The Retire with Purpose podcast is designed for those retirees and pre-retirees looking to maximize their financial efficiency and fulfill their life’s purpose during their retirement years. Based on Casey’s experience offering financial consultation to thousands of individuals across the US, it could mean doubling your retirement income, cutting your taxes in half, or both! Casey shares thoughts and ideas from some of today’s most successful retirees, as well as specific financial solutions to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financial news and resources on topics such as retirement income planning, reducing unnecessary taxes, protection from market risk, wealth transfer and estate planning strategies, long-term healthcare, social security and much more.
Casey has ran one of the fastest growing and most successful retirement planning companies in the US for over a decade, putting his firm in the top 1 percent of independent advisory practices in the country. He is now ready to share the cutting edge retirement strategies with you that has led his practice to get to where it is today. The focus starts with why you plan to retire in the first place, how you will fulfill your dreams and most efficiently organizing your assets to defend that purpose at all costs. These messages have been delivered by Casey through authoring multiple retirement planning books, airing over 200 television shows, 300 radio shows and appearing on major news outlets across the country.
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