Everand Logo

Welcome to Everand!

  • Discover millions of ebooks, audiobooks, and so much more with a free trial

    Only $11.99/month after trial. Cancel anytime.

    Job Optional*: *The science of retiring with confidence; the art of living with purpose.
    Job Optional*: *The science of retiring with confidence; the art of living with purpose.
    Job Optional*: *The science of retiring with confidence; the art of living with purpose.
    Ebook281 pages3 hours

    Job Optional*: *The science of retiring with confidence; the art of living with purpose.

    By Casey Weade

    3/5

    ()

    Read preview

    About this ebook

    Job Optional* is a thoughtful and down-to-earth guide to retirement planning that offers unbiased, commonsense advice based upon the author’s experience as a retirement planning professional. It offers both a primer to the financial world as well as a step-by-step guide to planning your own retirement and makes abstract financial concepts real and understandable. Job Optional* is written in terms that a newcomer to investing can understand while providing all the pertinent information necessary to make informed financial decisions.

    Interestingly, for a book about money, the first recommended step in financial planning has nothing to do with the stock market or annuities, but the need for an individual to have a life purpose. This book is written in conversational language with investment information intertwined with stories taken from the author’s life, his parents’ lives, and his clients. Retirement brings with it its own set of life changes, challenges, and situations. Sharing stories makes financial planning real. It also underscores the book’s message that success isn’t money, but purposeful living—and that good financial planning will allow people to achieve this goal and be a success on their own terms.

    The author’s goal is that readers identify their life purpose and create a plan to organize their assets to most efficiently accomplish that end. Then it’s time to step into the world of finance with an analysis of today’s investment risks and a strategic plan that will put readers on the path toward reaching their goals.

    Five chapters of the book deal specifically with financial concepts, strategies, and terms, presented as an organized outline to the logical steps in retirement planning. These are: purpose-based asset allocation, liquidity planning, income planning, growth planning, and estate planning.
    LanguageEnglish
    PublisherBrisance Books
    Release dateJun 25, 2019
    ISBN9781944194543
    Job Optional*: *The science of retiring with confidence; the art of living with purpose.
    Author

    Casey Weade

    Casey B. Weade, CFP®, RICP®, CLU® is a retirement planning professional, published author, and a sought-after speaker on progressive personal finance and retirement planning strategies. He hosts, “The Purpose Based Retirement” television and radio shows, and has been featured in national media outlets such as The Wall Street Journal, USA Today, and CNBC, and is an ongoing contributor for the financial publication Kiplinger. Casey strives to provide comprehensive financial planning strategies to pre-retired and retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement. As a firm believer in establishing a clear purpose for an individual’s financial future, Casey acts as a financial coach by optimizing current financial situations and looking for the money that is falling through the cracks. Casey is currently the President of Howard Bailey Financial in Ft. Wayne, Indiana, where he resides with his wife and two sons.

    Related to Job Optional*

    Related ebooks

    Investments & Securities For You

    View More
    View More

    Related podcast episodes

    Related articles

    • Article

      Do You Need Life Insurance in Retirement?

      Dec 21, 2018

      Many people I meet with ask me if they'll still need life insurance after they retire. Their children are grown and have good jobs. They have put together a reasonably solid income plan with Social Security, pensions and annuities supplemented by in

      3 min read

    • Article

      Want to Pay 0% in Taxes? Here’s How

      Aug 23, 2021

      One of the greatest expenses business owners and retirees alike face is income taxes. That’s why a forward-thinking tax planner is so valuable. They can leverage the Internal Revenue Code (IRC) to lower your taxes and help you build wealth. However,

      6 min read

    • Article

      Long-Term Care: Other Coverage You Might Explore

      Jun 7, 2022

      Long-term care insurance isn't for everyone. About a third of applicants are rejected, and that number is 40% for people ages 65 to 69, says Tom Beauregard, founder of HCG Secure, in Goshen, Conn., which develops and sells long- and short-term care i

