#1985

Mentioned in 16 episodes

Job Optional

The Science of Retiring with Confidence; The Art of Living with Purpose

Book • 2019

Job Optional is a thoughtful and down-to-earth guide to retirement planning.

The book offers unbiased, commonsense advice based on the author's experience as a retirement planning professional.

It acts as a primer to the financial world, making complicated topics accessible, and provides a step-by-step guide to planning your own retirement.

The book focuses on identifying a life purpose and creating a plan to organize assets efficiently to achieve that purpose.

It covers various financial concepts, strategies, and terms, including purpose-based asset allocation, liquidity planning, income planning, growth planning, and estate planning.

The author interweaves personal stories to make financial planning real and understandable, emphasizing that success is not just about money but about purposeful living.

Mentioned by

Mentioned in 16 episodes

Mentioned as number one on the Amazon bestseller list in retirement planning on July 2, 2019.

520: The Six Pillars of Living Longer & Healthier in Retirement with Dr. Bobby Dubois - Part 1

Mentioned by

Casey Weade

as a Wall Street Journal bestselling book.

473: Retirement Tax Planning: Exploring the Impact of a Republican Trifecta on Your Taxes and Bottom Line

Mentioned by

Casey Weade

, noting that some listeners may not have read it.

526: Rethinking Social Security: Why Waiting Until 70 Isn't Always Best

Offered as a free digital copy for those who text WR to 888-599 to sign up for the Weekend Reading for Retirees email series.

517: Freedom After 50: The Need for Next—Finding Meaning Beyond Milestones

Mentioned by

Casey Weade

as his Wall Street Journal bestselling book, offered as a free digital copy to those who sign up for the weekend reading email series.

518: Beyond Investment Risk: Why Income Risk Could Change Your Retirement Plan

Mentioned by

Jordan Grummet

as the latest book by

Casey Weade

, reaching number one on the Amazon bestseller list in retirement planning and number five on the Wall Street Journal nonfiction e-book bestseller list.

598. The Four Pillars of a Successful Retirement (Rewind) w/ Casey Weade

Mentioned as having reached number one on the Amazon bestseller list in retirement planning on July 2, 2019.

525: Freedom After 50: 12 Belief Traps Keeping You from a Meaningful and Impactful Retirement

Mentioned by

Casey Weade

as a complimentary gift when signing up for the weekend reading email.

516: Mind the Inflation Gap: Why Forecasts Fail and How to Hedge Smart

Mentioned by

Casey Weade

as his last book, which covered meaning and purpose, income planning, and tax strategies.

514: Freedom After 50: You Planned Wisely—But Is Your Money Aligned with What Matters Most?

Mentioned by

Casey Weade

as a free digital copy for those who sign up to receive the weekly email.

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

Mentioned by

Casey Weade

as a Wall Street Journal bestselling book offered as a free digital copy for new sign-ups.

529: By the Numbers — Your Financial Wake-Up Call: How to Stop Delaying the Decisions That Matter Most

Mentioned by

Casey Weade

as his Wall Street Journal bestselling book, offered as a free digital copy upon signing up for the email list.

509: Freedom After 50: 7 Practices to Help You Stop Hiding and Start Growing

Mentioned by

Casey Weade

as a book he wrote and offers a free digital copy of to new email subscribers.

474: The Reality of Investment Risk: Why Low Probability of Loss Doesn't Equal Low Risk

Mentioned by

Casey Weade

as a free digital copy for those who sign up for weekend reading.

502: Freedom After 50: The Hidden Cost of Delayed Gratification in Retirement

Mentioned by

Casey Weade

as a free digital copy offered to those who text the keyword WR to 888-599-7233.

512: Freedom After 50: The Sunk Cost Fallacies Sinking Your Future Vision

Mentioned by

Casey Weade

, who offers a free copy upon signing up for the email series.

511: Sequence Risk Meets RMDs: The Retirement Trap No One Talks About

Mentioned by

Casey Weade

as a book he wrote that was a Wall Street Journal bestseller.

485: Top 5 Retiree Regrets and How to Avoid Them

Mentioned by

Casey Weade

as a book that helps people retire with purpose.

066: I retired at 34 with $3 million—here are 5 downsides of early retirement - Weekend Reading

Offered as a free digital copy to listeners who sign up for the weekend reading email.

498: 4 Ways to Cultivate Character Amid Market Chaos

Mentioned by

Casey Weade

, offering a free digital copy upon signing up for the Weekend Reading for Retirees email.

508: More Control, Less Surprise: A Real Retirement Tax Wake-Up Call

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