Retire With Purpose - The Retirement Podcast

This week's retirement reading is from the Compound Advisors blog titled, How the Worst Market Timer in History Built a Fortune. 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/325.  Show Notes: RetireWithPurpose.com/325 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

My guest today is Professor William Goetzmann. He’s the Professor of Finance and Management Studies at Yale’s School of Management, the faculty director of the International Center for Finance, and the director of the SOM Executive MBA in Asset Management. He’s also a Research Associate of the National Bureau of Economic Research and has served as the president of the Western Finance Association and the European Finance Association. He’s an expert on financial markets and securities, investment strategies, investor behavior, and financial history, and the author of several books. In his most recent book, Money Changes Everything: How Finance Made Civilization Possible, he explores the role money has played over the course of human history–and how it will shape the future. In our conversation, we’ll explore the history of finance and where we’re at today. We dig into the actual function of finance and how today’s economy compares to others from the past. You’ll also hear why Will believes Ethereum could be more than just a typical blockchain technology and so much more. GET A FREE COPY OF WILL’S BOOK, MONEY CHANGES EVERYTHING: HOW FINANCE MADE CIVILIZATION POSSIBLE. Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple! In this podcast interview, you’ll learn: Why Will thinks money is like a time machine. What so many people get wrong about the function of money or finance. Why people keep comparing our current economy to previous recessions and how today’s economy is different. Will’s advice for how to manage your emotions when reviewing your portfolio in a down economy. Why cryptocurrency isn’t necessarily a currency or a replacement for fiat currency per se–and why Will is excited about the potential of Ethereum in particular. Show Notes: RetireWithPurpose.com/324 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 The Big Picture blog titled, What Is In Your Control? 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/323.  Show Notes: RetireWithPurpose.com/323 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 The Ramp Report titled, Some Good News. 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/322.  Show Notes: RetireWithPurpose.com/322 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, I’m speaking with Alex Murguia. Alex has worked to turn Dr. Wade Pfau’s framework for retirement income planning into a quantifiable retirement income model, and the Retirement Income Style Awareness (RISA) Profile is the result of his hard work. Before creating the RISA® Profile, Alex graduated from George Washington University with a doctorate in Clinical Psychology and served as a research fellow for the National Institute of Health before pursuing a formal career in finance. He joined McLean Asset Management as a scientist-practitioner and launched a financial planning software company, but soon found himself disillusioned by the lack of tools individuals could use to chart a course to a successful retirement, leading him to where he is now. In today’s episode, you’ll find out how the RISA® Profile can help answer some of your most pressing questions when it comes to retirement, why we’re biologically incapable of making sound financial decisions without a process in place, and why financial planning and retirement planning are not one and the same. In this podcast interview, you’ll learn: The common questions from many retirees that inspired Alex, Dr. Wade Pfau, and Bob French to create the RISA® Profile. How to confidently do your own research when it comes to investing and retirement planning. How strategic planning helps protect you from biased and irrational decisions. When (and how) to assess your financial plan and asset allocation. Alex’s response to one of our Weekend Reading subscribers looking for guidance as a conservative investor. Show Notes: RetireWithPurpose.com/321 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 the Behavioural Investment blog titled, Learning to Be a Good Investor is Hard. 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/320.  Show Notes: RetireWithPurpose.com/320 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 the Humble Dollar blog titled, Ten Reasons to Claim. 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/319.  Show Notes: RetireWithPurpose.com/319 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, I’m talking to Kerry Hannon. Kerry is a senior columnist at Yahoo! Finance and has been writing for decades about women’s finance, the changing nature of retirement, and what the workplace will look like in the future. She is a workplace futurist and strategist on career transitions, entrepreneurship, personal finance, and retirement. You’ve likely seen her writing in the New York Times, MarketWatch, and Forbes, and she has appeared as a career and financial expert on all the major TV networks. In her newest book, In Control at 50+: How to Succeed in the New World of Work, Kerry gives her readers a guide to help them navigate the post-pandemic workplace and take an active role in their careers and financial future. In our conversation, Kerry and I explore how the pandemic has profoundly changed the workplace for people of all ages, how to conquer your fears and find work you love at any age, and the critical differences between how men and women manage their money. GET A FREE COPY OF KERRY’S BOOK, IN CONTROL AT 50+: HOW TO SUCCEED IN THE NEW WORLD OF WORK! Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple! In this podcast interview, you’ll learn: How an aging population and fewer younger workers are creating a better workplace for people over 50. Why it’s so easy to get stuck in a professional rut as you get older–and how to get the confidence you need to regain control of your working life. How to get the skills and education you need to make a career transition. How the COVID pandemic uniquely affected how women work. The best ways to navigate issues around money in long-term partnerships and marriages. Show Notes: RetireWithPurpose.com/318 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

This week's retirement reading is from the Best Interest Blog titled, Should You Invest Your Emergency Fund? 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/317.  Show Notes: RetireWithPurpose.com/317 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 The Atlantic titled, All the Personal-Finance Books Are Wrong. 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/316.  Show Notes: RetireWithPurpose.com/316 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