find out more during today's conversation at RetireWithPurpose.com/92    Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.    Show Notes: RetireWithPurpose.com/92 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want    Disclosure:  Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 

Retire With Purpose: The Retirement Podcast
090: 4 Big Considerations Before You Retire - Weekend Reading

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Nov 8, 2019 28:40


This week's retirement reading is from The Balance, titled 4 Big Considerations Before You Retire. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/90   Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.   Show Notes: RetireWithPurpose.com/90 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want   Disclosure:  Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.