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

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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

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 them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Today’s guest is Daniel Crosby. Daniel is the Chief Behavioral Officer at Brinker Capital, where he helps organizations better understand the intersection between minds and markets. Daniel has more than 10 years of experience in the financial services industry and has published a number of bestselling books that serve as guides to building stronger advisor-client engagement with a focus on achieving better outcomes.

Daniel gets not just how markets work, but why people make decisions - both good and bad - as they invest and build financial plans. 

In his book, The Behavioral Investor, he examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior.

All of these things make Daniel uniquely qualified to speak on today’s topic: COVID-19, also known as the coronavirus. With the markets down and fear and panic in the streets, Daniel lends his unique expertise to the financial challenges of this moment. We discuss the psychology of behavioral investing, why so many people make bad decisions during a downturn, and why we always act like we’ve never seen anything like this before - and what you should be doing with your money to best stay on track to live the retirement you want. 

Show Notes: RetireWithPurpose.com/117

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

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 them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

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 them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

David McKnight is a champion for the American people. He’s not only warned us all about why we should expect taxes to get higher in the future, he’s also taught people how to be in the 0% tax bracket when you retire. It may sound impossible, but today, David’s going to walk you through exactly how to do it.

David has appeared in Forbes, USA Today, the New York Times, and on CNBC. His bestselling book, The Power of Zero, has sold over 140,000 copies. The updated edition, published in September of 2018, is now the number two most sold business book in the world. It’s even been turned into a full-length documentary film also entitled The Power of Zero, which we're going to spend some time talking about today.

Today, David joins the podcast to talk about why tax rates may double after you retire (and what you can do about it), how to protect your assets from future legislative changes, and the whens, whys, and hows of Roth conversions.

Show Notes: RetireWithPurpose.com/114

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Forbes, titled The Next Big Retirement Threat — Keeping Your Job Past 50. 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/113 

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 [email protected].

Show Notes: RetireWithPurpose.com/113

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: 

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

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 [email protected]. 

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 them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Today’s guest is Nate Palmer - NASM certified personal trainer, corrective exercise specialist, and Precision Nutrition Level 1 Coach. He specializes in working with entrepreneurs and business owners to create energy, focus, and a lean, healthy body – that shows up for your work, family, and focus time.

Nate’s writing has been published in The Huffington Post, T Nation, Muscle & Strength, Askmen, Breaking Muscle, and a number of other outlets.

After he and his wife retired young to travel South America, Nate also wrote Passport Fitness: The No-nonsense Guide to Staying in Shape no Matter What City You Wake Up In, where he breaks down how to get into great shape with just a few minutes each day.

Nate has trained people of all ages from 20-70, and has worked extensively with people as they transition into retirement. He knows that fitness is a great place to put time and energy to benefit yourself, your quality of life, and your overall longevity.

Today, Nate joins the podcast to talk about how to build a fitness routine, the benefits of proper nutrition, and which supplements and multivitamins are actually worth your time. If you’re looking to create a fitness regime for yourself and feeling overwhelmed by the amount of information out there, today’s episode is for you!

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 [email protected].

Show Notes: RetireWithPurpose.com/111

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

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 [email protected]. 

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 them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading