#2580

Mentioned in 18 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

Casey Weade

Jordan Grummet

Mentioned in 18 episodes

Mentioned by

Casey Weade

as a Wall Street Journal bestselling book.

23 snips

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

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.

17 snips

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

Mentioned by

Casey Weade

, noting that some listeners may not have read it.

11 snips

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

Mentioned in the closing disclaimer as a prior bestseller in retirement planning.

11 snips

553: A Step-by-Step Guide to Leverage AI As a Thought Partner & Find Purpose In Retirement with Geoff Woods

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.

11 snips

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

Mentioned by

Casey Weade

as his Wall Street Journal bestseller, offered as a free digital copy.

536: By the Numbers: Cash Out or Hold On? The Retiree's Dilemma

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 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

Casey Weade

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

542: By the Numbers: From Fear to Freedom — Learning How to Spend in Retirement

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

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