      3 min read

    • Article

      How To Retire On $500,000

      Sep 23, 2019

      How To Retire On $500,000
      7 min read

    • Article

      The TREND towards HIGH PROTEIN

      Apr 22, 2022

      The TREND towards HIGH PROTEIN
      4 min read

    • Article

      Countdown to Retirement: 1 Year Away

      Jan 3, 2019

      You're now one year from retirement. First things first: Decide when you'll take Social Security. You can claim benefits as early as age 62, and if you retire early, you may need the money to pay health insurance and other expenses. Keep in mind, tho

      5 min read

    • Article

      How to Create Income for Life

      Aug 26, 2020

      During periods of economic uncertainty, a paycheck is the ultimate antidote to stress. As long as you’re getting paid, you can buy groceries, pay the mortgage and—one of these days—catch a ball game. Unless you’re fortunate enough to have a tradition

      9 min read

    • Article

      Is Your 401(k) or IRA a Sleeping Tax Bear?

      May 7, 2019

      Plenty of retirements these days are built in large part by stashing away money week by week into tax-deferred accounts, such as traditional IRAs or 401(k)s, among other options. And certainly, such accounts can provide a wonderful feeling of confid

      4 min read

    • Article

      Use an HSA to Boost Your Retirement Savings

      Jul 31, 2019

      A health savings account offers a tax-saving trifecta: You put money in the account pretax, let it grow tax free and take it out tax free to pay for qualifying medical expenses. These accounts are growing in popularity, with participants contributing

      4 min read

    • Article

      What’s Your Retirement Number?

      Dec 22, 2021

      As anyone who uses a fitness app can attest, setting goals can be a valuable motivational tool. The allure of the couch is easier to resist if your Fitbit or Apple Watch informs you that you’re well short of your daily step or exercise target. Likewi

      8 min read

    • Article

      How to Tap Into Your Nest Egg

      Aug 30, 2018

      How do you tap a nest egg without depleting it too soon? The math is tricky because you don't know how long you'll need the money or whether you'll be hit with big medical or long-term-care bills. And no one can be certain that the stock and bond mar

      4 min read

    • Article

      Simple Strategy to Spend Safely in Retirement

      Apr 9, 2018

      Retirement-income strategies are big business. Financial advisers and online advice services will help you transform your savings into a steady retirement paycheck--for a fee. Some mutual funds also promise to deliver a stream of retirement income--f

      3 min read

    • Article

      FRIDAY Thank God It’s Thursday

      May 5, 2021

      FRIDAY Thank God It’s Thursday
      9 min read

    • Article

      FIRE Savers Race to Retirement

      Oct 4, 2018

      Shortly after Matt Owen graduated from college, he consulted with his parents' financial planner, who told him he would be lucky to retire at age 50. Matt, now 29, and his wife, Alli, 28, had other plans. Starting four years ago, the Owens slashed th

      8 min read

    • Article

      Successful Retirement Plans Are Built on These 5 Pillars

      May 29, 2020

      There is so much that goes into preparing for retirement, sometimes it's hard to know where to start. Having a comprehensive plan or blueprint will make the process easier by outlining the major areas you need to address. Planning for retirement is

      6 min read

    • Article

      Laddering Fixed-Rate Annuities Offers Rates That Beat Bank CDs, Plus Flexibility

      Feb 20, 2022

      With today’s low interest rates, it takes planning to create sufficient retirement income without taking more risk than you need to.  The days when you could get good income from a collection of Treasury bonds are long gone. You can get income from d

      3 min read

    • Article

      Stock Market Losses or Lower Returns: Which Is More Dangerous to Your Retirement?

