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524: A New 4-Bucket Approach to Investing Before and After Retirement

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Manage episode 508539678 series 2431770
Content provided by Casey Weade. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Casey Weade or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

You're told to shift from “growth” to “protection” the moment you retire and leave the workforce. But is it really that simple? Join us as we break down the false dichotomy of pre- vs. post-retirement investing, showing why your strategy should always include a mix of offense and defense.

In this episode, we discuss:

  • Your biggest risks in retirement
  • How to leverage all your assets (stocks, bonds, pensions, Social Security, real estate, life insurance, etc. in your income strategy)
  • Forbes writer Tim Maurer’s 4-Bucket Approach to a holistic retirement plan

Today's article is from the Forbes titled, The (False) Dichotomy Of Investing Before And After Retirement. 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/524

📧 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/3T6oNDB

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

  continue reading

401 episodes

Artwork
iconShare
 
Manage episode 508539678 series 2431770
Content provided by Casey Weade. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Casey Weade or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

You're told to shift from “growth” to “protection” the moment you retire and leave the workforce. But is it really that simple? Join us as we break down the false dichotomy of pre- vs. post-retirement investing, showing why your strategy should always include a mix of offense and defense.

In this episode, we discuss:

  • Your biggest risks in retirement
  • How to leverage all your assets (stocks, bonds, pensions, Social Security, real estate, life insurance, etc. in your income strategy)
  • Forbes writer Tim Maurer’s 4-Bucket Approach to a holistic retirement plan

Today's article is from the Forbes titled, The (False) Dichotomy Of Investing Before And After Retirement. 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/524

📧 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/3T6oNDB

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

  continue reading

401 episodes

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