Today, I’m speaking with David York. David is an attorney, a CPA, an author, speaker, and managing partner at York, Howell & Guymon. David has over 26 years of estate planning experience and has helped thousands of clients with their estate and tax planning needs, in addition to businesses and nonprofit entities. He’s the co-creator of the Entrusted Planning™ process and the co-author of two books, including Entrusted: Building a Legacy That Lasts, and we’ll be diving into his 7 principles of entrusted planning today. In our conversation, David weighs in on several excellent estate planning questions from our Weekend Reading subscribers on trusts, the difference between legacy and estate planning, and the 3 questions children of any family (especially high net worth families) should know the answers to before you leave your wealth behind and much more! GET A FREE COPY OF DAVID’S BOOK, ENTRUSTED: BUILDING A LEGACY THAT LASTS 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 BOOK 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 the baby boomer generation is the largest wealth transfer in history going to half as many people, and why most of them are unprepared. David’s definition of estate planning and why it’s more of a life plan and not a death plan. How you can add purpose to your estate planning by creating an opportunity transfer instead of a wealth transfer. Defining the 7 principles of Entrusted Planning™ and how investors can identify them. Three questions that children, especially of high net worth families, should know the answers to before transferring wealth to them. Some words of caution for incorporating generosity, foundations and charitable contributions in your estate plan. David’s thoughts on AI, ChatGPT, online resources, trust accounts and how to use them for various estate planning needs. Show Notes: RetireWithPurpose.com/410 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

The podcast delves into topics such as the benefits of guaranteed lifetime income, the comparison between non-qualified and qualified accounts for annuities, utilizing annuities for higher yields and retirement income goals, and exploring efficient income strategies for personalized retirement plans.

The podcast discusses the importance of goal setting in retirement and the concept of a 'What I Don't Want' list. They explore the significance of setting meaningful goals, using the P's index to achieve peace, understanding tendencies, and shaping one's current reality. They also highlight the importance of prioritizing personal happiness and peace for effective goal setting.

This week's retirement reading is from the Darius Foroux blog titled, Understanding and Overcoming FOBO (Fear of Better Options). 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/407.  Show Notes: RetireWithPurpose.com/407 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 Dr. Riley Moynes. Dr. Moynes is a bestselling author, former financial advisor, and TEDx speaker. Not only has he coached countless individuals through their retirement journey–he’s experienced it himself.  His newest book is an updated and expanded edition of The Four Phases of Retirement: What to Expect When You’re Retiring. We’re going to dig into what these four phases are, but also how they applied to Riley in his own life.  In our conversation, you’ll learn how he waltzed through phase one, struggled through phase two, tried countless ventures in phase three, and found a new calling in phase four. If you’re trying to identify your unique abilities and create a fulfilling future, this episode is a must-listen! GET A FREE COPY OF DR. RILEY’S BOOK, THE FOUR PHASES OF RETIREMENT 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 BOOK 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 the so-called ideal retirement gets boring fast for so many people.  What Riley learned by interviewing over 100 retirees about their experiences–and how he created a framework to help others live more impactful lives in retirement. The real reasons so many retirees struggle with depression, marital strife, and ennui. Why giving back and providing service is almost always at the root of finding purpose in retirement.  How Riley tried on almost a dozen projects over seven years to reach his “phase four.” Show Notes: RetireWithPurpose.com/406 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 Seeking Alpha titled, The Illusion Of Security In Investing. 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/405.  Show Notes: RetireWithPurpose.com/405 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 Of Dollars And Data titled, How Safe is an 8% Withdrawal Rate? 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/404.  Show Notes: RetireWithPurpose.com/404 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 Root of All blog titled, The Dark Side of Money. 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/403.  Show Notes: RetireWithPurpose.com/403 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 Joan MacDonald–a 77-year-old fitness influencer with 1.8 million Instagram followers. At 70, she was on medication for high blood pressure and acid reflux. She suffered from arthritis, couldn’t walk up and down stairs, and feared she may suffer from additional health issues in the future.  She enlisted her daughter and fitness trainer, Michelle, to help and achieved astounding results. She joined a transformation group called The Wonder Women, lost 60 pounds, and now works with her daughter to inspire, motivate, and train others to improve their wellness at any age on Instagram, YouTube, and her program, Train with Joan.  Together, they co-authored Flex Your Age, Defy Stereotypes and Reclaim Empowerment. In our conversation, Joan and I talked about what inspired her to finally make a major lifestyle change, how you can change your beliefs about physical health and aging at any age, and how to integrate simple exercises into your daily routine.  GET A FREE COPY OF JOAN’S BOOK, FLEX YOUR AGE, DEFY STEREOTYPES AND RECLAIM EMPOWERMENT 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 BOOK 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: What happened in the “game-changing” first six months of Joan’s fitness transformation–and what her daughter Michelle did to make sure that these changes stuck. How to get over your fears and conquer the barriers stopping you from making big changes.  Why strength training doesn’t mean you’re going to look “bulky.” How Joan tracks macronutrients to plan her meals to build muscle and lose fat–and why you don’t need to be perfect at this to achieve amazing results.  Why there’s never been a better time than now to get started.  Show Notes: RetireWithPurpose.com/402 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 Uncertainty of it All Blog titled, The Accident-Investment Risk and The People Who Have It. 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/401.  Show Notes: RetireWithPurpose.com/401 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