      Oct 29, 2019

      Do you want to make your savings last throughout retirement? If you do (and of course you do), I believe that once you are within five years of retirement, you need to invest more conservatively than you did while you were growing your savings. But i

      2 min read

    • Article

      The Power of Index Funds

      Mar 7, 2019

      John Bogle used to joke that investing in managed mutual funds was like a second marriage: "It's the triumph of hope over experience." Bogle, an investment industry legend who died in January at 89, could have said the same about his own life. He sur

      5 min read

    • Article

      The Ins and Outs of Buying Long-Term Care Insurance

      Mar 9, 2018

      I often suggest long-term care insurance to my clients, and I almost always hear this objection: "It's too expensive." Yes, long-term care insurance is not cheap, but medical insurance and Medicare typically do not cover that particular type of care

      2 min read

    • Article

      The 5 Best Fidelity Stock Funds to Buy for the Long-Term

      Mar 22, 2018

      Some investors have given up on actively managed stock funds in recent years, instead turning to dirt-cheap index funds that passively track a benchmark. Index funds can get the job done. But the record of Fidelity's stock mutual funds makes a strong

      4 min read

    • Article

      How to Choose a Financial Adviser

      Nov 25, 2019

      A good financial adviser can teach you how to manage household expenses, save for the future and how to plan for retirement. Not everyone has the same financial goals, and a good adviser can help you plan for your future. You don't need to be rich t

      3 min read

    • Article

      Run Your Own Retirement Race

      May 26, 2021

      When I read an article recently by journalist Karren Vergara (on Moneymag.com.au) on her super balance of $154,000, it got me thinking. With just over 25 years to retirement, she can’t possibly reach the $1 million mark that so many of us are convinc

      3 min read

    Related categories

    Reviews for Job Optional*

    3/5

    1 rating0 reviews

    What did you think?

    Tap to rate

    Review must be at least 10 words

      Book preview

      Job Optional* - Casey Weade

      GOabook_preview_excerpt.html[rG̈́Ғv[JeDKFe*YU/z1|d97ҎYؤzܼsϽx wu}w龿~~t~q/Z|/ٽ\_mpn״P7uM/EqYY\Zv휯s{ZBByhC˦ޜ\JMm]go|}p͚ϫUӻ..oݮ YRޅ[ =y`/;ΡqwٕMܺ},NE ]5n/:j{}]T+ 'N%]ScUfۻy~k_n:wEٹn )hȶ6jO/_Pl jܮmzW-U<a~j7[܏oݏ/޹W?WkQkEW<2pN2)\Rv,!y>@C\yuQpD*iy -3ѯ`i+T/ùMm"|6; .z`g×{\X7h37?yE;.䈆o}T!)g寔!YNG}I_2 =ԋg/WfN~ Om]qY(Ty_;\ƻ!UoF]\ [,~JHف~lh[^SrֻmRSt Ed۬'X7]K}RS|<׊TVG;CGwKf^_J|">yCN~$c6&YO\Ż5_A7AUrpKLݧ`RNaL΅߭eSh<ۢϛ#ě"t5B)s()rpfHg_2.tHeب(1/%B튒Z_1GVPX ݎ#m=gᓩE<^35Sg1xՆ.i{D+fd!ub}:Ҙ@FIZi~oFИ$<  }MyadM9,9(.Rѽ̃`)I}ISuHWO0-TM-SE!q:,A`'"hTA;s%?ldaA#\k]in}Vo}?ίisJB\9+זwwAedċx= 9b@sgۂ1 :Ӗd0?쌭ǪlQ}$}YOi}\մEwǨ5 /nXG=s~hxBWW}G9zE@`7&nm,@R ӑ_~=(h"<>h,qƗɽ^xɴo 匒|OBoo9 a1  u n0,5kLG4ԩaǨШHw|TjT9 Rq- %ZTt Gw0R(nj7QsJP1BMM3 *bn̰}|GԺgxHQP:pӁ7g,5oycCL h<&(kǫ(:?i (8/44 A<=TXP 옱yjփ^7E|zR@H)]Äٍ9x\b[ːay7z$DD[urWhhbZ)f8v*iOe+5(Űhu ʖW_iHNa߫ =oEE@Ih)̨oXΈ:nUѯ^6{>@1 %  Q_Y_ۡZ/ [6;Uʆ9 9}1N:- ({L/,J!phtWo: 8RuTU$+A)kp3K%Ȕ}؛_۠`% ڗ>tU 6 %'å3=:EmUGe :0$ @V+ƛP r^\l5XݏcU3Fʆ>^}Gil8$q!TvD}N'-J:o4+]֐K$0t[cOTV)meXoP$?@1L%D3u0s/Me  $P#Iv>(rb ڴ'M-B$֍bv9Ơ0h!w¯^JiNZCw# Mȶ0:3E4&i;=Mqh~=cOgz` yW)a2k wy;l|]%啯agp>3i eK!iY}5̉5&2;|]y^iLRNH+*=} [ä/4H1x$̓5Emo3j\wop(ylhUߙ?G{B\C[֍M1]דx%*?_݅{p480N!D4پQ.!.<@qVl$eh^SvX2| :ܩ>ŧ7,G*oǮmہ95`@iOw7a XL8Yj܃O$@ |3 }7ڴ"G5l6؜ԱSP,l6-gQCUH4- X(h 5]~/GzdxU~JsvS}uʚCDOQYF 70$v|D[|3/΂.xZXrcV9pb'xHȿǨ>RKFRrJWw!wW?^ؼg7|4K0WEY H5@Wr܇EbuHUJ]{6 )eHC4Wܒڰժ.q☵efOaUJ ]|z< jH}m=I r89 X mF:}OhHg)Jۀ=5XVÛ։ ٟu8 7☍?C~L$/N6Uá#8rɋrΉlblH,dDuY}bHHG^N3=N7 5#~Fהacw9X=W:;k6 $V V\I2LH <~%,Ṷ<#pDĭy{mXjk ath yKcmH?T,&nB%}91`qVHCSU /Gv1.u1E>+L*bxueLQlJ fX@2mjvk2 auYsz8Y[>ȳA-…>;7bI@{XA*>y,v| $g48"< "th[;xr8i-.ғcԋJUke|l d1[56;tB@2uEDX5l|.^b.LHCbO68" W7䋸}3z;_|_tT/Fr["4T tE+3[7B' R v;'>&]{(#zzpֈ`> kQg5@Q;5QxŹhY]0sӭ,=EڽBF9w`ee#{ZUL|F0<<gw~ߴdogϭV; ƣ|j)ADŝP6qd {h-2kbi!;@v2HFn9E}Չ V>P9j뜚0/ZmL[|-̶њ:  e! zs)^ND9+I4:D԰h{0U@/d78Q'p%?Q7*Un3]LRdAO9&q(VFWFrhjP4ח7w[^]\^^s]\]]v+Ҵ[LZ5WwöAA[^{r9>"S ` l%pk1w‰N IXiRJLR57hWVt*_1gMje;dL̡m7R;f-4mq #~q^۪> _~E㿾i~VjKڨšhY)đ58-PAOl<#gϿR#/Ȼ9)Ak5u# Z7EhrpRMJf0KD TD*SaVVqM[;7ۋ}E^ISb%@?^5EtvTӮmbdxy!Z9=Lr9RMќY­O,pP-NzV.Y?F h4q1lX-s{%?ܺ;$aB.?43 ,޸ B\*rM(ߥ_Y+* ZR,[ظn&"I 1w,|C,c8x'Ʌs"NUr|MO2vD[̈m_˛n>{&E38MLcgٲ}ejE53}tJ8 o|4DP;%k ]@N'_TCflضғ2cWZz/&≈w @Bď?&J ce%XpQ-k1×"F2C>DeOZgsoV*o{wϟ-}c;R*mM?
      Enjoying the preview?
      Page 1 of 1